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 Etsy Daily Order Fulfillment Digest
Every morning, WebRun checks your Etsy orders for any that are unshipped or overdue for dispatch, and posts a clear fulfillment to-do list to Slack so nothing slips through.
Automated Grocery Store Price Change Rollout Checklist
When you trigger a price change rollout, WebRun verifies the new prices are live in ECRS CATAPULT, builds a shelf-label checklist in Google Sheets, and posts a channel update to Slack so staff know exactly which labels to swap.
Automated Ghost Kitchen Menu Price Change Rollout
When you approve a price change, WebRun opens Otter, updates the affected items across all virtual brands and channels, and posts a completion checklist to Slack so you can confirm every platform is in sync.
Encompass Automated Order Exception Flags
Every hour, WebRun scans today's orders in Encompass for exceptions like shorts, substitutions, and out-of-stocks, and posts a clean exceptions list to your ops Slack channel.
Automated Food Manufacturer Invoice Collection Drafts
Every Monday, WebRun finds overdue invoices in QuickBooks, cross-references customer order history in Wherefour, and drafts polite but firm collection emails in Gmail so your accounts team can review and send without writing each one from scratch.
Automated EV Charging Overdue Invoice Chaser
WebRun finds CPO or site-host invoices past their due date in QuickBooks, drafts a polite chaser for each, and queues them for your approval before anything is sent.
Automated Heir Distribution Statement Drafts
When a distribution period closes in EstateExec, WebRun compiles each heir's distribution details and drafts a formal statement for the executor to review and approve before delivering it to beneficiaries.
Automated Equipment Lease Payment Chasing
WebRun finds every overdue lease payment in Odessa, drafts a polite collection notice in Gmail for each lessee, and posts your team a ranked worklist in Slack so the highest-risk accounts get called first.
Automated Environmental Monitoring Report Deadline Tracking
WebRun checks Locus Technologies for monitoring reports due across all client sites, flags anything approaching its submission deadline, and posts a prioritised list to your team in Slack each week.
Automated EHS Consulting Lead Intake Routing
When a new prospect fills out your contact form, WebRun reads their industry, site count, and request type, scores the lead, and routes it to the right EHS consultant in Slack.
Automated Relativity Production Deadline Tracking
WebRun reads upcoming production deadlines from Google Sheets, checks review progress in Relativity, and posts a daily countdown digest to Slack so nothing is missed.
Automated Dumpster Rental Lead Intake and Routing
When a new inquiry arrives, WebRun reads the job details in Starlight, scores the lead by project size and zip code, and pings the right sales rep in Slack so no opportunity sits unrouted.
Automated Drone Service Overdue Invoice Chasing
Every Monday, WebRun checks QuickBooks for overdue invoices, drafts a polite payment reminder for each client, and posts your team a summary of who still owes you money.
Whiskey Systems Automated Proof of Delivery Chasing
Every Tuesday, WebRun checks Whiskey Systems for shipments delivered more than 2 days ago without a confirmed proof of delivery, drafts a chase message via Twilio for each account, and logs open PODs to a Google Sheet.
Automated Lane Capacity Digest for Trucking Dispatch
WebRun reviews your Truckbase load board and driver schedules each Monday, calculates available truck capacity by lane for the week ahead, and posts a capacity digest to your Slack channel so dispatchers can target the right loads.
Automated Dental Lab Invoice Collection Reminders
Every Monday, WebRun opens Evident, finds invoices past due, drafts a polite reminder email for each doctor account, and posts a collections worklist to Slack for your billing team to review before anything is sent.
PDI Technologies Automated New Product Launch Checklist
When you add a new SKU to PDI Technologies, WebRun builds a launch checklist, confirms pricebook and planogram tasks are complete at each site, and posts progress to Google Sheets.
Automated Local Line Seasonal Product Launch Checklist
When you are ready to add a new seasonal item to your Local Line store, WebRun walks through a launch checklist: verifying the listing, checking inventory settings, confirming pricing, and posting a launch alert to Slack.
MeridianLink Automated Member Onboarding Kickoff
When a new member account is opened in MeridianLink, WebRun drafts a personalized welcome email, creates a Google Calendar onboarding task for the assigned representative, and posts a new-member alert to your team Slack channel.
CAQH Re-Attestation and Credentialing Rollover Tracking
WebRun monitors CAQH ProView re-attestation windows and Modio Health credentialing cycle rollovers, drafts reminder emails for providers approaching their 120-day attestation deadline, and posts your team a Telegram summary of who needs to act.
Automated Court Reporting Lead Intake Routing
When a new client inquiry arrives, WebRun reads the request details in ReporterBase, scores the lead by case type and geography, and routes it to the right coordinator in Slack.
Automated LoanPro Maturity Rollover Reminders
Every Monday, WebRun opens LoanPro, finds all loans maturing within the next 60 days, identifies which borrowers are candidates for renewal, and drafts outreach for your loan officers so no maturity date is missed and every relationship has a next step.
Automated Coffee Shop Online Order Routing
WebRun monitors your incoming online orders, checks current ticket volume, and sends each order to the right prep station in Slack so your team never loses track of a mobile order.
Automated Clinical Trial Visit Window Reminders
WebRun checks RealTime-CTMS daily for subjects whose protocol visit window closes within the next 5 days and posts a prioritized alert list to Slack so coordinators can act before the deadline.
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