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.
Carta Automated Equity Plan Amendment Approval Routing
When a proposed equity plan amendment is prepared in Carta, WebRun identifies the required reviewers, drafts approval request emails, and sends a Slack coordination message to the legal lead so the amendment cycle completes on time.
Automated ISO 17025 Compliance Deadline Tracking
WebRun monitors your lab's accreditation renewal dates, audit schedules, and proficiency testing deadlines in Google Sheets and alerts the quality team in Slack before each deadline approaches.
Automated Bowling Center Gift Card Liability Tracking
Every month, WebRun pulls outstanding gift card balances from Conqueror X, totals the unredeemed liability, and posts a summary to Google Sheets and Slack for your finance review.
Automated Bookstore Daily Reconciliation Digest
Every evening, WebRun pulls Bookmanager's close-out figures, compares them against your QuickBooks ledger, and posts a reconciliation summary to Slack so you spot discrepancies before you lock up.
Automated Beverage Distributor Customer Reorder Reminders
Every week, WebRun analyzes order history in VIP to find licensed accounts whose reorder cycle is due, and drafts a personalized reorder reminder for each assigned rep to review and send, so your accounts never go empty-shelf.
Automated Bail Bond Court Date Reminders
WebRun checks Captira each morning for upcoming court dates, drafts reminder texts for each defendant and indemnitor, and queues them for your review before anything is sent.
Automated ROLLER Daily Sales Digest
Every evening, WebRun pulls the day's booking revenue, walk-in sales, and add-on spend from ROLLER and posts a concise digest to your Slack channel.
Automated Carrier COI Expiry Tracking
WebRun reviews your Super Dispatch carrier roster weekly, flags any Certificate of Insurance expiring within 30 days, and drafts a renewal reminder to the carrier for your review.
Automated Auto Lending Compliance Deadline Tracker
WebRun reviews your lending compliance calendar each week, identifies upcoming regulatory and state-mandated deadlines such as adverse action notices, HMDA filing windows, and license renewals, and posts a prioritized alert to your compliance team's Slack channel.
Automated ASC Post-Surgical Care Gap Outreach
WebRun scans HST Pathways for patients flagged with unresolved care gaps, such as missing post-op instructions, incomplete discharge documentation, or outstanding follow-up orders, drafts outreach for clinical staff to review, and logs every gap to a care coordination tracker.
Helium 10 Automated Daily Sales Digest
Every morning, WebRun opens Helium 10 Profits and Amazon Seller Central, pulls yesterday's revenue, units, and margins, and posts a clean digest to Slack so you can plan your day.
Amazon Seller Central›
Automated Alarm Contract Renewal Reminders
WebRun scans AlarmBiller for monitoring contracts expiring in the next 60 days, drafts a renewal offer for each customer, and logs every upcoming expiry to a Google Sheet so your account team can prioritize outreach.
Automated Carrier Insurance Certificate Expiry Tracking
WebRun checks Awery for carrier records with insurance certificates expiring in the next 30 days, drafts renewal reminder emails to each carrier, and logs expiry dates in Google Sheets so your compliance team is never caught off-guard.
Kipu Health Automated Claim Denial Worklist
WebRun checks Kipu Health and QuickBooks daily for denied claims, categorizes each denial by reason code, and posts a prioritized appeal worklist to Slack so your billing team tackles the highest-value denials first.
Automated Cargo Claim Tracking and Follow-Up
WebRun monitors open cargo claims linked to YardView yard incidents, posts a weekly status digest to Slack for your claims team, and drafts status-request emails to carriers where a response is overdue.
KORONA POS Automated Daily Sales Digest
Every evening, WebRun pulls the day's totals from KORONA POS, formats a clean summary by category, and posts it to your Slack channel so you always know where you stand.
Tire Guru Automated Daily Sales Digest
Every evening, WebRun pulls the day's sales totals from Tire Guru, summarizes revenue by category and technician, and posts the digest to your Slack channel.
Automated Telehealth Care Gap Outreach
WebRun identifies patients in your care gap list who have not had a required telehealth visit or screening in the past year, drafts personalized outreach emails in Gmail for staff review, and logs each attempt in Google Sheets.
Automated Tax Resolution Compliance Deadline Tracking
WebRun scans all active cases in Canopy for upcoming compliance deadlines, cross-references them with your Google Calendar, and posts a weekly countdown to Slack so nothing catches you off guard.
Automated Subbly Cancellation Survey Follow-Up Drafts
Every morning, WebRun reads the latest Subbly cancellation reasons, identifies actionable responses, and drafts a personalised save attempt email in Gmail for each canceller whose reason you can address.
Automated Vendor Invoice Data Entry from Email
When a vendor invoice arrives by email, WebRun reads the key details, cross-checks them against your Chargebee subscriptions, and creates a draft QuickBooks bill entry for your accountant to review.
Automated RICS Software End-of-Day Reconciliation
Every evening, WebRun pulls the day's cash, card, and gift card totals from RICS Software, compares them to your expected figures, and posts a reconciliation summary to Slack so you catch variances before locking up.
Inntopia Automated Season Pass Holder Onboarding
When a new season pass is purchased in Inntopia, WebRun drafts a personalized welcome email with resort tips and essential links, and adds the new holder to your onboarding sequence in Mailchimp.
PointClickCare Automated Appointment Confirmation Drafts
WebRun checks PointClickCare each weekday for specialist or off-site appointments scheduled for the next two days, and drafts a confirmation message for each resident's responsible party for your care team to review before sending.
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