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 Survey Crew Fieldwork Dispatch Digest
Every morning, WebRun compiles the day's field assignments from Carlson Software and Google Calendar into a structured dispatch digest and posts it to Slack so every crew member knows exactly where to go and what to bring.
Automated IP Docket Exception Alerts
WebRun monitors Anaqua AQX for overdue docket actions, unacknowledged office actions, and stalled matters, then sends an immediate Slack alert to the managing partner so exceptions are never discovered too late.
Automated Juniper Square Exception and Anomaly Flags
Every morning, WebRun scans Juniper Square for anomalies such as unusually large transactions, duplicate entries, missing required fields, and ownership percentage errors, and posts a flagged exception list to the IR team.
Automated Intermodal Freight Invoice Chasing
WebRun checks QuickBooks weekly for overdue intermodal freight invoices, then drafts a polite payment reminder to each customer for your review, so outstanding balances get chased consistently without you lifting a finger.
EZLynx Automated Missing Document Collection Chaser
Every morning, WebRun finds clients with outstanding document requests in EZLynx, drafts a follow-up email for each, and posts your team a Slack list of who still hasn't submitted.
Automated Therap ISP Review Due Date Tracking
WebRun checks Therap each week for Individual Service Plans due for annual or semi-annual review, posts a ranked list to Slack, and drafts calendar holds for the care coordinator to confirm.
Automated Heavy Haul Escort Vehicle Scheduling
WebRun reviews your upcoming heavy haul moves in ProMiles each morning, identifies loads that require escort vehicles, and drafts confirmation emails to your pilot car providers so no oversize move departs without its required escort.
Automated Heavy Equipment Lead Routing
WebRun reads each new inbound lead from your e-Emphasys CRM, scores it by equipment type and deal size, and pings the right sales rep in Slack so no hot prospect waits.
Automated Etsy New Product Launch Checklist
When you are ready to list a new product, WebRun uses Marmalead to research the best keywords, builds a launch checklist in Google Sheets, and drafts your listing title and tags for review in Google Sheets.
ECRS CATAPULT Automated Online Order Routing
The moment a new online order arrives in ECRS CATAPULT WebCart, WebRun reads the order details, determines the correct pick zone, and posts an assignment to the team Telegram channel so picking starts without delay.
Automated Ghost Kitchen Order Routing
As orders arrive in Otter, WebRun checks each order's brand and item requirements and posts a routing note to the correct Google Chat kitchen station channel so prep starts immediately.
Encompass Automated New Item Setup Checklist
When a new item is created in Encompass, WebRun checks all required setup fields, flags any gaps in a Slack alert to your catalogue team, and logs the checklist to a Google Sheet.
Wherefour Automated Order Exception Flagging
WebRun reviews every open sales order in Wherefour each morning, flags exceptions like quantity mismatches, missing lot assignments, or orders past their promised ship date, and posts a prioritized exceptions list to Slack so your ops team can resolve issues before they reach the customer.
Automated EV Charging Lead Routing
WebRun picks up every new inbound enquiry from charge point operators or site hosts, scores it by site size and region, and pings the right sales rep in Slack so no opportunity sits unrouted.
Automated Estate Transaction Anomaly Detection
Every morning, WebRun scans recent estate transactions in EstateExec for anomalies such as duplicate entries, unusually large amounts, or transactions outside normal categories, and alerts the executor via Slack.
Automated Equipment Lease Lessee Onboarding
When a new lease is approved in Odessa, WebRun sends a welcome email draft via Gmail, routes the onboarding task to the right team member in Slack, and schedules the kick-off call in Google Calendar.
Automated Environmental Lab Result Routing
When lab results arrive by email, WebRun reads the sample IDs, matches them to the correct project in Locus Technologies, and notifies the responsible consultant via Slack so they can review and action.
Automated EHS Engagement Status Digest
Every morning, WebRun pulls the status of every active EHS consulting engagement from VelocityEHS and Google Sheets, and posts a concise digest to your Slack so nothing slips.
Automated Relativity Processing Exception Monitoring
WebRun checks Relativity for processing errors and exceptions each morning, logs them to a Google Sheet, and sends a Telegram alert when any exception count crosses your threshold.
Automated Daily Dumpster Job Status Digest
Every morning, WebRun pulls all active roll-off jobs from Starlight, groups them by status and driver, and posts a concise digest to Slack so your operations team starts the day with a full picture.
Automated Drone Service Lead Intake and Routing
Every time a new inquiry lands, WebRun reads the project type and location, scores the lead against your service area and equipment, and pings the right pilot or sales contact in Slack.
Whiskey Systems Automated Price List Update Notifications
When you update pricing in Whiskey Systems, WebRun drafts personalized price-change notification emails in Gmail for each active wholesale account and logs the rollout status to a Google Sheet.
Automated Freight Invoice Chaser for Carriers
WebRun checks Truckbase for freight invoices past their due date, identifies which brokers or shippers have not paid, and drafts a polite payment reminder email in Gmail for your review before sending.
Automated Dental Lab Case Hold and Remake Alerts
WebRun scans Evident each morning for cases on hold or flagged for remake, groups them by reason, and posts an exception report to Slack so your production manager can clear the queue before due dates are missed.
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