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 Local Line Daily Sales Digest
Every morning, WebRun opens Local Line, tallies the previous day's orders and revenue by product, and posts a clean summary to your Slack channel so the whole team starts the day aligned.
MeridianLink Automated CD Maturity Reminders
Every morning, WebRun checks MeridianLink for certificates of deposit maturing within 14 days, drafts a renewal-options notice for each member, and posts your retail team a maturity calendar in Google Sheets.
Automated Credentialing Approval Packet Routing
WebRun checks Modio Health for completed provider files ready for approval, drafts a routing cover note for each, and queues them in DocuSign for the correct reviewing authority to sign.
Automated Court Reporting Transcript Deadline Tracking
WebRun reviews open jobs in ReporterBase for court-ordered or stipulated transcript delivery deadlines, flags any at risk, and posts a prioritized deadline list to Slack every morning.
Automated LoanPro Loan Approval Routing
When a loan application reaches approval stage in LoanPro, WebRun reads the loan amount, credit tier, and product type, determines the correct approval authority based on your routing rules, and drafts an approval notification for the assigned reviewer so decisions happen without manual triage.
Automated Coffee Shop End-of-Day Reconciliation
Each evening, WebRun pulls your POS totals, matches them against your Stripe deposits, and posts a reconciliation digest to Slack so you catch any discrepancy before the next morning.
Automated Clinical Trial Care Gap Outreach Drafts
WebRun checks RealTime-CTMS weekly for enrolled subjects who are overdue on a protocol-required assessment, drafts a coordinator-approved outreach email for each, and logs every gap in Google Sheets.
Automated Emissions Report Approval Routing
When a new emissions report is ready in Persefoni, WebRun checks the report type, drafts a sign-off request email to the right approver via Gmail, and posts a Slack reminder so nothing sits waiting for a signature past your disclosure deadline.
Carta Automated 83(b) Election Deadline Tracking
When a new restricted stock grant is issued in Carta, WebRun calculates the 30-day 83(b) election deadline, creates a Google Calendar event, and drafts an alert email for your legal team to review and forward to the new stockholder.
Automated Calibration Certificate Delivery Drafts
When IndySoft marks a calibration as complete, WebRun drafts a certificate delivery email in Gmail so your team can review and send it with one click.
Automated Bowling Center POS Reconciliation
Every evening, WebRun pulls register totals from Conqueror X, matches them against QuickBooks, flags any discrepancy, and posts a reconciliation summary to Slack.
Automated Bookmanager Daily Sales Digest
Every evening, WebRun pulls the day's sales totals from Bookmanager, formats a clear digest by category and staff member, and posts it to your Slack channel.
Automated Beverage Distributor Credit-Hold Worklist
Every morning, WebRun pulls all accounts currently on credit hold from VIP, summarizes why each was placed on hold, and posts a prioritized worklist to Slack so your credit team can make release decisions before orders are affected.
Automated Bail Bond Contract Renewal Reminders
WebRun reviews Captira each week for bonds with indemnity agreements approaching their annual review date, and drafts a renewal notice for each indemnitor so your agents can keep every file current.
Automated Axe Throwing Booking Confirmation Emails
When a new booking is made in ROLLER, WebRun drafts a detailed confirmation email in Gmail with session details, arrival instructions, and waiver links for your review.
Automated Auto Transport Cargo Claim Tracking
WebRun monitors your open cargo claims in Super Dispatch weekly, checks the age and status of each claim, logs them in Google Sheets, and sends a Telegram summary so nothing stalls without you noticing.
Automated RouteOne Credit Application Routing
WebRun reviews new credit applications submitted through RouteOne each morning, scores each by loan amount, LTV, and dealer tier, and drafts a routing summary with a recommended analyst assignment for your credit manager to confirm.
Automated ASC Block Time Utilization Digest
Every Monday, WebRun pulls block time utilization data from HST Pathways, calculates utilization rates by surgeon and room, and posts a concise digest to Slack so leadership can spot underused blocks and make scheduling decisions.
Helium 10 Automated Buy Box Loss Alerts
Every hour, WebRun checks Helium 10 Alerts for Buy Box changes on your key ASINs and sends an instant Telegram message with the competitor's price and your next-step options.
Amazon Seller Central›
Automated Alarm Company Compliance Deadline Tracking
WebRun monitors your alarm company's licensing, technician certification, and permit renewal deadlines in a Google Sheet, posts a weekly compliance calendar to Slack, and drafts renewal reminders so nothing lapses quietly.
Automated Air Cargo Claim Tracking and Follow-Up
WebRun monitors open cargo claims in Awery, tracks response deadlines, drafts follow-up messages to insurers or handlers for your approval, and posts a weekly claim status digest to Slack so no claim misses its deadline.
Kipu Health Automated Alumni Care Gap Outreach Drafts
WebRun checks Kipu Health weekly for alumni who have missed check-in milestones or stepped down without scheduling continuing care, drafts a re-engagement outreach for staff review, and posts the care gap list to Slack so your alumni team can act before someone slips through the cracks.
Automated Accessorial Charge Audit for Carrier Invoices
WebRun compares accessorial line items on carrier invoices in QuickBooks against the actual activity logs in YardView, flags any charge not supported by a yard record, and posts a weekly dispute-ready audit list to Google Sheets.
KORONA POS Automated Age-Verification Compliance Alerts
Every morning, WebRun scans KORONA POS for tobacco and vape transactions where the age-verification prompt was bypassed or skipped, and posts a flagged compliance report to Slack so management can act before a fine lands.
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