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 Environmental Consulting Lead Routing
When a new project inquiry arrives, WebRun reads the site type and contaminants involved, scores the lead, and routes it to the right consultant with a briefing in Slack.
Automated EHS Consulting Invoice Chaser
Every Monday, WebRun finds past-due client invoices in QuickBooks, drafts a polite payment reminder email for each, and posts you a chase list in Telegram.
Automated eDiscovery Quote Follow-Up Drafts
WebRun reads open quotes from a Google Sheet, checks which ones are past the follow-up window, and drafts a personalized follow-up email in Gmail for each prospect so no quote sits ignored.
Automated Dumpster Rental Invoice Chasing
Every Monday, WebRun finds overdue invoices in QuickBooks, matches them to jobs in Starlight, drafts a polite payment reminder for each customer, and queues the emails in Gmail for your review before anything is sent.
Automated Drone Service Quote Follow-Up Drafts
WebRun checks your open quotes each morning, finds ones that haven't had a reply in three days, and drafts a polite follow-up email in Gmail for you to review before sending.
Whiskey Systems Automated Quote Follow-Up Drafts
Every Friday, WebRun finds open quotes in Whiskey Systems that have not converted after 5 days, drafts a follow-up email in Gmail for each prospect, and logs the status to a Google Sheet.
Automated Load Status Digest for Dispatch Services
WebRun pulls current load statuses from Truckbase, compiles a per-customer digest showing which loads are in transit, delivered, or pending pickup, and drafts a status email for each client for your review before sending.
Automated Dental Lab Fee Schedule Notification Rollout
When you update your lab fee schedule, WebRun reads the new prices from Evident, drafts a notification email for each active doctor account, and posts a confirmation log to Google Sheets so you have a full audit trail of who was notified.
PDI Technologies Automated Price Change Rollout Verification
When you upload a new pricebook to PDI Technologies, WebRun confirms the update landed on every POS, logs any exceptions, and shares a rollout checklist in Google Sheets.
Automated Farm Staff Shift Coverage Alerts
Every morning, WebRun checks your Google Calendar for upcoming farm stand or packing shifts that have no assigned staff member and posts an alert to Slack so someone can volunteer or you can arrange coverage before the day begins.
MeridianLink Automated Overdue Payment Chasing
Every morning, WebRun opens MeridianLink, finds loan payments past due, drafts a courteous reminder for each member, and posts your collections team a ranked worklist in Slack.
Automated Provider Credentialing Onboarding Kickoff
When a new provider is added to Modio Health, WebRun builds their onboarding checklist, drafts a welcome email with document instructions, and schedules a kickoff event in Google Calendar for your credentialing coordinator.
Automated Court Reporting Invoice Chasing
Every week, WebRun finds overdue invoices in ReporterBase, drafts a polite payment reminder email for each law firm, and posts your outstanding receivables list to Slack.
Automated LoanPro New Borrower Onboarding Kickoff
When a new loan funds in LoanPro, WebRun automatically creates the borrower's account profile, drafts a welcome email with payment setup instructions, schedules the first payment date in Google Calendar, and alerts your servicing team so onboarding starts on day one.
Automated Coffee Shop Price Change Rollout Checklist
When you update prices in Odeko, WebRun builds a rollout checklist, updates your Square for Restaurants menu, and logs every change in a Google Sheet so your pricing stays consistent everywhere.
Automated Clinical Trial Referral Tracking
WebRun checks RealTime-CTMS daily for newly added referrals from physician offices, registries, and recruitment vendors, logs each in a unified tracking sheet, and alerts the recruitment team in Slack when a referral goes cold after 5 days without contact.
Automated Carbon Accounting Client Onboarding
When a new client signs a sustainability engagement, WebRun sets up their Persefoni workspace, creates a shared Google Sheets data collection template, and drafts a welcome email with next steps so your team can onboard clients in minutes instead of days.
Carta Automated Option Exercise Window Reminders
When an employee leaves, WebRun finds their unexercised options in Carta, calculates the exercise deadline, drafts a reminder email for your review, and logs the expiry in a tracking sheet.
Automated Calibration Invoice Chasing and Reminders
Every Monday, WebRun opens QuickBooks, finds overdue calibration service invoices, drafts a polite reminder email in Gmail for each customer, and posts the outstanding balance list to Slack.
Automated Bowling Center Review Request Emails
After each completed booking in Conqueror X, WebRun drafts a friendly review-request email for the customer and queues it in Gmail for your approval before sending.
Automated Bookstore Publisher Returns Worklist
Every Monday, WebRun scans Bookmanager for slow-moving titles that qualify for return, groups them by publisher, and posts a ready-to-action returns worklist to Slack.
Automated Beverage Distributor Overdue Invoice Chaser
Every Monday, WebRun opens VIP, finds invoices past their due date across your licensed accounts, and drafts a polite payment reminder for each account rep to review and send, while posting the outstanding balance summary to Slack.
Automated Captira Bail Lead Routing
WebRun reviews every new online bail application in Captira, checks agent availability and workload, and routes each lead to the right agent with an immediate Slack alert so no prospect waits.
Automated Axe Throwing New Product Launch Checklist
When you add a new product or session type in ROLLER, WebRun walks through a launch checklist: setting up the product, drafting a Mailchimp announcement, and updating your Google Calendar schedule.
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Show WebRun any process once and we'll turn it into an agent that runs it on schedule.