Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on. Each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Automated Nephrology Recall Reminders
WebRun scans Acumen for nephrology patients whose recall or lab recheck is due, drafts reminder messages for staff approval, and logs every outreach attempt in Google Sheets.
Automated Prism.fm Offer Follow-Up Drafts
WebRun checks Prism.fm for offers that have been out more than three days without a response, drafts a polite follow-up email for each in Gmail, and leaves them for you to review and send.
Automated RAIN POS Rental Return Reminders
Every morning, WebRun checks RAIN POS for instrument rentals due back within the next 3 days, drafts a friendly reminder via Twilio SMS for each customer, and queues the messages for your approval before anything is sent.
Automated Museum Group Inquiry Routing
WebRun reads incoming group-visit inquiry emails, qualifies each lead by group size and visit type, logs them in Blackbaud Altru, and pings the right team member in Slack to follow up.
Automated Cinema Negative Review Triage
Every morning, WebRun scans new reviews on Google and TripAdvisor for your cinema, flags any one-star or two-star reviews, drafts a response in Gmail, and posts the flagged reviews to Slack for the manager.
Automated MCA Overdue Payment Chasing
Every morning, WebRun finds advances in Centrex with missed ACH pulls, drafts a polite outreach message for each merchant, and queues them for your team to review and send before the day begins.
Automated LTL Load Status Digest
WebRun pulls transit and delivery status for all active LTL shipments from SMC3, compiles a clean status digest, and delivers it to your team in Telegram each morning.
Lightspeed Automated Refund Exception Flags
Every morning, WebRun reviews the previous day's Lightspeed refunds, flags those that exceed your value threshold or lack a valid reason code, and posts the exception list to Slack with a log in Google Sheets.
Automated Carlson Software Job Status Digest
Every morning, WebRun pulls the status of every active project from Carlson Software and posts a concise digest to your team Slack channel so everyone starts the day aligned.
Automated Office Action Deadline Alerts for IP Firms
WebRun scans Anaqua AQX daily for office action response deadlines approaching within 30 days and sends each responsible attorney a Telegram alert with the matter details and days remaining.
Automated Juniper Square K-1 Delivery Tracking
Every morning during tax season, WebRun checks Juniper Square for K-1 delivery status, flags any LP who has not yet downloaded or acknowledged their document, and posts a chase list to Slack.
Automatic Intermodal Load Status Digest
Every morning, WebRun pulls the current status of all active intermodal loads from Rail Command and posts a concise digest to your Telegram channel so every team member starts the day aligned.
EZLynx Automated New Client Onboarding Kickoff
When a new client policy is bound in EZLynx, WebRun drafts a welcome email, creates a Google Calendar onboarding call, and posts your team a Slack notification with the client details.
Automated Therap No-Show Recovery Tracking
When a supported individual misses a scheduled session, WebRun flags the no-show in Therap, drafts a reschedule message for staff review, and logs the event to Google Sheets for billing follow-up.
Automated Heavy Haul Lane Capacity Digest
Every Monday, WebRun analyzes your booked and available equipment against upcoming permitted move schedules in ProMiles, calculates open capacity by lane, and posts a lane capacity digest to Slack so sales can quote confidently and dispatch can plan effectively.
Automated Equipment Parts Reorder Alerts
WebRun checks e-Emphasys Parts Management for stock levels falling below reorder points, compiles a reorder list, and posts it to Slack so your parts manager can place orders before a stockout hits a live job.
Automated Etsy Price-Change Rollout Checklist
When you decide to update prices, WebRun checks Marmalead competition and demand data for each affected listing, logs a step-by-step price-change checklist in Google Sheets, and drafts buyer-communication notes in Gmail so nothing is missed.
ECRS CATAPULT Automated Refund Exception Flags
Every morning, WebRun scans yesterday's ECRS CATAPULT refund transactions, flags any refund above your dollar threshold or without a matching original sale, and posts a prioritised exception report to Slack for the manager.
Automated Ghost Kitchen Refund Exception Flags
Every day, WebRun scans Otter for refunds that exceed your normal thresholds, logs each exception to a Google Sheet, and posts a ranked exception list to Slack so your team can investigate and dispute where appropriate.
Encompass Automated Overdue Invoice Chaser
Every Monday, WebRun finds overdue invoices in Encompass, drafts a polite payment reminder for each customer in Gmail, and posts your AR team a chase list in Telegram.
Wherefour Automated Price List Update Rollout
When you upload a new price list to Google Sheets, WebRun reads the changes, updates the relevant customer price lists in Wherefour, and drafts individual price change notification emails in Gmail for your sales reps to review and send to each affected customer.
Automated EV Charging Quote Follow-Up Drafts
WebRun finds quotes sent to site hosts or CPOs that have had no reply in a set number of days, drafts a polite, context-aware chaser email for each, and queues them in Gmail for your review before anything is sent.
Automated Estate Planning Client Onboarding
When a new client is added in Vanilla, WebRun creates their profile, sets up the initial document checklist, and sends the advisor a kick-off summary with next steps.
Automated Lease Payment Reconciliation
Every evening, WebRun matches payments received in Odessa against your QuickBooks ledger, flags any discrepancies, and posts a reconciliation digest to your finance Slack channel.
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