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 Nephrology Patient Balance Chaser
WebRun finds patients with overdue balances in Acumen, drafts a polite balance reminder for each, queues the drafts for staff approval, and logs the chase in Google Sheets.
Automated Prism.fm Daily Show Pipeline Digest
Every morning, WebRun opens Prism.fm and builds a digest of upcoming confirmed shows, open holds, and pending offers, then posts it to your internal Slack channel so the whole team starts the day aligned.
Automated Music Store Loyalty Win-Back Drafts
Every Monday, WebRun finds loyalty customers who haven't visited in 90 days, drafts a personalized win-back email through Mailchimp for each one, and queues the campaign for your approval before any message is sent.
Automated Museum Admissions Exception Alerts
WebRun monitors Blackbaud Altru throughout the day and sends an immediate Telegram alert when admissions counts, donation totals, or membership signups fall significantly below or above expected thresholds.
Automated Vista Low-Attendance Session Alerts
Every morning, WebRun checks Vista for sessions screening today that are below your occupancy target and sends a Telegram message to the programming team so they can act before the session starts.
Automated MCA ISO Broker Submission Updates
Every afternoon, WebRun pulls the latest status for each open ISO submission in Centrex, drafts a personalised status update for every broker, and queues the updates for your team to review and send so brokers stay informed without chasing you.
Automated LTL Driver Document Expiry Tracking
WebRun reviews your driver roster for CDL, medical certificate, and hazmat endorsement expiry dates, posts a weekly compliance alert to Slack, and drafts renewal reminder emails to drivers for manager review.
Lightspeed Automated New Product Launch Checklist
When you add a new product in Lightspeed, WebRun works through a setup checklist covering pricing, stock levels, category assignment, and online listing, then posts a completion report to Slack.
Automated Survey Document Collection Chaser
WebRun checks each active project for outstanding client documents, drafts a polite request email for each gap, and posts a collection status list to Slack so your team knows what is still missing.
Automated Patent Filing Status Updates for Clients
Every Friday WebRun pulls the latest status of each client's active patent filings from Anaqua AQX and drafts a clear, on-brand status update email for attorney review before it reaches the client.
Automated LP KYC Document Collection Chaser
Every Monday, WebRun checks Juniper Square for LPs with incomplete KYC or AML document collections, identifies what is missing, and queues a personalized chase email for each LP for GP review before sending.
Automated Driver Document Expiry Tracking
WebRun scans your driver compliance records weekly for CDL licenses, medical certificates, and hazmat endorsements expiring within 45 days, then drafts a renewal notice to each driver and alerts your compliance team in Slack.
EZLynx Automated Policy Data Entry From Email
Every morning, WebRun reads your Gmail for new carrier or client emails containing policy data, extracts the key fields, and logs them into EZLynx as draft records for your team to review and confirm.
Automated Therap GER Incident Report Follow-Up Tracking
After a General Event Report is filed in Therap, WebRun checks for overdue follow-up steps, logs each open item to a tracker, and alerts the program director in Slack to keep investigations on schedule.
Automated Heavy Haul Driver Document Expiry Tracking
WebRun checks your driver roster for expiring CDLs, medical certificates, and oversize endorsements each week, cross-references upcoming ProMiles move assignments, and sends your fleet manager a prioritized renewal list so no driver runs an expired credential on a permitted load.
Automated e-Emphasys Work Order Status Digest
Every morning, WebRun pulls all open work orders from e-Emphasys, groups them by status and technician, and posts a concise digest to your Slack channel so your service manager starts the day informed.
Automated Etsy Negative Review Triage
When a new 1- or 2-star review appears on your Etsy shop, WebRun logs it in Google Sheets, drafts a calm and professional response in Gmail, and sends you a Telegram alert so nothing slips through.
Automated Grocery New Product Launch Checklist
When you add a new product in ECRS CATAPULT, WebRun builds a launch checklist in Google Sheets covering pricing, shelf placement, POS setup, and signage, then posts a Slack notification to the department manager.
Automated Ghost Kitchen New Menu Item Launch Checklist
When you approve a new item, WebRun opens Otter to add it to the right virtual brands, logs each step to Google Sheets, and posts a launch-completion checklist to Slack so nothing is missed.
Encompass Automated New Customer Onboarding Kickoff
When a new customer account is approved in Encompass, WebRun drafts a welcome email, creates a Google Calendar onboarding call, and notifies the account rep in Slack.
Wherefour Automated New Item Setup Checklist
When a new item is created in Wherefour, WebRun runs through a mandatory setup checklist covering formula, costing, lot attributes, regulatory fields, and customer price list inclusion, and posts a completion status to Slack so your team can close any gaps before the first batch is produced.
Automated EV Charging Maintenance Job Digest
Every morning, WebRun pulls all open maintenance and installation jobs from your field-service tracker, groups them by site and status, and posts a clean summary to Slack so your ops team starts the day with a clear picture.
Automated Estate Plan Review Reminders
Every year, WebRun checks each client's last estate-plan review date in Vanilla, identifies overdue or upcoming reviews, and sends the advisor a prioritized list with draft outreach for each client.
Automated Equipment Lease Maturity Reminders
Every Monday, WebRun scans Odessa for leases reaching maturity in the next 60 days, creates calendar events for each maturity date in Google Calendar, and sends your relationship team an SMS alert via Twilio for any lease maturing within 14 days.
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