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.

All categories
All categories
Automated Super Dispatch Load Status Digest
WebRun pulls a status snapshot from Super Dispatch each morning and sends a concise Slack digest showing how many loads are dispatched, in transit, delivered, and pending, so your whole team starts the day on the same page.
Super Dispatch›Slack
Automated RouteOne Portfolio Exception and Anomaly Flags
WebRun scans your indirect lending portfolio in RouteOne each morning for anomalies such as duplicate applications, unusual deal structures, and funding amounts that fall outside normal ranges, and posts a flagged exception list to your risk team's Slack channel for immediate review.
RouteOne›Slack›Google Sheets
Automated ASC Surgical Referral Tracking
WebRun monitors incoming referrals in HST Pathways, logs each one to a referral tracker in Google Sheets, and posts a weekly status digest to Slack so no referred patient falls through before their case is scheduled.
HST Pathways›Google Sheets›Slack
Helium 10 Automated Amazon Product Launch Checklist
When you add a new ASIN to Helium 10, WebRun builds a launch checklist in Google Sheets covering listing optimization, PPC setup, and initial keyword rank tracking so your launch stays on schedule.
Helium 10›Amazon Seller Central›Google Sheets›+1
Automated Alarm Lead Qualification and Routing
WebRun reads every new inbound lead in AlarmBiller, scores it by service type and location, and pings the right sales rep in Slack so no prospect waits more than a few minutes for a call.
AlarmBiller›Slack›Google Sheets
Automated Air Cargo Load Status Digest
WebRun pulls active flight bookings from Awery each morning, compiles a structured load status digest showing booked versus available capacity by flight and ULD, and posts it to your Slack ops channel.
Awery›Slack
Kipu Health Automated Referral Pipeline Tracking
WebRun monitors your referral pipeline in Kipu Health CRM, logs each new referral and its current stage in Google Sheets, and posts a daily status digest to Slack so your admissions team never loses a warm referral.
Kipu Health›Google Sheets›Telegram
Automatic Weekly Yard Lane Capacity Digest
Every Monday, WebRun aggregates inbound and outbound load volume by lane from YardView, calculates which lanes are under or over capacity against your dock-door plan, and posts a digest to Slack for your scheduling team.
YardView›Slack›Google Sheets
Automated PACT Act Vape Sales Report Prep
On the first of each month, WebRun pulls all qualifying vape and tobacco sales from KORONA POS, organises them by product type and state, and exports a formatted report to Google Sheets so your compliance team has the data ready for PACT Act reporting.
KORONA POS›Google Sheets
Automated Online Tire Order Routing and Bay Booking
When a new online tire order arrives, WebRun checks Tire Guru stock, books the right bay in the Bay Scheduler, and posts the job to your Slack channel so the team can prepare.
Tire Guru›Stripe›Slack
Automated Telehealth Recall Reminders
WebRun finds patients whose recall or follow-up care is overdue, drafts reminder messages via Twilio SMS for staff approval, and logs each outreach attempt in Google Sheets.
Doxy.me›Twilio›Google Sheets
Automated Offer-in-Compromise Status Tracking
WebRun checks all pending OIC cases in Canopy, records IRS processing milestones, and posts a status update to your team's Slack channel each week.
Canopy›Slack›Google Sheets
Automated Subbly New Product Launch Checklist
When you are ready to launch a new product in your subscription box, WebRun works through the pre-launch checklist in Subbly and Google Sheets, confirming each step is complete and posting a go or no-go status to Slack.
Subbly›Google Sheets›Slack
Automated Chargebee Overdue Payment Chaser
Every Monday, WebRun finds overdue invoices in Chargebee, checks how many days each has been outstanding, and drafts a tiered chase email in Gmail for each customer based on the number of days overdue.
Chargebee›Gmail›Twilio
Automated RICS Software Refund Exception Flags
Every morning, WebRun reviews the previous day's refunds in RICS Software, checks each against your policy (receipt required, within return window, same payment method), and sends a Telegram alert listing any exceptions for your manager to review.
RICS Software›Telegram›Google Sheets
Automated Ski Resort Invoice Chaser
Every Monday, WebRun finds overdue group or corporate invoices in QuickBooks, drafts a polite payment reminder for each, and queues them in Gmail for your team to send.
Inntopia›QuickBooks›Gmail
PointClickCare Automated No-Show Recovery
WebRun checks your PointClickCare schedule each morning for missed therapy sessions, flags the resident and responsible party, and drafts a reschedule outreach for your staff to review and send.
PointClickCare›Google Sheets›Gmail
Printavo Automated Deposit Payment Chasing
Every morning, WebRun finds Printavo jobs approved but missing a deposit payment, drafts a polite deposit request via Stripe, and notifies your team so no press time is wasted on unpaid work.
Printavo›Stripe›Slack
ScrapRight Automated Exception and Incident Alerts
WebRun monitors ScrapRight for compliance holds, rejected tickets, or unusual payout amounts and immediately sends an alert to the yard manager via Telegram and logs the incident in Google Sheets.
ScrapRight›Telegram›Google Sheets
Automated Car-Part.com Buyer Lead Routing
When a new buyer inquiry lands via Car-Part.com, WebRun reads the request details, checks buying history in Checkmate, scores the lead, and pings the right counter rep in Slack so a human can follow up immediately.
Car-Part.com›Checkmate›Slack
Automated RV Lead Intake and Routing
When a new lead arrives in IDS Astra, WebRun reads the unit of interest, source, and budget, scores the inquiry, and pings the right salesperson in Slack so no hot prospect waits.
IDS Astra›Slack›Google Sheets
Automated Wholesale Invoice Chasing for Coffee Roasters
Every Monday, WebRun finds overdue invoices in QuickBooks for your wholesale cafe accounts, drafts polite reminder emails in Gmail for your review, and posts a chase list to Slack.
QuickBooks›Gmail›Slack
Automated Restock vs Scrap Report for Returned Products
Every Monday, WebRun pulls the week's return inspections from ReverseLogix, calculates the restock-to-scrap ratio per SKU, and emails your merchandising team a ranked report so they can act on quality issues and inventory decisions quickly.
ReverseLogix›Gmail
Automated TPA New Plan Client Onboarding
When a new plan sponsor is added in PensionPro, WebRun sets up the plan record in ftwilliam.com, creates an onboarding task list, and sends the client a welcome email draft so your team can personalize and dispatch it.
PensionPro›ftwilliam.com›Gmail›+1

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