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.
ECRS CATAPULT Automated Gift Card Liability Digest
Every Monday, WebRun reads outstanding gift card balances from ECRS CATAPULT, calculates total unredeemed liability, logs the figure to Google Sheets, and emails a gift card liability digest to your accountant.
Automated Ghost Kitchen Gift Card Liability Digest
Every week, WebRun pulls issued and redeemed gift card data from Stripe, tallies the unredeemed balance by brand, and posts a gift card liability digest to Slack so your finance team always knows what is outstanding.
Encompass Automated Customer Reorder Reminders
Every morning, WebRun finds restaurant accounts in Encompass that are overdue to reorder based on their buying pattern, drafts a reorder prompt for each in Gmail, and alerts the rep in Slack.
Wherefour Automated Customer Reorder Reminders
Every week, WebRun analyzes customer order history in Wherefour, identifies accounts that are due for a reorder based on their average order frequency, and drafts a personalized reorder reminder email in Gmail so your sales reps can review and send before the customer places an emergency order or turns to a competitor.
Automated CPO Contract Renewal Reminders
WebRun checks your CPO and site-host contract renewal dates each week, drafts a personalised renewal outreach email for each account coming up for renewal, and queues it in Gmail for your account manager to review and send.
Automated Beneficiary Update Drafts for Estate Plans
When a life event or advisor note in Vanilla signals a beneficiary change is needed, WebRun prepares a draft update form and notifies the advisor via Slack so nothing falls through the cracks.
Automated Email to Odessa Data Entry
When a new lease application or payment notice arrives in Gmail, WebRun reads the key details and creates a draft Odessa record for your team to review and confirm before committing it to the system.
Automated Environmental Consulting Contract Renewal
WebRun scans your client contract records for agreements expiring in the next 90 days, drafts renewal proposal emails for each client, and alerts the account manager in Slack so nothing expires without a conversation.
Automated EHS Compliance Deadline Tracking
Every Monday, WebRun checks all active client accounts for upcoming OSHA, EPA, and state regulatory deadlines within the next 30 days and posts a prioritized alert list to your Slack.
Automated eDiscovery Contract Renewal Reminders
WebRun reads vendor and software contract expiry dates from Google Sheets, drafts a renewal reminder email for each, and queues DocuSign renewal documents for attorney signature when needed.
Automated Dumpster Rental Contract Renewal Reminders
Every Monday, WebRun finds commercial dumpster rental contracts expiring within 60 days in Starlight, checks the account value in QuickBooks, and drafts a renewal outreach email in Gmail ranked by account size so your team focuses on the biggest accounts first.
Automated Drone Service Contract Renewal Reminders
WebRun tracks your drone service contracts, spots agreements expiring in the next 60 days, and drafts a personalised renewal proposal email in Gmail for your review before it reaches the client.
Whiskey Systems Automated Delivery Confirmation Messages
The day before each delivery run, WebRun pulls the scheduled orders from Whiskey Systems, drafts a delivery confirmation message via Twilio for each account on the route, and posts the day's route summary to Slack.
Automated Carrier Insurance Certificate Expiry Alerts
WebRun scans your carrier compliance records in Truckbase for insurance certificates expiring within 30 days, logs them to a tracking sheet, and posts a daily Slack alert so your team can follow up before coverage lapses.
Automated Dental Lab Customer Reorder Reminders
Every Monday, WebRun scans Evident for active doctor accounts that have sent no cases in the past 30 days, drafts a friendly re-engagement email for each in Gmail, and posts the at-risk account list to Slack so your sales team can review drafts before any message goes out.
PDI Technologies Automated End-of-Day Reconciliation
Every night, WebRun pulls PDI Technologies register totals, compares them against expected cash, and posts a variance report to your accounting team in Google Sheets.
Automated Local Line Daily Payment Reconciliation
Every evening, WebRun cross-checks Local Line orders against Stripe payments for the day, flags any mismatches, and posts a reconciliation digest to Slack so you close the books with confidence.
Credit Union Automated Compliance Deadline Tracking
Every Monday, WebRun reviews your compliance deadline Google Sheet, checks MeridianLink for any regulatory reporting dates tied to loan portfolio data, and posts your compliance officer a Slack digest of everything due in the next 30 days.
Automated Provider Recredentialing Deadline Tracking
WebRun monitors Modio Health for upcoming recredentialing windows, logs each deadline to Google Sheets, and sends your team a Telegram alert when a provider enters the 120-day recredentialing window.
Automated Court Reporting Contract Renewal Reminders
WebRun checks client agreements and master service contracts in ReporterBase for upcoming renewal dates, drafts a renewal reminder email for each, and queues the drafts in Gmail for your approval.
Automated LoanPro AutoPay Failure Alerts
Every hour, WebRun checks LoanPro for failed AutoPay transactions, drafts a borrower notification for each failure, and alerts your servicing team so failed payments are resolved before accounts fall behind.
Automated Coffee Shop Gift Card Liability Tracking
Every Monday, WebRun pulls outstanding gift card balances from Square, logs the total liability in a Google Sheet, and posts a summary to Slack so you always know your exposure.
Automated Clinical Trial Eligibility Verification Worklist
Every morning, WebRun reviews newly pre-screened subjects in RealTime-CTMS, checks their recorded inclusion and exclusion criteria responses, and builds a prioritized verification worklist in Google Sheets for coordinators.
Automated ESG Covenant Condition Tracking
Every week, WebRun checks your current emissions and ESG metrics in Persefoni against the covenant conditions in your green loan or sustainability-linked bond agreements, and posts a status report to Slack so your finance team knows at a glance if you are on track for each condition.
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