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 Artist Contract Collection Chaser
WebRun checks Prism.fm daily for shows with unsigned contracts and sends a DocuSign reminder for each outstanding envelope, logging the status in Google Sheets so your team can see exactly which deals are still unsigned.
Automated Music Store Consignment Payout Digest
Every month, WebRun pulls all consignment sales from RAIN POS, calculates each consignor's payout based on your split, logs the figures to a Google Sheet, and drafts a payout summary email in Gmail for each consignor ready for your approval.
Automated Museum New Member Onboarding
When a new membership is sold in Blackbaud Altru, WebRun creates the constituent record, drafts a personalised welcome email in Gmail, adds the member to the right Mailchimp onboarding sequence, and notifies the membership team in Slack.
Automated Vista Concession Stock Reorder Alerts
Every morning, WebRun checks concession inventory levels in Vista against your reorder thresholds and texts the manager on duty via Twilio when any item drops below par.
Automated MCA ACH Remittance Reconciliation
Every morning, WebRun pulls ACH settlement data from Centrex, matches each remittance to its advance, flags mismatches, and posts a clean reconciliation digest to Slack so your team starts the day knowing exactly what cleared.
Automated LTL Accessorial Charge Audit
WebRun compares accessorial charges on incoming LTL freight invoices against the tariff rules and accessorial schedules in SMC3, flags overcharges, and logs a dispute worklist to Google Sheets.
Automated Surveyor Certification Expiry Tracker
WebRun checks your team's professional license and certification expiry dates every Monday and posts a colour-coded alert list to Slack so renewals never sneak up on you.
Automated Patent Annuity Payment Reminders
WebRun checks Anaqua for patent annuities due in the next 30 days, drafts a reminder email for each client, and queues them for attorney review before anything is sent.
Automated Fund Document Approval Routing
When a new fund report or investor notice is ready in Juniper Square, WebRun drafts an approval routing package, sends it to the right GP reviewer, and tracks sign-off status so nothing is published without the required approvals.
Automated Intermodal Accessorial Charge Audit
WebRun reviews incoming intermodal freight bills in Rail Command against contracted rates, flags any accessorial charge that exceeds your rate agreement or lacks a valid reason code, and logs disputes for your finance team in Google Sheets.
EZLynx Automated Application Status Daily Digest
Every morning, WebRun checks EZLynx for all open policy applications, compiles the current status for each, and posts your team a Slack digest grouped by producer so nothing stalls unnoticed.
Automated Therap Appointment Confirmation Drafts
Before each week begins, WebRun checks Therap for upcoming medical and specialty appointments, drafts confirmation messages for the care coordinator to review, and logs confirmed appointments to Google Calendar.
Automated Heavy Haul Accessorial Charge Audit
WebRun reviews completed move invoices in QuickBooks against your standard accessorial rate schedule and flags any charge that falls outside your contracted rates, so your billing team can correct errors before they are sent to customers.
Automated Technician Certification Expiry Tracking
WebRun checks your technician certification records in Google Sheets, flags anyone expiring within 60 days, and posts a renewal alert to Slack so your service manager can act before a lapse.
Automated Etsy Abandoned Cart Follow-Up Drafts
Every morning, WebRun identifies shoppers who favourited or carted your Etsy items but did not purchase, checks Marmalead for the keyword demand behind those items, and drafts a coupon-led follow-up message in Mailchimp for your approval.
ECRS CATAPULT Automated Daily Sales Digest
Every morning, WebRun pulls the prior day's sales totals from ECRS CATAPULT, summarises department performance, and sends a clean digest to your email so you always know where you stand.
Automated Ghost Kitchen Daily Sales Digest
Every evening, WebRun pulls order totals from Otter across every virtual brand and channel, then posts a clean summary to Slack so you start each day knowing exactly where revenue landed.
Encompass Automated Backorder Status Digest
Every morning, WebRun pulls open backorders from Encompass, groups them by customer and ETA, and posts a clear status digest to your ops channel in Slack.
Wherefour Automated Backorder Status Digest
WebRun pulls every open backorder from Wherefour each morning, groups lines by customer and expected ship date, and sends a concise digest to a Telegram group so your customer service team can set expectations without digging through the ERP.
Automated EV Technician Certification Expiry Tracking
WebRun checks your field technician certification records each week, flags anyone whose EV or electrical qualification is expiring within 60 days, and posts a clear alert to your ops manager in Slack so renewals are booked on time.
Automated Estate Distribution Approval Routing
When a distribution is logged in EstateExec, WebRun checks the amount, identifies the approving trustee or attorney, and drafts an approval request for them to review before any funds are released.
Automated Lease Application Pipeline Digest
Every morning, WebRun scans the Odessa originations queue, summarises the status of every in-flight application, and delivers a pipeline digest to your originations team via Slack so no deal stalls without someone noticing.
Automated Environmental Certification Expiry Tracking
WebRun scans your staff certification records in Google Sheets, identifies licences and certifications expiring within 90 days, and alerts the right team member and manager in Slack before anything lapses.
Automated EHS Audit Finding Follow-Up Drafts
Every Monday, WebRun checks VelocityEHS for corrective actions from completed audits that are overdue or approaching their due date, and drafts a follow-up email to each client contact to keep findings on track.
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