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 Patent Docket Deadline Digest
Every morning WebRun opens Anaqua AQX, reads deadlines falling due in the next 14 days, and posts a ranked digest to your team Slack channel so critical dates are never missed.
Automated LP Delinquency Risk Worklist
Every Monday, WebRun reviews LP payment histories and outstanding capital call commitments in Juniper Square, scores each LP's delinquency risk, and delivers a prioritized worklist so your IR team acts early.
Automatic Intermodal Delay and Exception Alerts
WebRun monitors Rail Command throughout the day for shipment exceptions and delays, then posts an alert to Slack and sends a Twilio SMS to the responsible coordinator so problems are caught in hours, not days.
EZLynx Automated Agency Compliance Deadline Tracker
Every Monday, WebRun checks your agency's E&O policy expiry, producer license renewal dates, and CE hour deadlines in EZLynx and a Google Sheet tracker, and posts your team a Slack alert for anything due within 60 days.
Automated Therap Medicaid Eligibility Verification Worklist
At the start of each month, WebRun checks Therap for active individuals and flags any whose Medicaid eligibility needs to be re-verified, logging each to a Google Sheets worklist and alerting billing staff in Slack.
Automated Heavy Haul Customer Onboarding Kickoff
When a new customer contract is signed via DocuSign, WebRun pulls the customer details, sets up their profile in ProMiles, creates a Google Calendar kickoff event, and drafts a welcome email in Gmail for your account manager to review and send.
Automated Equipment Field Service Dispatch Digest
Every morning, WebRun reads the day's scheduled field service jobs from e-Emphasys, organizes them by technician and route, and sends each technician a plain-language job brief via Telegram.
Automated Etsy Lapsed Buyer Win-Back Drafts
Every Monday, WebRun identifies Etsy buyers who purchased more than 90 days ago and have not returned, then drafts a personalised win-back message in Mailchimp for your review before any email is sent.
Automated Grocery Loyalty Win-Back Email Drafts
Every week, WebRun finds loyalty members who have not shopped in 60-plus days in ECRS CATAPULT, drafts a personalised win-back email via Mailchimp, and queues each one for your review before sending.
Automated Ghost Kitchen Loyalty Win-Back Drafts
WebRun finds customers who have not ordered in 30 days, drafts a personalised win-back message in Mailchimp for each brand, and queues it for your review before anything is sent.
Encompass Automated Expiring Lot FEFO Alerts
Every morning, WebRun scans Encompass lot records for stock expiring within 14 days, ranks by urgency, and posts a FEFO alert to your warehouse team in Slack.
Wherefour Automatic Low-Stock Reorder Alerts
WebRun checks your ingredient inventory in Wherefour each morning, finds items below reorder threshold, and posts a prioritized replenishment list to Slack so your purchasing team acts before a stockout hits production.
Automated CPO Partner Document Collection Chaser
WebRun checks which new partner accounts are missing required documents such as grid connection certificates or insurance, and drafts a polite chaser message for each so your onboarding team doesn't have to track it manually.
Automated Estate Email Data Entry to EstateExec
When estate-related documents or statements arrive by email, WebRun reads the key details and logs them to EstateExec and a Google Sheet so nothing has to be entered manually.
Automated Lease Application Document Chasing
WebRun checks every new Odessa application for outstanding documents, drafts a personalised chaser in Gmail for each applicant, and logs the status in a Google Sheet so your ops team sees exactly what is still needed.
Automated Environmental Document Collection Chasing
WebRun checks Locus Technologies for outstanding document submissions from clients, drafts polite chaser emails for each missing item, and notifies your project team in Slack.
Automated EHS Client Onboarding Kickoff
When a new client contract is signed, WebRun sets up their profile in VelocityEHS, creates the kickoff checklist in Google Sheets, and drafts a welcome email with next steps for your review.
Automated Relativity Incident and Exception Alerts
WebRun monitors Relativity for processing failures, privilege log exceptions, and review holds, and sends an immediate Telegram alert to the litigation ops team when any incident crosses your threshold.
Automated Dumpster Rental Daily Dispatch Briefing
Every morning, WebRun pulls tomorrow's confirmed delivery and pickup jobs from Starlight, groups them by driver and route, and posts each driver's job list to a shared Telegram group so the crew is briefed before leaving the yard.
Automated Drone Flight Document Collection Chaser
Before a scheduled flight, WebRun checks which clients still haven't sent site access permissions, signed waivers, or insurance certificates, and drafts a reminder to collect them.
Whiskey Systems Automated Wholesale Account Onboarding
When a new wholesale account is added in Whiskey Systems, WebRun gathers their details, drafts a welcome email in Gmail, and creates a follow-up task in Google Calendar so no new account slips through the cracks.
Automated Freight Delay Exception Alerts
WebRun monitors active loads in Truckbase for delays against scheduled pickup or delivery times, detects exceptions in real time, and sends an immediate Slack alert to the responsible dispatcher so they can notify the broker or customer.
Automated Dental Lab FEFO Lot Expiry Alerts
Every morning, WebRun scans Evident for alloy and resin lots expiring within 60 days, sorts them by first-expiry-first-out order, and posts a use-first list to Slack so your lab technicians pull the right lot every time and nothing expires unused.
PDI Technologies Automated Gift Card Reconciliation
Every week, WebRun pulls outstanding gift card balances from PDI Technologies, reconciles them against QuickBooks, and posts a liability summary to your finance team in Slack.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.