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.
Tire Shop Automated Gift Card Liability Digest
On the first of every month, WebRun pulls outstanding gift card balances from Stripe, logs the total liability in Google Sheets, and posts a summary digest to Slack.
Automated Telehealth New Patient Intake Chaser
WebRun checks for new patients with upcoming Doxy.me visits who have not completed their intake forms, drafts a gentle reminder via Gmail, and logs the status in Google Sheets.
Automated Tax Resolution Delinquency Risk Worklist
WebRun reviews all active resolution cases in Canopy each week, scores each client's risk of IRS collection escalation, and delivers a ranked worklist to your team via Slack.
Automated Subbly Daily Sales Digest
Every evening, WebRun pulls the day's orders and revenue from Subbly, tallies new subscribers and churn, and drops a clean summary into your Slack channel.
Automated Chargebee Failed Payment Dunning Drafts
When a payment fails in Chargebee, WebRun finds the customer, checks the subscription status, and drafts a personalized recovery email in Gmail for your team to review before sending.
Automated RICS Software Low-Stock Reorder Alerts
Every morning, WebRun scans RICS Software for items below your reorder threshold, groups them by supplier, and sends an alert to your buying team in Google Sheets so nothing runs to zero unnoticed.
Automated Resort Document Collection Chaser
WebRun checks Inntopia for upcoming bookings that are missing signed waivers or rental agreements, then drafts reminder emails via Gmail so guests arrive fully prepared.
PointClickCare Automated Daily Census Digest
WebRun pulls your daily census and bed-occupancy figures from PointClickCare each morning and posts a concise digest to Slack and a running log to Google Sheets so leadership always has the current picture.
Printavo Automated Daily Dispatch and Shipping List
Each morning, WebRun checks Printavo for jobs marked ready to ship or pick up, compiles a dispatch list, and posts it to Slack so your fulfillment team knows exactly what to pack and send today.
ScrapRight Automated Container Pickup Scheduling
When a shipment container is ready in ScrapRight, WebRun checks Google Calendar for available pickup windows, drafts a confirmation email to the carrier or customer in Gmail, and posts a scheduling note to Slack.
Automated Checkmate Wholesale Buyer Onboarding
When a new wholesale buyer account is created in Checkmate, WebRun drafts a personalised welcome email via Gmail, creates an onboarding task in Google Calendar for the assigned rep, and logs the new account in a Google Sheet for tracking.
Automated RV New Buyer Onboarding Kickoff
When a deal is marked Won in IDS Astra, WebRun drafts a personalised welcome and unit orientation email for the new owner and queues an onboarding task list for your delivery team.
Cropster Automatic Roast Freshness FEFO Alerts
WebRun scans your Cropster roasted inventory each morning, finds lots approaching their freshness window, and sends a Telegram alert so your team can prioritize dispatch on a first-expired, first-out basis.
Automated Overdue Refund Status Drafts for Returns
Every morning, WebRun checks ReverseLogix for approved returns where the refund has not been issued within your SLA, and drafts a status update email for each customer so your support team can send with one click.
Automated Retirement Plan Data Entry From Sponsor Emails
When a plan sponsor emails census data, contribution rates, or plan change requests, WebRun reads the email, extracts the key figures, and stages them as a draft update in ftwilliam.com for a staff member to confirm before posting.
Automated Produce Delivery Route Confirmations
Every evening, WebRun reads tomorrow's delivery schedule from Produce Pro, groups stops by route, and drafts route confirmation messages via Twilio SMS for your dispatcher to review and send to each driver.
Printful Automated Low-Stock Reorder Alerts
Every morning, WebRun checks your Printful product catalog for variants running low, matches them against your bestsellers list in Google Sheets, and sends you a prioritized Telegram alert so you can act before a top seller goes unavailable.
Automated Pizzeria Low-Stock Reorder Alerts
WebRun checks your inventory counts each morning, spots any item below your reorder threshold, and sends your supplier a draft purchase order for your review before anything is ordered.
Automated PI Client Onboarding Kickoff
When a new client agreement is signed via DocuSign, WebRun creates the case record in CROSStrax, sends the client a welcome email draft in Gmail, and posts the kickoff checklist to your team in Slack so nothing falls through the cracks on day one.
Automated Spektrix Donor Thank-You Letter Drafts
When a donation is recorded in Spektrix, WebRun drafts a warm, personalised thank-you letter in Gmail for your development team to review and send, so every gift is acknowledged promptly.
Automated Patient Insurance Eligibility Verification
WebRun checks upcoming appointments in Office Practicum each morning, builds an insurance eligibility verification worklist for your billing team, and posts an alert in Slack when any patient's coverage cannot be confirmed.
Automated Data Entry from Processor Emails to IRIS CRM
When a processor sends a transaction report, chargeback notice, or approval email, WebRun reads the key data from Gmail and creates or updates the matching merchant record in IRIS CRM, eliminating manual copy-paste.
Automated Oral Surgery Eligibility Verification
WebRun checks DSN Software each morning for surgical appointments two days out, builds an eligibility verification worklist in Google Sheets, and posts a Slack alert so billing staff never walk into a procedure without confirming coverage.
Automated Nephrology Eligibility Verification Worklist
Two days before each nephrology appointment, WebRun builds an eligibility verification worklist from Acumen and logs it to Google Sheets so billing staff can resolve coverage issues before the patient arrives.
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