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
Printavo Automated Daily Production Status Digest
Every morning, WebRun pulls all active jobs from Printavo, summarizes their status, tasks, and due dates, and posts a production digest to your Slack channel.
Printavo›Slack
ScrapRight Automated Contract Renewal Reminders
Every Monday, WebRun checks open sales contracts in ScrapRight for those expiring in the next 60 days, drafts a renewal prompt for each in Gmail, and posts a renewal priority list to Slack for the sales team.
ScrapRight›Gmail›Slack
Automated Checkmate Daily Dispatch Digest
Every morning, WebRun reads orders marked for shipment in Checkmate, checks any Stripe payments to confirm they cleared, and posts a structured dispatch digest to Slack so your shipping team knows exactly which parts to pack and ship today.
Checkmate›Stripe›Slack
Automated RV Service Daily Dispatch Digest
Every morning, WebRun pulls the day's scheduled service appointments from IDS Astra, assigns jobs to available technicians, and posts a structured dispatch sheet to the service channel in Slack.
IDS Astra›Google Calendar›Slack
Cropster Green Inventory Par Alerts by SMS
WebRun monitors your Cropster green inventory each morning and texts your buying team via Twilio the moment any origin lot drops below the minimum par you set, so no origin runs dry between buying cycles.
Cropster›Twilio›Google Sheets
Automated Customer Portal Return Request Digest
Every morning, WebRun opens ReverseLogix, pulls all new return requests submitted via the customer portal in the last 24 hours, summarizes them by reason code and product category, and posts the digest to your returns team Slack channel.
ReverseLogix›Slack›Google Sheets
Automated Delinquent Contribution Risk Worklist
WebRun reviews your plan portfolio in PensionPro each week, flags plans where employer contributions appear late or unconfirmed, and builds your team a prioritized worklist to investigate before a DOL issue arises.
PensionPro›ftwilliam.com›Twilio
Automated Produce Pro FEFO Expiring Lot Alerts
Twice daily, WebRun scans Produce Pro for lots approaching their use-by date, verifies FEFO order is being followed for each commodity, and posts an expiry alert to your warehouse Slack channel so pickers act on the right lot first.
Produce Pro›Slack›Twilio
Printful Automated Customer Win-Back Drafts
Every Monday, WebRun finds customers who ordered from your Printful store more than 90 days ago and haven't reordered, drafts a personalized win-back email with a discount offer in Mailchimp, and leaves it for your approval before any campaign launches.
Printful›Mailchimp
Automated Pizzeria Customer Win-Back Email Campaign
WebRun spots customers who have gone quiet for 45 or more days and drafts a personalized win-back offer email for each one, ready for your review before anything is sent.
Slice›Mailchimp›Google Sheets
Automated PI Daily Dispatch Briefing
Every morning, WebRun pulls today's scheduled assignments and active surveillance cases from CROSStrax, organises them by investigator and start time, and posts a dispatch briefing to your team Slack channel so everyone knows their day before they leave the office.
CROSStrax›Google Sheets›Slack
Automated Spektrix Sales Exception Alerts
Every hour, WebRun checks Spektrix for sudden drops in ticket sales or failed donation transactions and sends an immediate Telegram alert to your operations team so nothing slips past.
Spektrix›Telegram
Automated New Patient Intake Form Follow-Up
WebRun finds new patients in Office Practicum whose intake forms are still incomplete, drafts a polite completion reminder for each family, and queues the drafts in Gmail for your front desk to review before sending.
Office Practicum›Gmail›Google Sheets
IRIS CRM Automated Delinquency Risk Worklist
Every week, WebRun checks IRIS CRM for merchants with elevated chargeback ratios, overdue fees, or risk flags, and posts a ranked delinquency worklist to Slack for your risk team to action.
IRIS CRM›Slack›Google Sheets
Automated New Patient Intake Chaser for Oral Surgery
WebRun checks DSN Software every morning for new oral surgery patients with incomplete intake forms scheduled in the next 72 hours, drafts a completion reminder for staff to review, and posts a worklist to Slack.
DSN Software›Slack›Twilio
Automated Nephrology New Patient Intake Chaser
WebRun checks Acumen daily for new nephrology referrals with missing intake forms, drafts a completion reminder for each, and posts a running list to Google Sheets so nothing holds up a first appointment.
Acumen›Google Sheets›Mailchimp
Automated Prism.fm Hold Confirmation Reminders
WebRun scans Prism.fm daily for holds that are more than seven days old without a status update, and sends an internal Slack reminder to the responsible talent buyer with the hold details and a prompt to confirm or release.
Prism.fm›Slack›Google Sheets
Automated Music Lesson Confirmation SMS
Every Sunday evening, WebRun checks RAIN POS for all lessons scheduled in the coming week, drafts a confirmation SMS for each student or parent via Twilio, and queues them for approval so no student arrives at an empty room.
RAIN POS›Twilio›Google Calendar
Automated Museum Event RSVP Confirmations
After a guest registers for a museum event in Blackbaud Altru, WebRun drafts a personalised confirmation email with event details and adds the event to their Google Calendar invite so the team can review and dispatch.
Blackbaud Altru›Gmail›Google Calendar
Automated Vista Cinema Gift Card Liability Digest
Every Monday, WebRun pulls the current gift card balances from Vista, calculates total outstanding liability, and posts a digest to Slack with the balance breakdown and any cards approaching expiry.
Vista›Slack›QuickBooks
Automated MCA Default Risk Worklist
Every morning, WebRun scores your active MCA portfolio in Centrex against your default-risk criteria, builds a prioritised worklist of at-risk advances, and posts it to Slack so your risk team can intervene before a delinquency escalates.
Centrex›Slack›Google Sheets
Automated LTL Delay and Transit Exception Alerts
WebRun monitors active LTL shipments in SMC3 for transit exceptions and delays, then posts real-time alerts to Slack and sends Twilio SMS notifications to the account manager on record.
SMC3›Slack›Twilio
Lightspeed Automated Loyalty Win-Back Campaigns
Every Monday, WebRun finds Lightspeed loyalty customers who have not visited in 60-plus days and drafts a personalized win-back email in Mailchimp for your review before sending.
Lightspeed›Mailchimp
Automated Survey Crew Scheduling Confirmations
The evening before a scheduled field day, WebRun reads the next day's crew assignments, drafts a confirmation message for each technician, and queues them in Gmail for your approval before they send.
Carlson Software›Google Calendar›Gmail›+1

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