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 Reviewer Certification Expiry Tracking
WebRun reads reviewer certification expiry dates from a Google Sheet, sends a Twilio SMS reminder when a certification is nearing expiry, and logs the status to keep your team audit-ready.
Automated Dumpster Fleet Certification Expiry Tracking
Every Monday, WebRun checks your driver CDL and vehicle registration expiry dates against a master Google Sheet and posts an alert to Slack listing anyone expiring within 60 days, so compliance never sneaks up on you.
Automated Drone Pilot Certification Expiry Tracker
WebRun checks your pilot certification records each week, flags any FAA Part 107, TRUST, or equipment certifications expiring within 60 days, and pings the team in Slack with exactly who needs to renew and by when.
Whiskey Systems Automated Barrel Aging Inventory Report
Every Monday, WebRun pulls your full barrel inventory from Whiskey Systems, calculates age and estimated angel's share loss for each barrel, and posts a rackhouse digest to Slack with barrels approaching your target age.
Automated Accessorial Charge Audit for Freight
WebRun reviews completed loads in Truckbase for accessorial events such as liftgate, layover, driver assist, and fuel surcharge, checks whether each charge was invoiced, and logs any missing charges to a Google Sheet for billing review.
Automated Dental Lab Backorder Status Digest
WebRun checks your supplier portals and Evident each morning, collects the latest status on every backordered material, and posts a concise digest to your Slack lab channel so no one has to chase suppliers manually.
PDI Technologies Automated Age-Restricted Compliance Flags
WebRun reviews PDI Technologies transaction logs daily for tobacco and alcohol sales without a valid ID-scan event, and sends your compliance team a same-day Telegram alert.
Automated Local Line CSA Share Renewal Drafts
A few weeks before your CSA season closes, WebRun finds members whose subscriptions are expiring in Local Line, drafts a personalized renewal invitation in Gmail for each one, and leaves every email ready for your review.
MeridianLink Automated Loan Approval Routing
When a loan application in MeridianLink reaches the approval stage, WebRun reads the loan details, drafts an approval routing notification for the correct officer, and posts the pending decision to your lending team Slack channel.
Automated Payer Enrollment Status Digest
WebRun checks Modio Health for each provider's open payer enrollment applications, compiles a status digest, and posts it to Slack so your team always knows where every application stands.
Automated Court Reporter Certification Expiry Tracking
WebRun reviews reporter certification records in ReporterBase, flags any certifications expiring within 60 days, and posts a renewal reminder list to Slack so your team can act before a reporter becomes ineligible.
Automated LoanPro Application Pipeline Digest
Every morning, WebRun opens LoanPro, pulls all in-flight loan applications, groups them by stage, flags any applications stalled without activity for more than two days, and posts a pipeline status digest to your originations team in Slack.
Automated Coffee Shop Daily Sales Digest
Every morning, WebRun pulls yesterday's sales from your POS, compares it to the same day last week, and sends a clean digest to your Slack channel before you open the doors.
Automated Clinical Trial Visit Confirmation Drafts
WebRun checks RealTime-CTMS each afternoon for study visits scheduled in the next 48 hours and drafts a confirmation message for each subject, ready for coordinator review and send.
Automated Climate Submission Status Digest
Every morning, WebRun checks the status of your active climate framework submissions in Persefoni and on the CDP platform, then posts a concise status digest to your team via Slack so everyone knows what is submitted, in progress, or still outstanding.
Carta Automated 409A Valuation Renewal Tracking
WebRun tracks your 409A expiry date in Carta, alerts your team in Slack when renewal is due, and drafts a request to your valuation provider so you never issue options on a stale valuation.
Automated Calibration Due Date Reminders
WebRun checks IndySoft daily for instruments approaching their calibration due date and drafts reminder emails to asset owners so nothing slips past its interval.
Automated Bowling Center Daily Sales Digest
Every morning, WebRun pulls the previous day's sales from Conqueror X, totals revenue by category, and posts a clean digest to your Slack channel.
Automated Bookstore Author Event RSVP Confirmations
When a customer RSVPs for an author event through your booking form, WebRun drafts a personalised confirmation and adds the attendee to your Google Sheet event list so nothing slips through.
Automated Beverage Distributor Backorder Status Digest
Every morning, WebRun pulls open backorders from VIP, checks expected availability dates, and sends each account rep a concise digest so they can update customers before the phone rings.
Automated Bail Agent Certification Expiry Tracker
WebRun reviews your agent certification records in Google Sheets each week and cross-checks them against Captira, then posts a Slack digest listing every license and continuing education requirement expiring in the next 90 days.
Automated Axe Throwing Abandoned Booking Recovery
Every day, WebRun identifies incomplete bookings in ROLLER from the past 48 hours and drafts a friendly win-back email in Gmail with a direct link back to the checkout.
Automated Auto Transport Accessorial Charge Audit
WebRun reviews completed loads in Super Dispatch weekly, checks for accessorial charges like fuel surcharges, storage, and additional stops, cross-references them against your rate card in Google Sheets, and flags any discrepancy for your review.
Automated RouteOne Application Status Digest
Every evening, WebRun checks the status of every open credit application in RouteOne for each dealer, compiles a per-dealer status digest, and posts a summary to your internal Slack channel so your dealer services team can field calls the next morning fully briefed.
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