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 Local Line Order Routing to Teams
Every hour, WebRun checks for new Local Line orders and routes each one to the correct team member or channel based on order type, delivery zone, or product category, so nothing sits unassigned.
MeridianLink Automated Delinquency Risk Worklist
Every morning, WebRun reads MeridianLink for loans trending toward delinquency, scores each by risk level, and delivers your collections team a prioritized worklist via Telegram so they work the right accounts first.
Automated Credentialing Data Entry From Email
WebRun reads incoming Gmail messages from payers and licensing boards, extracts key credentialing updates like enrollment approvals and license issue dates, and logs them to a Google Sheet for coordinator review before entry into Modio Health.
Automated Court Reporter Daily Dispatch Briefs
Every morning, WebRun reads each reporter's jobs for the day from ReporterBase and sends them a personalised daily brief via SMS through Twilio so they arrive prepared and on time.
Automated LoanPro Delinquency Bucket Worklist
Every morning, WebRun opens LoanPro, sorts all delinquent accounts by bucket (1-29, 30-59, 60-89, 90-plus days past due), and delivers a prioritized worklist to your collections team so they work the highest-risk accounts first.
Automated Coffee Shop Loyalty Winback Campaigns
Every Monday, WebRun identifies loyalty members who haven't visited in 30 or more days, drafts a personalized winback offer for each, and queues the messages in Mailchimp for your review before they go out.
Automated Clinical Trial Monitoring Visit Prep
When a monitoring visit is scheduled, WebRun pulls the outstanding item list from RealTime-CTMS, builds a prep checklist in Google Sheets, and sends the coordination team a Slack briefing with everything that needs to be ready.
Automated Climate Disclosure Deadline Tracking
WebRun monitors your CSRD, CDP, and SEC disclosure deadlines in Google Calendar, checks your Persefoni submission status, and sends your team a Slack alert when a deadline is approaching and data is still incomplete.
Carta Automated Equity Compliance Deadline Tracking
WebRun scans your Carta equity plan for upcoming compliance deadlines (option expiries, ROFR windows, information rights milestones) and posts a weekly digest to your legal Slack channel so nothing slips through.
Automated Calibration Lab Customer Onboarding
When a new customer is added in IndySoft, WebRun creates a Google Sheets onboarding checklist, drafts a welcome email in Gmail, and notifies the assigned account manager in Slack.
Automated Bowling League Night SMS Reminders
The day before each league session, WebRun pulls the roster from Conqueror X, drafts a reminder message for each registered bowler, and queues them in Twilio SMS for your approval before sending.
Automated Bookmanager Low-Stock Reorder Alerts
Every morning, WebRun scans your Bookmanager inventory, finds titles below your reorder threshold, and sends you a reorder list via email to act on before the next shipment window.
Automated Beverage Distributor FEFO Expiring Lot Alerts
Every morning, WebRun scans VIP for lots nearing their expiration date, ranks them by days remaining using FEFO order, and posts an alert to Slack so your warehouse team can prioritize picking and your sales team can push the product before it expires.
Automated Bail Agency Daily Dispatch Digest
Every morning, WebRun compiles a complete daily briefing from Captira covering court dates, check-ins due, new leads, and at-risk bonds, and posts it to Slack so every agent and manager knows exactly what needs attention today.
Automated ROLLER Gift Card Liability Tracking
Every Monday, WebRun pulls your outstanding gift card balances from ROLLER and logs a liability snapshot to QuickBooks and a summary sheet in Google Sheets.
Automated Auto Transport Delay Exception Alerts
WebRun monitors your in-transit loads in Super Dispatch every few hours and posts a Slack alert the moment any load's expected delivery date slips or a status update goes missing.
Automated Auto Lending Dealer Covenant Tracker
WebRun checks your dealer covenant and condition schedule each week, compares current dealer performance metrics against required thresholds, flags any dealer approaching or in breach of a covenant condition, and posts a risk alert to your credit team's Slack channel.
Automated ASC No-Show Block Time Recovery
When a surgical case is canceled or a patient no-shows, WebRun checks your HST Pathways schedule, finds open block time, and drafts outreach to waitlisted patients so your OR stays productive.
Helium 10 Automated Amazon Hijacker Listing Alerts
Every hour, WebRun checks Helium 10 Alerts for unauthorized sellers on your branded ASINs and sends an immediate Telegram alert with the seller's details and a draft cease-and-desist notice for your review.
Amazon Seller Central›
Automated Alarm Company Document Collection Chaser
WebRun checks AlarmBiller for customer accounts or work orders missing required documents such as signed contracts, permit applications, or UL certificates, and sends your admin team a weekly chase list in Slack so nothing stalls an install.
Automated Air Cargo Delay Exception Alerts
WebRun monitors Awery for shipments flagged as delayed or off-plan, captures the exception details, and sends an immediate alert via Twilio SMS to the duty manager so critical cargo is never delayed without someone knowing.
Kipu Health Automated Intake Paperwork Chaser
WebRun checks Kipu Health each morning for new patients with outstanding intake documents, drafts a completion reminder for admissions staff review, and logs the status in Google Sheets so nothing falls through the cracks.
Automated YardView Customer Onboarding Kickoff
When a new customer account is created in YardView, WebRun drafts a welcome email with setup instructions, creates a Google Calendar kickoff call invite, and sends your onboarding team a Slack notification to begin the process.
KORONA POS Automated Gift Card Liability Tracking
Every Monday, WebRun pulls the outstanding gift card balances from KORONA POS, calculates total unredeemed liability, and appends a summary row to a Google Sheet so your bookkeeper always has an up-to-date liability figure for the books.
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