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.

All categories
All categories
Printful Automated Negative Review Triage
Every morning, WebRun scans your store for new 1-star and 2-star reviews, summarizes the issue, drafts a professional reply in Gmail, and posts a Slack alert so your team can respond quickly and resolve the problem.
Printful›Gmail›Slack
Automated Pizzeria Negative Review Triage
WebRun monitors new reviews on your Slice listing and Google Business Profile, flags anything below 4 stars, and drafts a professional reply for your approval so no negative review stays silent.
Slice›Google Sheets›Telegram
Automated PI Document Collection Chaser
WebRun checks CROSStrax for cases awaiting client-supplied documents and drafts a chaser message via Telegram for each one, so your team can send the right nudge with one tap.
CROSStrax›Google Sheets›Telegram
Automated Spektrix Lapsed Donor Outreach Drafts
Every month, WebRun finds donors in Spektrix who gave last year but have not donated again, and drafts a personalised re-engagement email in Gmail for your development team to review and send.
Spektrix›Gmail›Google Sheets
Automated Pediatric No-Show Recovery
WebRun finds today's no-show appointments in Office Practicum, drafts a re-scheduling message for each family, and logs the outreach in a Google Sheet for your front desk to review and send.
Office Practicum›Google Sheets›Gmail
Automated Merchant Document Collection Chaser
Every morning, WebRun checks IRIS CRM for merchant applications missing required documents, drafts a chaser email for each, and logs every outstanding item in a Google Sheet for your onboarding team.
IRIS CRM›Gmail›Google Sheets
Automated Oral Surgery No-Show Recovery
WebRun checks DSN Software each morning for patients who missed yesterday's oral surgery appointment, drafts a re-booking message for your front desk, and posts a recovery list to Slack.
DSN Software›Slack›Gmail
Automated Nephrology No-Show Recovery
When a nephrology patient misses an appointment, WebRun finds the gap in Acumen, drafts a follow-up message for staff to send, and logs the outreach in Google Sheets.
Acumen›Google Sheets›Slack
Automated Prism.fm Show Cancellation and Hold Alerts
WebRun watches Prism.fm for shows that move to a hold, cancellation, or postponement status and immediately sends a Telegram alert to your operations team with the show details and next-step prompts.
Prism.fm›Telegram›Google Sheets
Automated RAIN POS Low-Stock Reorder Alerts
Every morning, WebRun scans RAIN POS inventory, finds items below your reorder threshold, and logs a prioritized reorder list to Google Sheets so your buyer acts before shelves go empty.
RAIN POS›Google Sheets
Automated Museum Group Tour Booking Follow-Up
Every week, WebRun reviews open group tour quotes in Blackbaud Altru, identifies those with no response after five days, and drafts a personalised follow-up email in Gmail for your sales team to review and send.
Blackbaud Altru›Gmail›Telegram
Automated Vista Group Booking Follow-Up Drafts
Every morning, WebRun finds group bookings in Vista that were made in the last 48 hours but have not yet been confirmed or paid, and drafts a follow-up email in Gmail for each organiser.
Vista›Gmail›Google Sheets
Automated MCA Document Collection Chasing
Every morning, WebRun checks Centrex for open applications with outstanding documents, drafts a chaser for each applicant, and posts a stale-file list to your team so nothing sits waiting for bank statements or ID all week.
Centrex›Twilio›Google Sheets
Automated LTL Detention and Demurrage Tracking
WebRun monitors your LTL shipments in SMC3 for detention and demurrage exposure, logs accumulating accessorial charges, and alerts your team in Slack so you can act before the invoice arrives.
SMC3›Slack›Google Sheets
Lightspeed Automated Negative Review Triage
Every morning, WebRun checks your Google Business reviews for any new negative feedback, cross-references the customer in Lightspeed, and drafts a personalized response in Gmail for your approval.
Lightspeed›Gmail›Google Sheets
Automated Survey Deliverable Due Date Tracker
WebRun checks deliverable due dates across all active projects every morning, flags anything overdue or due within three days, and posts a prioritised tracker to Slack so no plat, report, or field data file misses its deadline.
Carlson Software›Google Sheets›Slack›+1
Automated IP Document Collection Chaser
WebRun scans Anaqua AQX for matters awaiting signed declarations, assignments, or inventor forms, then drafts a chaser email per client for attorney review so document gaps close before they delay a filing.
Anaqua AQX›DocuSign›Gmail
Automated Juniper Square Distribution Notices
WebRun reads your distribution run in Juniper Square, calculates each LP's share, drafts a personalized distribution notice with payment details, and saves every email for your review before funds move.
Juniper Square›Google Sheets›Slack
Automated Intermodal Demurrage Tracking
WebRun monitors Rail Command daily for railcars approaching or exceeding free-time limits, posts an alert to Slack, and logs accruing demurrage charges in Google Sheets so your team can act before the invoice arrives.
RSI Logistics Rail Command›Slack›Google Sheets
EZLynx Automated Cross-Sell Quote Opportunity Drafts
Every Monday, WebRun scans EZLynx for clients holding only one line of business, identifies the most likely cross-sell, and drafts a quote outreach email for each producer to review and send.
EZLynx›Gmail›Slack
Automated Therap EVV Exception Flagging and Worklist
Every morning, WebRun checks Therap for Electronic Visit Verification exceptions from the prior day, logs each to a worklist, and alerts the billing supervisor in Slack so corrections are made before claims are submitted.
Therap›Google Sheets›Slack
Automated Oversize Load Delay Exception Alerts
WebRun monitors active oversize loads in ProMiles throughout the day, detects any load running more than two hours behind its permitted travel window, and posts an exception alert to Slack so your dispatcher can act before a permit condition is breached.
ProMiles›Slack›Twilio
Automated Equipment Service Exception Alerts
WebRun scans e-Emphasys for service exceptions: repeat repairs on the same unit, unusually high parts usage, or warranty claims outside normal ranges, and alerts your service manager in Slack immediately.
e-Emphasys›Slack›Google Sheets
Automated Etsy Made-to-Order Buyer Update Drafts
Every day, WebRun checks your Etsy made-to-order orders that are approaching their ship date, and drafts a progress update message in Twilio SMS for each buyer for your approval before sending.
Etsy›Marmalead›Twilio›+1

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