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 EHS Contract Renewal Reminders
Every Monday, WebRun checks for EHS client contracts expiring within 90 days, drafts a renewal outreach email for each, and posts a renewal pipeline list to your team in Slack.
Automated Relativity Custodian Data Intake Chaser
WebRun checks Relativity for custodians with outstanding data submissions, drafts a polite follow-up email for each, and posts an internal status list to Slack.
Automated Dumpster Rental Customer Onboarding Kickoff
When a new commercial account is created in Starlight, WebRun drafts a welcome email with their account details and first delivery info, creates their onboarding checklist in Google Sheets, and alerts the account manager in Slack to complete the kickoff call.
Automated Drone Client Onboarding After Contract Signing
When a new client contract is signed in DocuSign, WebRun creates their project in DroneDeploy, sets up a Stripe payment schedule, and drafts a welcome email with next steps for your review.
Whiskey Systems Automated Low-Stock Reorder Alerts
WebRun checks your raw-material inventory in Whiskey Systems every morning, flags items below reorder threshold, and posts a purchasing digest to Slack so you never run short mid-batch.
Automated Customer Onboarding for Freight Dispatch
When a new customer is added to Truckbase, WebRun collects their broker packet requirements, creates a setup checklist in Google Sheets, and drafts a welcome email in Gmail for your review before sending.
Automated Dental Lab Delivery Route Planning
Every morning, WebRun reads the day's outbound cases from Evident, groups them by delivery zone, checks the driver route plan, and posts a confirmed route sheet to Slack so every case ships to the right practice on time.
PDI Technologies Automated Fuel Margin Digest
Every morning, WebRun reads your posted retail fuel prices and cost data from PDI Technologies, calculates per-grade margin, and posts a fuel margin digest to your pricing team in Slack.
Automated Local Line Low-Stock Inventory Alerts
WebRun checks your Local Line inventory every morning, spots products falling below your reorder threshold, and sends an alert to Telegram so you can restock before the next pickup window opens.
Automated Loan Inquiry Data Entry From Email to MeridianLink
When a member loan inquiry email arrives in Gmail, WebRun reads the details, creates a pre-filled application record in MeridianLink, and pings the lending team in Slack so a loan officer can follow up without re-keying any data.
Automated Credentialing Conditions and Privilege Tracking
WebRun monitors Modio Health for providers with active credentialing conditions, probationary flags, or provisional privilege requirements, logs each to a tracker, and alerts your medical staff office in Slack when conditions are due for review.
Automated Court Reporting Client Onboarding
When a new law firm client is added in ReporterBase, WebRun creates their client record, adds them to a Stripe billing profile, and drafts a welcome email with onboarding instructions for your review.
Automated LoanPro Compliance Deadline Tracking
Every Monday, WebRun reviews your loan portfolio in LoanPro for upcoming regulatory and contractual compliance deadlines, logs each one to a tracker, and alerts your compliance team to deadlines due in the next 14 days so nothing is missed.
Automated Odeko Low-Stock Reorder Alerts
WebRun checks your Odeko inventory each morning, spots items below their par level, and sends you a reorder alert on Telegram so you can approve restocking before the day gets busy.
Automated IRB Approval Expiry Tracking
WebRun checks your study protocols in RealTime-CTMS weekly, flags any IRB approval expiring within 60 days, and posts a renewal action list to Slack so your regulatory team never gets caught off guard.
Automated Supplier Emissions Data Risk Worklist
Every week, WebRun scans Persefoni for suppliers who have not submitted activity data and are within two weeks of the collection deadline, scores each by risk level, and posts a prioritized worklist to Slack so your team knows exactly who to chase first.
Carta Automated Board Consent Chaser
WebRun checks Carta for equity actions that require but lack a signed board consent, identifies the outstanding signatories, and sends Slack reminders until every consent is collected.
Automated Calibration Service Contract Renewal Reminders
WebRun tracks calibration service contracts in Google Sheets, checks customer history in IndySoft, and drafts a renewal proposal email in Gmail 60 days before each contract expires.
Automated Bowling Center Lane Reservation Confirmations
When a new lane reservation is created in Conqueror X, WebRun drafts a confirmation email with all the booking details and queues it in Gmail for a final check before sending.
Automated Bookstore Gift Card Liability Digest
Every month, WebRun pulls outstanding gift card balances from Bookmanager, summarises the total liability by issuance period, and posts the digest to Slack so you can plan cash flow accurately.
Automated Beverage Distributor Delivery Route Confirmations
Every evening, WebRun pulls the next day's route manifest from VIP, checks for gaps or scheduling conflicts, and sends each driver a Telegram message with their confirmed stop list for the morning.
Automated Bail Bond Client Onboarding Kickoff
WebRun detects new bonds executed in Captira, sends DocuSign agreements to the indemnitor for signature, and posts an onboarding checklist to your team in Slack so every new client starts with a complete, consistent process.
Automated ROLLER Stripe Nightly Reconciliation
Each evening, WebRun pulls ROLLER's POS totals and booking payments, matches them against your Stripe settlements, and posts any discrepancies to a Google Sheet for review.
Automated Auto Transport Customer Onboarding
When a new customer order is created in Super Dispatch, WebRun drafts a personalised welcome and onboarding email, creates a setup task in Google Sheets, and schedules a kickoff event in Google Calendar for your team to review.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.