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.

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All categories
Automated Convenience Store Negative Review Triage
WebRun monitors Google Business reviews for your locations, flags anything under 3 stars, and drafts a calm, on-brand reply for your manager to approve before it posts.
PDI Technologies›Google Sheets›Gmail
Automated Local Line Review Request Drafts
After each Local Line fulfillment cycle closes, WebRun drafts a personalized review request email in Gmail for every customer who completed a pickup, ready for you to approve and send.
Local Line›Gmail
MeridianLink Automated Daily Loan Pipeline Status Digest
Every morning, WebRun opens MeridianLink, reads the current status of every open loan application, summarizes the pipeline by stage, and posts a clean digest to your lending team Slack channel.
MeridianLink›Slack›Twilio
Automated Credentialing Exception and Anomaly Detection
WebRun audits Modio Health daily for provider record anomalies like missing NPI, expired malpractice insurance, or mismatched license states, and posts a flagged exception list to Slack for your team to resolve.
Modio Health›Google Sheets›Telegram
Automated ReporterBase Daily Job Status Digest
Every morning, WebRun pulls the day's jobs from ReporterBase, checks reporter assignments and transcript delivery status, and posts a concise digest to your Slack channel.
ReporterBase›Slack
Automated LoanPro Hardship Request Case Management
When a hardship request arrives, WebRun pulls the borrower's loan details from LoanPro, checks their payment history and current balance, and builds a structured case summary for your loan modification team so they can make a timely, informed decision.
LoanPro›Google Sheets›Slack
Automated Coffee Shop Negative Review Triage
WebRun monitors your Google reviews each morning, flags any new negative reviews, drafts a thoughtful reply for your approval, and logs the issue in a Google Sheet so nothing falls through the cracks.
Google Business Profile›Odeko›Google Sheets
Automated Clinical Research Staff Utilization Digest
Every Monday, WebRun pulls staff visit and task assignment data from RealTime-CTMS and compiles a utilization digest in Google Sheets, showing who is overloaded and who has capacity, so site leadership can rebalance assignments before burnout hits.
RealTime-CTMS›Google Sheets›Slack
Automated Persefoni Supplier Data Chaser
WebRun checks Persefoni for every supplier missing activity data, drafts a polite chaser email for each, and posts you a tracker in Google Sheets so nothing falls through the cracks.
Persefoni›Gmail›Google Sheets
Carta Automated Unsigned Equity Agreement Chaser
WebRun checks Carta for unsigned option or stock agreements, identifies which employees have not signed, and sends Slack reminders plus drafts a Twilio SMS for your approval so every agreement gets returned quickly.
Carta›Slack›Twilio
Automated Calibration Lab Lead Intake and Routing
When a new enquiry lands in Gmail, WebRun reads it, identifies the instrument type and service needed, logs it in Google Sheets, and pings the right technician or sales rep in Slack.
Gmail›Google Sheets›Slack›+1
Automated Bowling Center Negative Review Triage
WebRun spots new low-star reviews on Google, summarizes the complaint, drafts a professional response, and posts it to Slack for your approval before anything goes public.
Google Business Profile›Conqueror X›Slack
Automated Bookstore New Title Launch Checklist
When a significant new title arrives in Bookmanager, WebRun works through your store's launch checklist: shelf placement, staff picks note, social post draft, and an email to your preorder waitlist, all queued for your approval.
Bookmanager›Gmail›Twilio
Automated Beverage Distributor New Item Setup Checklist
When a new SKU is added to VIP, WebRun checks every required setup field, flags any that are incomplete, and posts a setup checklist to Slack so the team can complete the record before the item goes on sale.
VIP›Slack›Google Sheets
Automated Bail Bond Exception and Incident Alerts
WebRun monitors Captira throughout the day for high-risk events such as re-arrest alerts, missed check-ins, or payment failures, and immediately notifies your agency via Slack and Telegram so no critical incident goes unaddressed.
Captira›Slack›Telegram
Automated Axe Throwing Guest Win-Back Emails
Every week, WebRun finds guests who visited more than 60 days ago and haven't rebooked, then drafts a win-back email in Mailchimp for your review before it goes out.
ROLLER›Mailchimp
Automated Auto Transport Invoice Chaser
WebRun scans Super Dispatch for invoices past their due date, checks the balance in QuickBooks, and drafts a polite payment reminder to each shipper for your review before anything is sent.
Super Dispatch›QuickBooks›Gmail
Automated Auto Lending Delinquency Bucket Worklist
WebRun pulls delinquent accounts from your portfolio each morning, sorts them into 30-, 60-, and 90-plus-day buckets, and posts each collector a prioritized worklist in Slack so the team starts the day focused on the right accounts.
RouteOne›Slack›QuickBooks
Automated ASC Prior Authorization Expiry Tracking
WebRun scans HST Pathways for surgical cases with prior authorizations expiring in the next 14 days, flags each one in a Google Sheet, and posts a daily alert to Slack so your team can renew before the case is denied.
HST Pathways›Google Sheets›Slack
Automated Amazon Repeat Buyer Win-Back Email Drafts
Every week, WebRun identifies repeat Amazon buyers who have not ordered in 90 days, and drafts a win-back email via Mailchimp for your review before any message reaches a customer.
Amazon Seller Central›Helium 10›Mailchimp
Automated Alarm Account Exception Alerts
WebRun monitors AlarmBiller for critical account exceptions such as suspended monitoring, overdue service tickets, or repeated dispatch failures, and fires an immediate alert to the operations team in Telegram so nothing slips to next week's review.
AlarmBiller›Telegram
Automated Air Freight Invoice Chaser
WebRun finds overdue freight invoices in QuickBooks, cross-references the shipment records in Awery, drafts a polite payment chaser for each customer, and posts the outstanding balance list to Slack.
Awery›QuickBooks›Slack
Kipu Health Automated Provider Utilization Digest
Every Monday, WebRun reads session data from Kipu Health, calculates each clinician's caseload, group facilitation hours, and note completion rate, and posts a utilization digest to Slack so clinical supervisors can spot capacity gaps and burnout risk early.
Kipu Health›Google Sheets›Slack
Automatic Driver Document Expiry Tracking in YardView
WebRun scans driver records in YardView for CDLs and hazmat endorsements expiring within 45 days, drafts renewal reminder emails for the carriers responsible, and alerts your gate team in Slack.
YardView›Slack›Gmail

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