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.

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All categories
Tire Guru Automated Appointment Confirmation SMS
Every morning, WebRun reads tomorrow's appointments from Tire Guru's Bay Scheduler, drafts a personalized confirmation SMS for each customer, and queues them in Twilio for your review before sending.
Tire Guru›Twilio›Google Calendar
Automated Doxy.me Appointment Confirmation Drafts
The evening before each appointment, WebRun drafts a confirmation email with the Doxy.me visit link and a quick tech-check tip in Gmail, ready for staff or auto-delivery review before the morning.
Doxy.me›Gmail›Google Calendar
Automated Tax Resolution Approval Routing
When a case manager completes a resolution proposal in Canopy, WebRun drafts the approval request, attaches the case summary, and routes it to the correct reviewing partner via Slack.
Canopy›Slack›DocuSign
Automated Subbly Box Inventory Forecast Alerts
Every Monday, WebRun compares your Subbly active subscriber count to current product stock and flags any items that will run short before the next fulfilment date, posting the forecast to Slack.
Subbly›Slack›Google Sheets
Automated Chargebee Card Expiry Reminder Drafts
Every Monday, WebRun finds payment cards expiring in the next 30 days in Chargebee and drafts a friendly card-update reminder in Gmail for each affected customer, ready for your team to review.
Chargebee›Gmail›Telegram
Automated RICS Software Daily Sales Digest
Every morning, WebRun pulls yesterday's sales from RICS Software, tallies totals by category and staff member, and posts a clean summary to your Slack channel so everyone starts the day informed.
RICS Software›Slack
Automated Ski Resort Partner Contract Renewal Alerts
WebRun checks your partnership contracts in Google Sheets against today's date, finds agreements renewing in the next 60 days, and sends the right account manager a Slack reminder with the details.
Inntopia›Google Sheets›Slack
PointClickCare Automated Admissions Paperwork Follow-Up
WebRun checks PointClickCare each weekday for recent admissions with outstanding consent forms or financial agreements, logs the gaps in a Google Sheet, and drafts a follow-up message for your admissions coordinator to review before sending.
PointClickCare›Google Sheets›Gmail
Printavo Automated Art Approval Follow-Ups
Every morning, WebRun finds Printavo jobs waiting on customer art approval, drafts a follow-up message for each, and logs the approval backlog to a Google Sheet so nothing holds up your press.
Printavo›Twilio›Google Sheets
Automated Scrap Yard Staff Certification Expiry Tracking
Every Monday, WebRun checks your staff certification records in Google Sheets, identifies any that expire within 60 days, and sends an alert to the operations manager in Slack so renewals are arranged in time.
ScrapRight›Google Sheets›Slack
Automated Auto Salvage Certification Expiry Tracker
Every Monday, WebRun checks your yard's certification and licence dates logged in a Google Sheet, calculates days to expiry for each, and posts a prioritised renewal list to Telegram so nothing lapses without warning.
Car-Part.com›Google Sheets›Telegram
Automated RV Technician Certification Expiry Tracking
Every Monday, WebRun checks your RV technician certification records in a Google Sheet against expiry dates and sends the service manager a Slack alert for every cert expiring in the next 60 days.
IDS Astra›Google Sheets›Slack
Automated Coffee Roaster Credit Hold Worklist
Every morning, WebRun cross-checks pending Cropster orders against your QuickBooks credit-hold list and sends a Slack worklist to your ops team so no order ships to a held account by mistake.
Cropster›QuickBooks›Slack
Automated Asset Recovery Value Digest for Returns
Every Monday, WebRun opens ReverseLogix, totals the recovered value from the past week's dispositions (resale, refurbish, scrap), and sends a summary to your finance and ops leads so they see the program's return on recovery.
ReverseLogix›Slack›QuickBooks
Automated Retirement Plan Document Approval Routing
When a plan document is ready for sign-off in ftwilliam.com, WebRun identifies the approver, prepares a DocuSign envelope, and notifies the reviewer in Slack so nothing sits waiting in a queue.
ftwilliam.com›DocuSign›Slack›+1
Automated Produce Pro Backorder Status Digest
Every morning, WebRun pulls all open backorders from Produce Pro and posts a concise digest to your operations Slack channel, so the team starts the day knowing exactly which orders are still short and by how much.
Produce Pro›Slack
Printful Automated Daily Sales Digest
Every morning, WebRun pulls yesterday's orders from Printful, tallies revenue by product and store, and posts a clean digest to your Slack channel so you start the day knowing exactly where sales stand.
Printful›Slack
Automated Slice Pizzeria Daily Sales Digest
Each morning, WebRun pulls the previous day's order totals from Slice, channel by channel, and posts a clean summary to Slack so your whole team knows where you stand.
Slice›Google Sheets›Slack
Automated CROSStrax Daily Case Status Digest
Every morning, WebRun pulls the latest status from every active case in CROSStrax and posts a structured digest to your team Slack channel so everyone knows where every job stands.
CROSStrax›Slack
Automated Spektrix New Subscriber Onboarding
When a new season subscription is recorded in Spektrix, WebRun drafts a personalised welcome email in Gmail and logs the subscriber's details to a Google Sheet so your team can track onboarding progress.
Spektrix›Gmail›Google Sheets
Automated Pediatric Appointment Confirmation Drafts
WebRun checks Office Practicum each afternoon for next-day appointments, drafts a confirmation message for each family, and queues the drafts in Gmail and Twilio for your front desk to review and send.
Office Practicum›Twilio›Google Calendar
IRIS CRM Automated Application Status Digest
Every morning, WebRun checks IRIS CRM for applications whose status changed in the last 24 hours, and sends each agent a personal Telegram message listing their applications that were approved, declined, or pended.
IRIS CRM›Telegram
Automated Oral Surgery Appointment Confirmation Drafts
WebRun checks DSN Software each evening for surgical appointments the next day, drafts a personalized confirmation message for each patient, and queues them for front-desk review before anything is sent.
DSN Software›Twilio›Slack
Automated Nephrology Appointment Confirmation Drafts
Two days before each nephrology appointment, WebRun pulls the schedule from Acumen, drafts a confirmation message for each patient, and queues the drafts in Gmail for staff to review and send.
Acumen›Gmail›Google Calendar

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