Templates
Workflow templates.
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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 Cin7 Demand Spike Alerts
WebRun monitors Cin7 sales orders daily, compares each SKU's rolling 7-day sales rate against its 30-day baseline, and alerts your team on Slack when a SKU's velocity has jumped significantly.
Automated Cin7 Dead Stock Report
WebRun scans Cin7 monthly for SKUs with no sales in 90 days and stock on hand, then delivers a dead-stock report to Google Sheets ranked by holding cost so your team can plan clearance or supplier returns.
Automated Cin7 Backorder Fulfillment Worklist
WebRun scans Cin7 each morning for sales orders on backorder and matches them against stock that has just been received, producing a prioritized fulfillment worklist so your warehouse team knows exactly what to pick first.
Automated Cin7 ABC Inventory Analysis
WebRun pulls Cin7 sales data monthly, classifies every active SKU into A, B, or C tiers by revenue contribution, and writes the updated ABC analysis to Google Sheets so your team can focus purchasing attention where it drives the most value.
Automated Square Staff Hours vs Sales Report
Every Monday, WebRun pulls Square's team timecards and sales data for the prior week, calculates your sales-per-labor-hour ratio for each day, and posts the comparison to Slack so you can see exactly where you were over or understaffed.
Automated Square Repeat Customer Win-Back Drafts
Every week, WebRun identifies Square customers who have not returned in 60 days, drafts a personalized win-back message for each, and queues them in Google Sheets for your approval before any message is sent.
Automated Square Refund Anomaly Detection
Every morning, WebRun reviews Square refund activity from the past 24 hours, flags anything that looks out of the ordinary, and posts a summary to Slack so you can investigate before patterns become losses.
Automated Square Payout Reconciliation Report
Every morning, WebRun checks your Square payout details and logs each deposit against expected amounts in Google Sheets so your bookkeeper can reconcile without logging into Square.
Automated Square New Seller Onboarding Checklist
When a new seller or location is added to your Square account, WebRun runs through a setup checklist, verifies the key settings are configured, logs any gaps in Google Sheets, and notifies the team via Slack so nothing falls through the cracks.
Automated Square Loyalty Campaign Drafts
Every week, WebRun checks your Square Loyalty program for members nearing a reward milestone or who have not redeemed points in 30 days, drafts targeted campaign messages for each segment, and queues them in Google Sheets for your review before any message is sent.
Automated Square Low Inventory Alerts
Every morning, WebRun checks your Square inventory levels, finds any items at or below your reorder point, and sends a low-stock alert to Slack so you can reorder before you run out.
Automated Square Item Performance Report
Every Monday, WebRun pulls Square's item sales data for the past week, ranks every product by revenue and units sold, and posts the top and bottom performers to Slack so you can make smarter stocking and menu decisions.
Automated Square Failed Payment Follow-Up
When a Square payment fails, WebRun logs it in Google Sheets and drafts a polite follow-up message for your team to review and send, so no unpaid transaction is forgotten.
Automated Square Daily Sales Digest
Every morning, WebRun opens Square, pulls yesterday's sales totals, top items, and payment breakdown, then posts a clean digest to Slack so you walk in knowing exactly where you stand.
Automated Square Customer Feedback Routing
When Square collects customer feedback after a sale, WebRun reads the rating and comment, routes positive feedback to your marketing list and negative feedback to the manager for follow-up, all without manual monitoring.
Automated Square Chargeback Dispute Evidence Drafts
When Square flags a chargeback, WebRun gathers the transaction details, compiles the available evidence, and drafts the dispute response for your review so you never miss a response deadline.
Automated Square Appointments No-Show Report
Every morning, WebRun reviews Square Appointments from the previous day, identifies no-shows and late cancellations, logs them in Google Sheets, and posts a summary to Slack so your team can follow up and fill the gaps.
Automated WebPT Speech Therapist Utilization Report
WebRun pulls visit counts, cancellation rates, and documentation completion stats from WebPT and posts a weekly per-therapist utilization report to Slack so clinical directors can spot trends and rebalance caseloads.
Automated WebPT Plan of Care Recertification Tracking
WebRun scans WebPT for speech therapy plans of care approaching their recertification date, then posts a prioritized list to Slack so clinicians complete paperwork before coverage lapses.
Automated WebPT Speech Therapy Outcomes Report
WebRun pulls functional outcome measure scores from WebPT, computes progress trends by diagnosis group and therapist, and posts a monthly summary to Slack so your clinical team can review quality metrics.
Automated WebPT Speech Therapy No-Show Report
WebRun scans WebPT for missed speech therapy appointments, compiles a no-show report, and posts it to Slack so your team can follow up before the week slips away.
Automated WebPT Speech Therapy Referral Intake Routing
WebRun checks WebPT for new speech therapy referrals, matches each to the best-fit therapist based on specialty and availability, and posts a routing recommendation to Slack for your coordinator to confirm.
Automated WebPT School Speech Therapy IEP Deadline Tracking
WebRun monitors your caseload in WebPT for students with upcoming IEP annual review or re-evaluation deadlines, and posts a weekly prioritized list to Slack so nothing is missed.
Automated WebPT Speech Therapy Home Practice Follow-Ups
WebRun reviews which speech therapy patients received home practice programs in WebPT, drafts a brief check-in message for each, and queues the drafts for clinician review before sending.
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