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 Music Venue Document Collection Chaser
WebRun checks Prism.fm for upcoming shows missing required documents like signed contracts, W-9s, or insurance certificates, and sends a reminder via Twilio SMS to the contact on file so nothing holds up the show.
Automated Music Store Gift Card Liability Digest
Every Monday, WebRun pulls all active gift card balances from RAIN POS, calculates total outstanding liability, logs the figures to a Google Sheet, and posts a summary to Slack so your accountant always has an accurate picture.
Automated Museum Donation Acknowledgment Drafts
After each donation is recorded in Blackbaud Altru, WebRun drafts a warm, personalised acknowledgment letter in Gmail for your development team to review and send the same day.
Automated Cinema Film Distributor Booking Chasers
Every Monday, WebRun checks Vista for films scheduled in the next two weeks that do not yet have confirmed hire terms, and drafts a chaser email in Gmail to the relevant distributor for each, ready for the booker to review and send.
Automated MCA Data Entry From Broker Emails
When a broker sends a merchant submission by email, WebRun reads the key deal details, creates or updates the application record in Centrex, and posts a confirmation to Slack so your team knows a new file has landed without touching a keyboard.
Automated LTL Customer Onboarding Kickoff
WebRun sets up a new LTL customer in your systems by pulling lane rates from SMC3, creating the account in QuickBooks, and drafting a welcome email with freight class and accessorial guidance for your team to review.
Lightspeed Automatic Low-Stock Reorder Alerts
Every morning, WebRun checks your Lightspeed inventory for items below your reorder point and sends a prioritized alert to Telegram so you can reorder before the shelf goes empty.
Automated Survey Contract Renewal Reminders
WebRun tracks recurring service contract renewal dates across your client base, posts a weekly renewal list to Slack, and drafts a personalised renewal proposal email for each contract expiring in the next 60 days for your review.
Automated IP Client Onboarding and Matter Setup
When a new client engagement is confirmed, WebRun creates the matter record in Anaqua AQX, sends a DocuSign engagement letter for signature, and posts an onboarding checklist to Slack for the responsible attorney.
Automated LP Email Logging to Juniper Square
WebRun reads incoming LP emails in Gmail, extracts the request type, LP name, and fund, and creates a tracked inquiry record in Juniper Square so nothing falls through the cracks.
Automated Intermodal Customer Onboarding Kickoff
When a new intermodal customer account is created in Rail Command, WebRun drafts a welcome email, creates a DocuSign envelope for the rate agreement, and sets up a Google Calendar kickoff call for your team to review before sending anything.
EZLynx Automated Claims Status Follow-Up
Every Monday, WebRun checks EZLynx for open claims, drafts a brief status update email for each affected client, and logs the claim status to a Google Sheet for your team.
Automated Therap Claim Denial Worklist
WebRun checks Therap daily for returned or denied claims, logs each denial with its reason code to a worklist, and alerts the billing team in Slack so appeals are filed on time.
Automated Carrier Insurance Certificate Expiry Tracking
WebRun scans your carrier insurance certificate records weekly, flags any certificates expiring in the next 30 days, and drafts renewal request emails to carriers for your team to review and send.
Automated Equipment Deal Document Collection
WebRun checks e-Emphasys for open deals and rentals missing required documents, identifies who has not submitted, and drafts reminder emails in Gmail for your team to send.
Automated Etsy Low-Stock Reorder Alerts
Every evening, WebRun checks your Etsy listing quantities and Marmalead demand scores, flags items running low on stock, and sends an alert to Telegram so you can reorder materials in time.
ECRS CATAPULT Automated Low-Stock Reorder Alerts
WebRun monitors ECRS CATAPULT inventory levels each morning and posts a prioritised reorder alert to Slack whenever an item drops below its par level, so you can act before a shelf goes empty.
Automatic Ghost Kitchen Low-Stock Reorder Alerts
WebRun monitors your inventory levels in Google Sheets and pings your kitchen manager on Telegram the moment a critical ingredient drops below the reorder threshold.
Encompass Automated Delivery Route Confirmations
Each morning, WebRun pulls finalized delivery routes from Encompass and sends each driver a Twilio SMS with their stop count, first stop address, and dispatch time.
Wherefour Automated FEFO Expiring Lot Alerts
Every morning, WebRun scans all ingredient and finished goods lots in Wherefour, identifies those expiring within your configured lead time, checks whether each lot is allocated to a production batch or sales order, and posts a prioritized expiry alert to Slack so your team can quarantine, use, or disposition stock before it becomes a food safety issue.
Automated CPO Onboarding Kickoff After Contract Signing
When a new CPO contract is signed in DocuSign, WebRun creates the operator account in AMPECO, schedules the kickoff call in Google Calendar, and drafts a welcome email for your onboarding manager to review and send, so the new partner's first experience is fast and professional.
Automated Estate Compliance Deadline Tracking
Every morning, WebRun reviews open estates in EstateExec for approaching compliance deadlines such as tax filings and inventory submissions, and sends the attorney a daily briefing via Telegram.
Automated Equipment Lease Delinquency Risk Scoring
Every Monday, WebRun scores your Odessa portfolio for delinquency risk using payment history and aging, and delivers a ranked worklist to your risk team via Telegram so early-stage accounts get attention before they roll to the next bucket.
Automated Environmental Consulting Client Onboarding
When a new client contract is signed, WebRun creates the project record in Locus Technologies, drafts the welcome email and onboarding checklist, and pings the project team in Slack to get started.
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