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.
Printful Automated Fulfillment Status Digest
Every morning, WebRun checks all open Printful orders, groups them by fulfillment stage (pending, in production, shipped, delayed), and posts a clean status digest to your Telegram so you always know where every order stands.
Automated Pizzeria Gift Card Liability Digest
Once a month, WebRun tallies your outstanding gift card balances from Stripe, logs the total liability to QuickBooks, and sends you a Telegram digest so your bookkeeper always has a current number.
Automated PI Client Contract Renewal Reminders
WebRun checks client contract end dates in CROSStrax against your renewal calendar, drafts a renewal proposal email in Gmail for any contract expiring within 60 days, and logs the outreach in Google Sheets.
Automated Performing Arts Contract Chaser
Every week, WebRun checks your Google Sheets contract tracker, finds agreements not yet signed or returned, and drafts a gentle chaser email in Gmail for each outstanding party.
Automated Pediatric Claim Denial Worklist
WebRun reviews denied claims in Office Practicum each morning, categorizes each by denial reason, logs the full worklist in a Google Sheet, and posts a prioritized summary to your billing team in Slack.
IRIS CRM Automated Chargeback Alert Worklist
Every morning, WebRun checks IRIS CRM for new chargebacks and retrievals, scores each by risk and days remaining to respond, and posts a prioritized worklist to Slack so your disputes team never misses a deadline.
Automated Oral Surgery Claim Denial Worklist
WebRun pulls denied claims from DSN Software every morning, groups them by denial reason, and builds a prioritized appeal worklist in Google Sheets for your billing team.
Automated Nephrology Claim Denial Worklist
Every morning, WebRun checks Acumen for newly denied dialysis and CKD claims, logs them to a Google Sheets worklist by denial reason, and posts a priority alert to Slack so the billing team can appeal fast.
Automated Day-of-Show Department Briefings
On the morning of each show, WebRun pulls the full day-of schedule from Prism.fm and sends tailored briefing messages to your production, box office, and hospitality teams in Slack so everyone knows exactly what to expect.
Automated RAIN POS End-of-Day Reconciliation
Each evening, WebRun pulls RAIN POS end-of-day totals, compares them against your Stripe settlement, flags any discrepancy, and posts a reconciliation digest to Slack so your manager can close confidently.
Automated Museum Group Agreement Document Chaser
Every week, WebRun checks Blackbaud Altru for confirmed group bookings that still lack a signed agreement in DocuSign and drafts a polite document-request email in Gmail for each outstanding client.
Automated Vista Cinema End-of-Day Reconciliation
Every night, WebRun pulls the day's total takings from Vista, compares them against QuickBooks records, flags any discrepancy, and posts a reconciliation summary to Slack.
Automated MCA Application Routing to Underwriters
When a new application is submitted in Centrex, WebRun reviews the deal profile, selects the right underwriter based on your routing rules, and posts a structured intake summary to your underwriting Slack channel so the right person can pick it up immediately.
Automated LTL Carrier Insurance Certificate Tracking
WebRun reviews your approved LTL carrier list against their insurance certificate expiry dates, drafts renewal request emails for at-risk carriers, and posts a weekly expiry report to Slack.
Lightspeed Automated Gift Card Liability Digest
On the first of every month, WebRun pulls your Lightspeed gift card balances, calculates total outstanding liability, and posts a summary to Google Sheets and Slack for financial planning.
Automated Survey Project Compliance Deadline Tracker
WebRun scans every active project for approaching permit, zoning, and regulatory compliance deadlines each week and posts a prioritised tracker to Slack so nothing slips past its filing window.
Automated IP Services Agreement Renewal Reminders
WebRun tracks client services agreements stored in Anaqua and DocuSign, drafts renewal reminder emails for the responsible partner 60 days before expiry, and logs each renewal in Google Calendar.
Automated Fund Compliance Deadline Tracker
Every Monday, WebRun reviews upcoming compliance deadlines for your funds in Juniper Square, flags any due within 30 days, and posts a prioritized action list to the IR team in Slack.
Automated Carrier Insurance Certificate Expiry Tracking
WebRun checks your carrier compliance records weekly, finds insurance certificates expiring within 30 days, and drafts a renewal request email to each carrier for your review so no lane goes uninsured.
EZLynx Automated COI Request Tracking and Chaser
Every morning, WebRun checks EZLynx for open COI requests, drafts status update emails to clients, and posts your team a Telegram message listing every outstanding certificate.
Automated Therap Care Gap Detection and Outreach Drafts
Each week, WebRun checks Therap for individuals who have missed required services or have goals without recent progress notes, logs the gaps, and drafts coordinator outreach for staff to review before sending.
Automated Heavy Haul Cargo Claim Tracking
WebRun monitors your open cargo claims, checks each for updates in your claims records, tracks regulatory deadlines, and posts a weekly status digest to Slack so no claim goes stale or misses an acknowledgment or response window.
Automated Heavy Equipment Customer Onboarding
When a new customer account is created in e-Emphasys after a closed sale, WebRun drafts a welcome email in Gmail, creates an onboarding task list in Google Sheets, and notifies the account manager in Slack.
Automated Marmalead Etsy Keyword Rank Tracking
Every Monday, WebRun checks your top Etsy listings in Marmalead, records keyword engagement and competition scores in Google Sheets, and alerts you on Slack if any key term has dropped significantly.
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