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.

All categories
All categories
Automated commonsku In-Hands Date Risk Alerts
Every morning, WebRun scans commonsku for orders whose in-hands date is within five business days and whose production stage suggests they may not ship in time, then posts a risk alert digest to Slack.
commonsku›Slack›Airtable
Automated commonsku Monthly Commission Report
On the first Monday of each month, WebRun pulls the previous month's invoiced orders from commonsku, calculates each rep's commission based on your configured rates, and posts a summary digest to Slack.
commonsku›Slack›Google Sheets
Automated commonsku Post-Delivery Client Follow-Up
Every morning, WebRun finds orders in commonsku marked as delivered in the past three days, drafts a warm post-delivery check-in email for each client, and queues them in Gmail for your review.
commonsku›Gmail›Airtable
Automated Workiz Unscheduled Lead Worklist
WebRun scans Workiz daily for leads that arrived but were never converted to a scheduled job, and posts a prioritised worklist to Slack so your team can follow up before they go cold.
Workiz›Slack›Google Sheets
Automated Workiz Seasonal Promo Email Drafts
WebRun pulls your past customer list from Workiz, drafts a personalised seasonal promotion message for each contact, and queues all drafts for your review before any customer is contacted.
Workiz›Mailchimp›Google Sheets
Automated Workiz Review Request Texts
After each job is marked complete in Workiz, WebRun drafts a review-request message for the customer and queues it for your approval before it is sent.
Workiz›Twilio›Google Sheets
Automated Workiz Recurring Service Reminders
WebRun checks Workiz for clients on recurring maintenance plans, identifies those due for service this week, and drafts a personalised reminder for each one ready for your review.
Workiz›Gmail›Airtable
Automated Workiz Quote Follow-Up Drafts
WebRun scans Workiz for estimates sent but not yet accepted, drafts a polite follow-up message for each prospect, and queues the drafts for your review before anything is sent.
Workiz›Gmail›Google Sheets
Automated Workiz Overdue Invoice Chaser
WebRun finds all overdue invoices in Workiz, drafts a polite payment reminder for each customer, and flags the largest balances in Slack so you know who to prioritise.
Workiz›Gmail›Slack
Automated Workiz On-My-Way Text Drafts
WebRun checks each technician's next job in Workiz, drafts a courteous on-my-way text message for the customer, and queues it for a quick human review before it is sent.
Workiz›Twilio›Slack
Automated Workiz Pressure Washing Lead Routing
WebRun picks up every new Workiz lead, checks your schedule for the nearest open slot, assigns the right crew, and queues a booking confirmation draft for your approval.
Workiz›Google Calendar›Slack
Automated Workiz Missed Call Follow-Up
WebRun checks Workiz for any missed calls or leads from callers who were not reached, drafts a call-back or text follow-up for each one, and queues the drafts for your review.
Workiz›Twilio›Airtable
Automated Workiz Equipment Maintenance Tracker
WebRun checks your equipment records in Workiz, flags any machine or trailer due for service, and posts a weekly maintenance worklist to Slack so nothing breaks down mid-job.
Workiz›Slack›Google Sheets
Automated Workiz Daily Revenue Digest
Each evening, WebRun tallies all completed and invoiced jobs in Workiz for the day and posts a revenue digest to Telegram so you always know your daily take.
Workiz›Telegram›Google Sheets
Automated Workiz Pressure Washing Job Digest
Every morning, WebRun pulls today's full job schedule from Workiz and posts a clean dispatch digest to Slack so every crew member and dispatcher knows exactly what's happening.
Workiz›Slack
Automated Workiz Commercial Contract Renewal Reminders
WebRun scans Workiz for commercial clients whose service contracts expire in the next 60 days, drafts a renewal proposal for each account, and queues the drafts for your review before you send them.
Workiz›Gmail›HubSpot
Automated Gusto Timesheet Completion Chaser
WebRun checks Gusto for employees who have not submitted their timesheets before the payroll cutoff, and posts a targeted list to Slack so managers can follow up fast.
Gusto›Slack›Google Sheets
Automated Gusto Termination Final Pay Checklist
When an employee termination is recorded in Gusto, WebRun assembles a final-pay checklist covering state deadline requirements, outstanding PTO payout, and benefit cancellation steps, and queues it for your HR team to action.
Gusto›Slack
Automated Gusto Payroll Tax Deadline Tracker
WebRun monitors upcoming federal and state payroll tax filing deadlines tied to your Gusto account and posts a weekly priority list to Slack so your payroll or accounting team is never caught off guard.
Gusto›Slack›Google Calendar
Automated Gusto Payroll Run Reminders
WebRun checks your Gusto payroll schedule, flags every upcoming run deadline, and posts a reminder to Slack so your team processes payroll on time, every time.
Gusto›Slack
Automated Gusto PTO Balance Report
Every Monday, WebRun reads PTO balances from Gusto and posts a summary by team to Slack so managers can plan coverage and catch any balances that are unusually high or at risk of expiring.
Gusto›Slack
Automated Gusto Overtime Anomaly Detection
Before each payroll run, WebRun checks Gusto for employees with overtime hours that exceed their normal pattern, flags the anomalies, and delivers a review list to managers in Slack so surprises are caught before paychecks go out.
Gusto›Slack›Google Sheets
Automated Gusto Off-Cycle Payroll Approval Queue
WebRun checks Gusto for pending off-cycle payroll runs awaiting approval, compiles all the details, and queues a draft approval summary for your payroll manager to review before anything is processed.
Gusto›Slack
Automated Gusto New Hire Onboarding Doc Chaser
WebRun checks Gusto for new hires with incomplete onboarding documents, identifies exactly what is still missing, and logs a daily worklist to Google Sheets for your HR team to action.
Gusto›Google Sheets›Slack

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