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 Patent Compliance Deadline Tracking
WebRun checks Anaqua AQX daily for PCT chapter II deadlines, national phase entry dates, and other statutory compliance windows, then posts a ranked tracker to Slack and updates a Google Sheet.
Automated Juniper Square Capital Call Notices
WebRun reads your upcoming capital call in Juniper Square, drafts a personalized notice for every LP with the correct amount and wire instructions, and queues each one for your review before sending.
Automated Intermodal Cargo Claim Tracking
WebRun monitors your open intermodal cargo claims in Rail Command and Google Sheets, flags any claim that has not received a carrier response within 30 days, and drafts a follow-up to the carrier for your review.
EZLynx Automated Endorsement Approval Routing
Every morning, WebRun finds open endorsement and policy change requests in EZLynx, drafts an approval routing summary for each, and posts the right approver a Slack message so nothing waits more than a day.
Automated Therap Billable Unit Utilization Digest
Every week, WebRun checks Therap for each individual's authorized versus delivered billable units, flags anyone trending over or under their authorization, and sends a utilization digest to the billing team.
Automated Axle Weight Compliance Checking
WebRun reviews your upcoming ProMiles loads against permitted axle weight limits, flags any configuration that exceeds jurisdiction thresholds, and alerts your compliance team in Slack so weight adjustments happen in the yard, not at a weigh station.
Automated Equipment Dealer Compliance Tracking
WebRun checks your compliance deadline register in Google Sheets, cross-references active licenses in e-Emphasys, and posts a weekly action list to Slack so your compliance officer is always ahead of every filing.
Automated Etsy Daily Sales Digest
Every morning, WebRun pulls your Etsy orders and Marmalead keyword data, summarises revenue, top sellers, and trending search terms, then posts the digest to Slack.
ECRS CATAPULT Automated End-of-Day Reconciliation
Every evening, WebRun pulls ECRS CATAPULT end-of-day totals, compares them to QuickBooks, flags any discrepancy, and posts a concise reconciliation digest to Slack for the store manager.
Automated Ghost Kitchen Daily Revenue Reconciliation
Every evening, WebRun pulls Otter order totals, matches them against QuickBooks income records for the day, and posts a reconciliation digest to Slack flagging any gap that needs attention.
Encompass Automated Credit Hold Worklist
Every morning, WebRun pulls accounts on credit hold from Encompass, checks their balance and aging in QuickBooks, and posts a prioritized worklist to your AR team in Slack.
Wherefour Automated COA Document Chaser
Every morning, WebRun scans incoming raw material receipts in Wherefour that lack an attached certificate of analysis, identifies the supplier contact for each, drafts a polite COA request email in Gmail, and logs the outstanding COAs to a Google Sheet so your QA team has a complete chase list for the day.
Automated EV Charging Compliance Deadline Tracking
WebRun reviews your compliance calendar each week, flags upcoming regulatory deadlines such as AFIR reporting or OCPP certification renewals, checks which AMPECO stations are affected, and posts a prioritised alert to your compliance manager in Slack.
Automated Estate Asset Inventory Gap Tracking
Every week, WebRun checks the asset inventory in EstateExec for gaps such as missing valuations or titles, and sends the executor a list of what still needs to be collected.
Automated Equipment Lease Approval Routing
When a new lease application arrives in Odessa, WebRun reads the deal size and type, drafts an approval routing memo in DocuSign, and pings the right credit officer in Slack so no deal waits for manual triage.
Automated EHS Compliance Deadline Tracking
WebRun reviews all EHS compliance obligations in Locus Technologies across your client portfolio, flags deadlines due within 45 days, and delivers a ranked action list to your compliance team each week.
Automated EHS Certification Expiry Tracking
Every Monday, WebRun checks your team's certification expiry dates, flags any that expire within 60 days, and posts a renewal reminder list to Slack so no credential lapses unnoticed.
Automated eDiscovery Compliance Deadline Tracking
WebRun reads compliance and court deadlines from Google Sheets, cross-checks progress in Relativity, and sends a weekly priority digest to Slack with days remaining for each obligation.
Automated Dumpster Fleet Compliance Deadline Tracker
Every Monday, WebRun reads upcoming regulatory deadlines from a Google Sheet, checks which vehicles and jobs are affected in Starlight Software, and posts a prioritized compliance alert to Telegram so your team knows what to act on this week.
Automated Drone FAA Waiver and Compliance Deadline Tracker
WebRun tracks your FAA waiver applications, LAANC authorisations, and insurance renewal deadlines, posting a weekly compliance alert to Slack so nothing lapses without warning.
Whiskey Systems Automated Customer Reorder Reminders
Every week, WebRun checks Whiskey Systems for accounts whose last order was 45 or more days ago, drafts a reorder nudge email in Gmail for each, and logs the outreach list to a Google Sheet.
Automated Cargo Claim Deadline Tracking
WebRun reviews open cargo claims in your Google Sheet claim register, checks each claim's age against the filing deadline, and posts a weekly Slack alert listing any claims approaching their cutoff so your team can act in time.
Automated Dental Lab Credit Hold Account Worklist
Every morning, WebRun reads Evident for doctor accounts on credit hold, checks their outstanding balance in QuickBooks, and posts a worklist to Slack so your billing team knows which cases to pause and which accounts to call before the day's production begins.
PDI Technologies Automated Daily Sales Digest
Every morning, WebRun pulls yesterday's sales totals from PDI Technologies, rolls them up by site and category, and posts a clean digest to your Slack channel.
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