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
Automated ServiceM8 Well Drilling Invoice Chasing
Every Monday, WebRun finds ServiceM8 invoices that are past due, drafts a polite payment reminder for each client, and queues the messages for your review. Larger balances are held for personal follow-up.
ServiceM8›Gmail›Slack
Automated ServiceM8 Well Drilling Lead Follow-Up
When a new lead or enquiry arrives in ServiceM8, WebRun reads the details, drafts a personalised follow-up email for your team to review and send, and logs the lead in Google Sheets so no enquiry falls through the cracks.
ServiceM8›Gmail›Google Sheets
Automated ServiceM8 Well Drilling Job Routing
When a new job lands in ServiceM8, WebRun reads the job type, location, and required equipment, then assigns it to the best available crew and logs the details in Google Sheets for dispatch tracking.
ServiceM8›Google Sheets›Slack
Automated ServiceM8 Well Drilling Materials Reorder Alerts
Every Monday, WebRun reviews your ServiceM8 job cards and material usage notes, identifies consumables and materials running low, and posts a reorder alert to Slack so your team can place orders before a job is delayed.
ServiceM8›Slack›Google Sheets
Automated ServiceM8 Drilling Equipment Maintenance Alerts
Every Monday, WebRun reviews your ServiceM8 equipment records, finds any rigs, pumps, or tools due for service in the next two weeks, and posts a maintenance schedule to Slack so nothing gets missed.
ServiceM8›Slack›Airtable
Automated ServiceM8 Well Drilling Revenue Digest
Every evening, WebRun opens ServiceM8, totals the invoices raised and payments received today across all well drilling jobs, and posts a clean revenue digest to Slack so you end the day knowing exactly where you stand.
ServiceM8›Slack
Automated ServiceM8 Well Drilling Job Digest
Every morning, WebRun pulls today's scheduled jobs from ServiceM8, summarises crew assignments, site addresses, and job types, and posts the daily digest to your Slack operations channel.
ServiceM8›Slack
Automated Fulcrum Shipment Ready Notifications
Every day, WebRun finds jobs marked ready to ship in Fulcrum and drafts a shipment-ready notification for each customer, held for your review before sending.
Fulcrum›Gmail
Automated Fulcrum Scrap and Rework Report
Every week, WebRun pulls scrap and rework records from Fulcrum, calculates the cost and job impact, and logs a summary report to Google Sheets.
Fulcrum›Google Sheets
Automated Fulcrum RFQ Response Follow-Up
Every week, WebRun reviews RFQ responses logged in Fulcrum and drafts a follow-up email for each prospect who has not replied, held for your review before sending.
Fulcrum›Gmail›Airtable
Automated Fulcrum Quote Follow-Up Drafts
Every week, WebRun finds quotes sent but not yet accepted in Fulcrum and drafts a polite follow-up email for each prospect, ready for you to review and send.
Fulcrum›Gmail
Automated Fulcrum Overdue Invoice Chaser
Every week, WebRun finds overdue customer invoices in Fulcrum and drafts a polite payment reminder for each, ready for you to review and send.
Fulcrum›Gmail
Automated Fulcrum On-Time Delivery Scorecard
Every week, WebRun tallies completed Fulcrum jobs against their original due dates and posts an on-time delivery scorecard to Google Sheets.
Fulcrum›Google Sheets
Automated Fulcrum New Customer Onboarding
When a new customer is added to Fulcrum, WebRun drafts a welcome email and creates a Fulcrum job record for their first order intake, ready for your review before anything is sent.
Fulcrum›Gmail›Google Sheets
Automated Fulcrum Material Low Stock Alerts
Every morning, WebRun checks material stock levels in Fulcrum and posts an alert to Slack whenever a material falls below your reorder threshold.
Fulcrum›Slack
Automated Fulcrum Machine Downtime Alerts
Every shift, WebRun scans Fulcrum for downtime or delay flags on operations, posts an immediate Slack alert for each incident, and logs a daily downtime summary to your Google Sheet.
Fulcrum›Slack›Google Sheets
Automated Fulcrum Late Job Watchlist
Every afternoon, WebRun reviews all active Fulcrum jobs, flags any that are behind schedule, and posts a watchlist to your Google Sheet so you can intervene before the due date.
Fulcrum›Google Sheets
Automated Fulcrum Daily Production Digest
Every evening, WebRun reads completed operations from Fulcrum, tallies production output by job and operator, and posts a shift summary to Telegram so you always know the day's result.
Fulcrum›Telegram
Automated Fulcrum Welder Certification Tracker
Every week, WebRun reviews welder certification records in Fulcrum, flags any that are expiring within 60 days, and posts an alert to Slack so you can schedule recertification in time.
Fulcrum›Slack
Automated Fulcrum Shop Capacity Load Report
Every week, WebRun analyses open Fulcrum jobs and operations against your shop's capacity and posts a load report to Google Sheets to guide your scheduling decisions.
Fulcrum›Google Sheets
Automated ShipHero Short-Pick Worklist
WebRun scans ShipHero for orders with short picks, compiles a prioritized worklist ranked by ship deadline, and drops it into Google Sheets so your team can resolve stock gaps without digging through the WMS.
ShipHero›Google Sheets
Automated ShipHero Shipping Cutoff Risk Alerts
WebRun monitors ShipHero throughout the afternoon and fires a Slack alert when unshipped orders are running close to your carrier pickup cutoff, giving the team time to rush-pick and pack before the truck leaves.
ShipHero›Slack
Automated ShipHero Returns Grading Worklist
Every morning, WebRun pulls all returns received in ShipHero that have not yet been graded, ranks them by return age, and writes a prioritized grading worklist to Google Sheets so the returns team clears the backlog in the right order.
ShipHero›Google Sheets
Automated ShipHero Replenishment Alerts
WebRun monitors ShipHero bin quantities throughout the day and fires a Slack alert the moment any pick face drops below your replenishment trigger level, keeping pickers moving and orders flowing.
ShipHero›Slack

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