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 GHG Reporting Period Rollover Checklist
When your annual GHG reporting period closes, WebRun checks Persefoni for any open items from the prior period, drafts a period-close summary for your records, and posts a rollover checklist to Slack so your team can open the new period with confidence.
Carta Automated Cap Table Anomaly Detection
Every night, WebRun audits your Carta cap table for anomalies like duplicate stakeholders, missing vesting schedules, grants without board consent records, or ownership percentages that do not sum correctly, and posts a flagged report to your legal Slack channel.
Automated Out-of-Tolerance Calibration Follow-Up Emails
When IndySoft records an out-of-tolerance or failed calibration result, WebRun drafts a clear follow-up email to the customer explaining the finding and the recommended next steps.
Automated Bowling Center New Product Launch Checklist
When you add a new menu item or bowling package in Conqueror X, WebRun walks through the full launch checklist: inventory setup, pricing check, staff alert, and a Mailchimp announcement draft.
Automated Bookstore Preorder Release Reminders
Every Monday, WebRun checks Bookmanager for preorders whose release date falls this week, drafts a personalised release-week reminder for each customer, and queues the drafts in Gmail for your approval.
Automated Beverage Distributor Order Exception Flags
Every morning, WebRun scans VIP for orders with exceptions such as missing pricing, minimum order violations, or unresolved substitutions, and posts a worklist to Slack so your team can resolve them before the day's routes lock.
Automated Bail Bond Indemnitor Document Chaser
WebRun reviews Captira each morning for indemnitors who have not submitted required documents, and drafts a polite follow-up for each so your agents can get every file completed without manual chasing.
Automated Axe Throwing Negative Review Triage
Every morning, WebRun scans your guest feedback in ROLLER for low scores, then drafts a personal response in Gmail and pings your Slack channel so you can act fast.
Automated Auto Transport Lane Capacity Digest
WebRun scans your active carrier network in Super Dispatch each Monday, groups available capacity by origin-destination lane, and posts a digest to Slack so your team can match loads to carriers faster.
Automated Auto Lending Document Collection Chaser
WebRun reviews open deals in RouteOne each morning for missing required documents such as proof of income, insurance, or residency, and drafts a document request message per deal for your team to review and send to the borrower or dealer.
Automated ASC Post-Op Recall Reminders
WebRun checks HST Pathways for patients whose post-operative recall or follow-up appointment is coming due, drafts reminder messages for your team to review, and logs outreach activity to a tracking sheet.
Helium 10 Automated Negative Review Monitoring
Every morning, WebRun scans your Amazon listings for new 1-to-2 star reviews, pulls the details via Helium 10 Alerts, and drafts a response in Gmail for your review before anything is posted publicly.
Amazon Seller Central›
Automated Alarm Inspection Due Date Reminders
WebRun checks AlarmBiller for customers whose annual fire or security inspection is coming due, drafts a scheduling reminder for each one, and logs every upcoming inspection to Google Calendar so your service team can plan capacity.
Automated Air Cargo Lane Capacity Digest
WebRun pulls booking and capacity data from Awery each week, summarises load factors by lane and carrier, and posts a concise capacity digest to Slack so your commercial team can spot undersold and oversold lanes at a glance.
Kipu Health Automated Alumni Follow-Up Recall Reminders
WebRun checks Kipu Health weekly for alumni whose next recommended follow-up date is approaching, drafts a scheduling reminder for staff review, and queues approved reminders for dispatch via Gmail so no alumni misses a recommended care milestone.
Automatic Freight Invoice Chasing for Yard Loads
WebRun matches completed loads in YardView against open invoices in QuickBooks, finds unpaid freight bills past their due date, and drafts a payment-chaser email for each carrier for your finance team to review.
KORONA POS Automated New Product Launch Checklist
When a new SKU is added in KORONA POS, WebRun works through a launch checklist: confirming the product record is complete, logging it in Google Sheets, and posting a setup reminder to Slack so nothing is missed before it hits the floor.
Tire Guru Automated New Product Launch Checklist
When you add a new tire product line to Tire Guru, WebRun builds a launch checklist: verifies inventory, drafts a customer announcement email, and logs every step in Google Sheets.
Automated Telehealth Provider Utilization Digest
Every Monday, WebRun tallies completed, cancelled, and no-show visits per provider in Doxy.me, calculates utilization rates, and posts a digest to Slack so leadership can spot under- or over-booked providers.
Automated Tax Resolution Client Onboarding
When a new resolution case is opened in Canopy, WebRun creates the intake checklist, sends a welcome email draft to the client, and schedules the kickoff call in Google Calendar.
Automated Subscription Box Negative Review Triage
WebRun monitors your review sources, surfaces low-rated reviews each morning, and sends an alert to your Telegram group so someone can respond the same day.
Automated Chargebee New Subscriber Onboarding
When a new subscription is activated in Chargebee, WebRun logs the customer in a Google Sheet, creates a kickoff task in your team calendar, and drafts a welcome email in Gmail ready for your team to personalize and send.
Automated RICS Software Price Change Rollout
When you trigger a price change rollout, WebRun reads the affected SKUs from a Google Sheet, updates prices in RICS Software, and logs each change with a timestamp so you have a complete audit trail.
Inntopia Automatic Lead Intake and Routing
WebRun reads each new lodging or group inquiry in Inntopia, scores it by party size and dates, and pings the right sales rep in Slack so no booking opportunity sits unattended.
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