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.
Automatic Produce Pro Order Exception Flags
WebRun scans Produce Pro orders every two hours for exceptions such as short ships, grade substitutions, and weight variances, then posts a flagged list to your Slack operations channel for immediate review.
Printful Automated Price Change Rollout Checklist
Whenever you update base costs or pricing in Printful, WebRun audits the affected products, builds a change-by-change checklist in Google Sheets, and posts a Slack summary so you can verify every listing is updated before the change goes live.
Automated Pizzeria Menu Price Change Rollout
When you need to update menu prices, WebRun works through a checklist across your Slice menu, any third-party listings, and your printed menu notes, then confirms every channel is updated and posts a completion report to Slack.
Automated PI Case Enquiry Intake and Routing
WebRun reads every new case enquiry, scores it against your intake criteria, logs it in CROSStrax, and pings the right investigator in Slack so no lead goes cold.
Automated Performing Arts Invoice Chaser
Every Monday, WebRun finds overdue sponsorship and group-booking invoices in QuickBooks, drafts a polite reminder email for each client in Gmail, and posts you a chase list in Slack.
Automated Pediatric Provider Utilization Digest
Every Monday, WebRun pulls the prior week's appointment data from Office Practicum, calculates utilization rates per provider, and posts a clean summary digest to your practice manager in Slack.
Automated Merchant Overdue Fee Collection Chaser
Every week, WebRun opens IRIS CRM, finds merchants with overdue account fees or statement charges, drafts a polite collection email for each, and posts a chase list to your billing Slack channel.
Automated Oral Surgery Provider Utilization Digest
WebRun pulls procedure counts and chair time from DSN Software every Monday, builds a provider utilization digest in Google Sheets, and posts a summary to the practice manager in Slack.
Automated Nephrology Provider Utilization Digest
Every Monday, WebRun pulls provider schedule and visit data from Acumen and posts a utilization summary per nephrologist to Slack, so practice leaders can spot under-booked providers before the week begins.
Automated Music Venue Settlement Invoice Chaser
WebRun checks QuickBooks for settlement invoices past their due date, drafts a polite payment reminder for each promoter in Gmail, and posts a chase list to Slack so your finance team knows who still owes.
Automated RAIN POS Online Order Routing
Whenever a new order arrives through RAIN POS's web store, WebRun checks inventory, decides whether to fulfill from stock or flag for a special order, and posts a routing decision to Slack so nothing waits in limbo.
Automated Museum Membership Renewal Drafts
Every week, WebRun finds members whose memberships expire in the next 30 days in Blackbaud Altru and drafts a personalised renewal reminder email in Gmail for your team to review and send.
Automated Vista Cinema Membership Renewal Drafts
Every morning, WebRun finds loyalty members in Vista whose memberships expire in the next 14 days and drafts a personalised renewal email in Gmail for each one, ready for a human to review and send.
Automated MCA Merchant Onboarding Kickoff
When a new advance is funded in Centrex, WebRun kicks off the onboarding sequence: it creates the merchant record, prepares the welcome packet and ACH authorisation for signature, schedules the first account check-in, and drafts the welcome email for your team to send.
Automated LTL Lane Capacity Digest
WebRun pulls transit time and service availability data from SMC3 for your key LTL lanes, spots tightening capacity or service gaps, and posts a weekly lane capacity digest to your team Slack channel.
Lightspeed Automated Price Change Rollout
When you need to update prices, WebRun works through a list of SKUs in Google Sheets, applies each new price in Lightspeed, and posts a confirmation checklist to Slack showing which items were updated and which need a manual check.
Automated Survey Field Incident and Exception Alerts
When a field incident or project exception is logged in Carlson Software, WebRun immediately notifies the right people via Slack and Telegram and drafts an incident report email for your review.
Automated Invention Disclosure Intake and Routing
When a new invention disclosure lands in your inbox, WebRun reads the technology area, looks up the right attorney in Anaqua, and routes the matter with a Slack alert so nothing sits unassigned.
Automated Juniper Square Investor Onboarding
When a new LP subscription closes in Juniper Square, WebRun creates their investor portal account, triggers the subscription document workflow in DocuSign, and sends the GP team a Slack notification with the investor's details.
Automated Intermodal Lane Capacity Digest
Every Monday, WebRun pulls available railcar capacity by lane from Rail Command and posts a structured digest to Slack so your sales and operations teams can fill open slots before the week's bookings are locked.
EZLynx Automated Lapsed Policy Winback Campaign
Every Monday, WebRun finds clients in EZLynx whose policies lapsed in the last 90 days without renewal, drafts a personalized winback email for each, and queues an SMS via Twilio for those who have not responded to prior outreach.
Automated Therap New Individual Intake Document Chaser
When a new individual is added in Therap, WebRun checks which intake documents are still missing, logs the gaps to Google Sheets, and drafts a follow-up to the coordinator for review.
Automated Heavy Haul Freight Invoice Chasing
Every week, WebRun matches completed oversize moves in ProMiles against open invoices in QuickBooks, identifies any that remain unpaid past terms, and drafts polite payment reminder emails in Gmail for your billing team to review and send.
Automated Equipment Dealer Invoice Collection
WebRun finds overdue invoices in QuickBooks, cross-references them with e-Emphasys customer records, and drafts polite collection emails in Gmail for your AR team to review and send.
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