Templates

Workflow templates.
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Automated Cyrious Sign Permit Deadline Tracking

WebRun reviews Cyrious for sign jobs that require permits, identifies upcoming and overdue permit deadlines, and posts a weekly alert to Slack so your team can act before a job is held up.

Automated Cyrious Sign Invoice Chaser

WebRun finds overdue customer invoices in Cyrious, drafts polite reminder emails for each, and posts an outstanding-balance summary to Slack so your team always knows who owes what.

Automated Cyrious Sign Order Status Digest

Every morning, WebRun opens Cyrious, pulls every active sign order, notes its current stage, and posts a concise digest to Slack so your team starts the day knowing exactly where every job stands.

Automated Cyrious Sign Lead Follow-Up

WebRun checks Cyrious for new leads or inquiries added in the past 24 hours, drafts a personalised follow-up message for each prospect, and queues the drafts in Gmail for your review so no new sign lead goes cold.

Automated Cyrious Sign Material Reorder Alerts

WebRun monitors Cyrious for materials running below your reorder threshold and posts a low-stock alert to Slack so you can reorder before production is affected.

Automated Cyrious Sign Job Margin Report

WebRun pulls completed job cost data from Cyrious, calculates margin per job, and posts a weekly summary to Slack with the highest and lowest margin jobs so you can price better and spot problem work.

Automated Cyrious Sign Install Schedule Digest

WebRun pulls upcoming sign installations from Cyrious, builds a clear daily schedule for each installer, and posts it to Slack so every crew member knows exactly where to be and what to bring.

Automated Cyrious Sign Job Deposit Collection

WebRun scans Cyrious for accepted sign jobs that have not yet had a deposit collected, drafts a payment-request email for each customer, and queues the drafts for your approval so production never starts at risk.

Automated Shopify Top Product Weekly Report

Every Monday, WebRun opens Shopify Analytics, pulls last week's top-selling products broken down by online and POS channel, and posts the ranked report to Slack so your team can act on what is working.

Automated Shopify Store vs Online Margin Report

Every Monday, WebRun pulls Shopify's sales and cost data for the past week, calculates the gross margin by channel (POS versus online store), and posts the comparison to Slack so your team can see where profit is stronger and why.

Automated Shopify Refund Anomaly Detection

Every morning, WebRun scans Shopify for refunds and returns processed in the last 24 hours, identifies any anomalies such as spikes by product or staff member, and logs them to a Google Sheet so your ops manager can investigate.

Automated Shopify Omnichannel Sales Digest

Every morning, WebRun opens Shopify, pulls sales from your online store, POS locations, and any active sales channels, and delivers a single digest to Slack so your team starts the day knowing exactly where revenue came from.

Automated Shopify New Channel Onboarding Checklist

When you add a new sales channel to Shopify (such as a new POS location, a marketplace, or a social commerce channel), WebRun builds a tailored onboarding checklist in Google Sheets so your team completes every setup step without missing anything.

Google Sheets›

Automated Shopify Loyalty Tier Upgrade Drafts

Every morning, WebRun checks Shopify customer spend to find anyone who crossed a loyalty tier threshold in the last 24 hours, drafts a personalised congratulation email for each, and queues the drafts in Gmail for your team to review and send.

Automated Shopify Low Stock Reorder Alerts

Twice a day, WebRun checks Shopify inventory across all your locations, flags any SKU that has fallen below your reorder point, and posts a reorder alert to Slack so your buying team can act before a stockout hits online or in-store.

Automated Shopify Inventory Discrepancy Flags

Every night, WebRun compares your Shopify online stock levels against each POS location's inventory and flags any discrepancy above your threshold so your team can investigate and correct counts before the next selling day.

Automated Shopify Fulfillment Delay Tracking

Every morning, WebRun opens Shopify and finds every unfulfilled order that has been waiting longer than your threshold, then logs the delayed orders to a Google Sheet so your ops team can prioritize and resolve them before customers complain.

Automated Shopify Draft Order Follow-Up Tracker

Every morning, WebRun finds Shopify draft orders that have been open for more than 48 hours without a payment, and logs them to a Google Sheet so your sales team can follow up with each customer before the opportunity expires.

Automated Shopify Customer Winback Email Drafts

Every Monday, WebRun identifies Shopify customers who have not purchased in over 90 days, drafts a personalised win-back email for each, and saves them as Gmail drafts for your team to review and send.

Automated Shopify BOPIS Pickup Worklist

Every hour, WebRun checks Shopify for new buy-online-pickup-in-store orders, groups them by location, and posts a pick-and-pack worklist to Slack so store staff always have an up-to-date queue.

Automated Shopify Abandoned Cart Recovery Drafts

Every morning, WebRun finds Shopify carts abandoned in the last 24 hours, drafts a personalised recovery email for each customer, and queues them for your review so you send only the ones you approve.

Automated Jobber Septic Review Requests

WebRun finds completed septic jobs in Jobber, drafts a review request message for each client, and queues them for approval before any outreach is sent.

Automated Jobber Septic Contract Renewal Reminders

WebRun checks Jobber for recurring service contracts coming up for renewal, drafts a renewal email for each client, and queues the drafts for your review before any outreach is sent.

Automated Jobber Septic Quote Follow-Ups

WebRun finds quotes in Jobber that have not been accepted after three days, drafts a polite follow-up email for each prospect in Gmail, and queues them for your review before anything is sent.

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