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.
Carta Automated Equity Data Entry From Email
When equity action emails arrive in Gmail (term sheets, grant notices, conversion confirmations), WebRun reads the key details and drafts a structured Carta data-entry task so your equity manager can post entries in minutes instead of hours.
Automated Instrument Recall and Out-of-Tolerance Alerts
When an out-of-tolerance result or recall flag appears in IndySoft, WebRun immediately notifies the responsible team via Slack and drafts a customer recall notice in Gmail.
Automated Bowling Center Low-Stock Reorder Alerts
WebRun checks your Conqueror X inventory for items below your reorder threshold and sends an alert to your manager via Telegram so nothing runs dry mid-shift.
Automated Bookstore Loyalty Win-Back Campaign Drafts
Every Monday, WebRun finds loyalty customers in Bookmanager who have not visited in 90 days, drafts a warm win-back email for each, and queues the drafts in Mailchimp for your review before sending.
Automatic Beverage Distributor Low-Stock Reorder Alerts
Every morning, WebRun checks your VIP inventory levels, flags any SKUs below your reorder threshold, and posts a prioritized purchase list to Slack so your buying team can act before a stockout hits.
Automated Bail Bond Defendant Check-In Reminders
WebRun reviews Captira each morning for defendants whose scheduled check-in is due today or overdue, drafts a reminder SMS for each, and posts a compliance digest to Telegram so your agents know who needs attention.
Automated Axe Throwing Group Event Follow-Up Emails
After each group event, WebRun finds the organizer's contact in ROLLER and drafts a personalized follow-up email in Gmail with a rebooking offer and an invitation to leave a review.
Automated Auto Transport Detention Tracking
WebRun watches your Super Dispatch loads for pickup or delivery delays past the free-time window, calculates the accruing detention charge, and posts a daily summary to Slack so your team can act before costs spiral.
Automated Auto Lending Deal Data Entry From Email
WebRun reads incoming dealer emails in Gmail containing deal submissions or buyer information, extracts the structured data fields, and populates a Google Sheet staging log so your processor can verify and push the record to RouteOne with a single review.
Automated ASC Patient Balance Collection Reminders
WebRun pulls overdue patient balances from HST Pathways, logs them to a collections tracker in Google Sheets, and drafts balance reminder statements for staff to review before any outreach reaches a patient.
Helium 10 Automated Keyword Rank Tracking Digest
Every Monday, WebRun pulls your tracked keyword ranks from Helium 10 Keyword Tracker and emails a clean weekly digest showing which keywords climbed, dropped, or fell off the first page.
Automated Alarm Company Failed Payment Recovery
WebRun checks AlarmBiller for customers with failed or declined payments, drafts a recovery message for each account via Twilio SMS, and logs every case to a Google Sheet so your billing team can track resolution.
Automated Air Cargo Detention and Demurrage Tracking
WebRun checks Awery daily for cargo sitting beyond free-time limits, calculates accruing detention and demurrage exposure, and posts an alert to Slack so your team can act before charges pile up.
Kipu Health Automated No-Show Recovery
When a patient misses an admission or clinical appointment in Kipu Health, WebRun flags the gap, drafts a re-engagement message for staff review, and logs the outreach attempt in Google Sheets.
Real-Time Yard Load Delay Exception Alerts
WebRun monitors active loads in YardView and sends an immediate Telegram alert whenever a load exceeds its expected dock time or gate check-in window, so your team can intervene before a shipment falls behind schedule.
KORONA POS Automatic Low-Stock Reorder Alerts
Every morning, WebRun checks KORONA POS stock levels against your reorder points and sends a Telegram message listing every SKU that needs replenishing today.
Tire Guru Automatic Low-Stock Reorder Alerts
Every morning, WebRun checks Tire Guru inventory levels, finds any SKU below your reorder threshold, and sends a Telegram alert so your team can order before stock hits zero.
Automated Telehealth No-Show Recovery
When a patient misses their video visit, WebRun checks Doxy.me, drafts a re-engagement message in Gmail, and logs the incident in Google Sheets so your front desk can follow up.
Automated Tax Resolution Document Collection Chaser
WebRun checks Canopy for outstanding document requests, identifies clients who are overdue, and drafts polite follow-up messages for your review before sending.
Automated Subbly Stripe Payment Reconciliation
Every evening, WebRun pulls the day's Stripe charges, matches them to Subbly orders, and logs any discrepancies to a Google Sheet for your bookkeeper to review.
Automated Chargebee Invoice Delivery Drafts
Every month, WebRun finds finalized invoices in Chargebee, pairs each with a short personalized cover note, and drafts the delivery email in Gmail so your team can review and send with one click.
Automated Sporting Goods Loyalty Win-Back Drafts
Every week, WebRun finds loyalty customers in RICS Software who have not visited in 90 days, drafts a personalized win-back email with a targeted offer, and queues each draft in Mailchimp for your review.
Inntopia Automated Group Booking Follow-Up Drafts
WebRun finds group inquiries in Inntopia that have not converted within 5 days, pulls the lead details, and drafts a follow-up email with a tailored package offer in Gmail for your sales team to review and send.
PointClickCare Automated Claim Denial Worklist
WebRun checks PointClickCare each weekday for new claim denials, categorizes them by denial reason and payer, logs everything in a Google Sheet, and posts a prioritized worklist to your billing team in Slack so no denial sits unworked.
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