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 Embedded Lease Identification for ASC 842
WebRun scans newly uploaded vendor agreements and service contracts for embedded lease language, flags any that appear to contain a right-of-use element, and routes them to your lease accounting team in FinQuery for formal assessment.
FinQuery Automated ASC 842 Disclosure Prep Report
WebRun pulls the required quantitative and qualitative disclosure data from FinQuery each quarter, assembles a structured disclosure prep report in Google Sheets, and notifies your team so the external reporting package is ready ahead of the filing deadline.
FinQuery Automated Lease Critical Date Reminders
WebRun scans FinQuery each morning for upcoming lease critical dates including options, terminations, rent steps, and notice deadlines, and sends timely reminders to the right owner via Slack so no date slips through.
FinQuery Automated Lease Audit Evidence Packets
WebRun pulls the journal entries, amortization schedules, and disclosure reports from FinQuery for each selected lease, organizes them into a structured Google Sheet evidence packet, and queues a delivery email to your audit team for review before sending.
Automated Onfleet Undelivered Parcel Worklist
Every morning, WebRun scans Onfleet for tasks that remain undelivered after two or more attempts, builds a prioritized reattempt worklist ranked by days outstanding, and logs it to Airtable for your ops team to assign and action.
Automated Onfleet Surge Volume Staffing Alerts
Each morning, WebRun compares today's Onfleet task count against your staffed driver capacity, calculates any shortfall, and posts a staffing alert to Slack so your ops team can call in additional drivers before the first route launches.
Automated Onfleet Route Density Report
Every Monday, WebRun analyzes the prior week's Onfleet route data to calculate stops per mile and stops per hour for each driver and zone, then logs the density report to Google Sheets so your planning team can tighten inefficient routes.
Automated Onfleet Route Completion Digest
At the end of each shift, WebRun pulls route completion stats from Onfleet and posts a clear ops digest to Slack showing on-time rate, total stops, failed stops, and driver mileage.
Automated Onfleet Recipient Review Requests
Each evening, WebRun identifies successfully completed Onfleet deliveries from the day, drafts a short review request message for each recipient, and queues the drafts for your team to approve before any message is sent.
Automated Onfleet Proof of Delivery Collection
WebRun scans Onfleet each day for completed tasks missing photo or signature proof of delivery, flags the gaps, and logs them to a Google Sheet so your ops team can chase drivers before client disputes arise.
Automated Onfleet Late Delivery Customer Drafts
WebRun monitors Onfleet for deliveries running significantly behind their time window, drafts a polite customer notification for each, and queues the drafts for your team to review and send before the customer calls.
Automated Onfleet Delivery Exception Alerts
WebRun monitors Onfleet for failed delivery attempts each day, logs every exception with its reason code, and posts a prioritized reattempt list to Slack so your dispatch team can act before the customer calls.
Automated Onfleet Driver Performance Scorecard
Every Monday, WebRun pulls the past week's Onfleet driver data, calculates on-time rate, completion rate, service time, and distance per stop for each driver, and posts the ranked scorecard to Slack for ops review.
Automated Onfleet Driver Onboarding Doc Chaser
WebRun checks Onfleet for newly added drivers each week, flags any who are missing required onboarding documents, and posts a chase list to Slack so your fleet coordinator can follow up before the first shift.
Automated Onfleet Daily Ops Report
Every morning, WebRun pulls key delivery KPIs from Onfleet and posts a clean daily ops report to a Google Sheet so your ops and account managers start the day with yesterday's numbers already tallied.
Automated Onfleet Customer ETA Notification Drafts
As routes go live, WebRun reads real-time Onfleet ETAs for each delivery, drafts a short ETA notification for each recipient, and queues the drafts for your customer service team to review and send.
Automated Onfleet COD Reconciliation Report
Each evening, WebRun pulls completed COD task records from Onfleet, compares expected vs. collected amounts per driver, and logs any variances to a Google Sheet so your finance team can reconcile before drivers close out.
Kickserv Automated Irrigation Warranty Callback Tracker
Every morning, WebRun scans Kickserv for jobs flagged as warranty callbacks or recently reopened after a prior job, posts a callback worklist to Slack, and drafts a scheduling message for each affected customer.
Kickserv Automated Spring Startup Reminders
Every spring, WebRun finds all active irrigation customers in Kickserv, drafts a seasonal startup reminder for each, and queues them for your review before sending.
Kickserv Automated Irrigation Staffing Gap Alerts
Every Monday, WebRun checks Kickserv for upcoming job volume over the next two weeks, compares it against your available technician capacity, and posts a staffing gap alert to Slack so you can plan ahead.
Kickserv Automated Irrigation Review Requests
After a job is marked complete in Kickserv, WebRun drafts a review request email for the customer and queues it for your approval before sending.
Kickserv Automated Maintenance Contract Renewals
Every Monday, WebRun scans Kickserv for recurring maintenance contracts expiring in the next 30 days, drafts a renewal reminder for each customer, and queues them for your review.
Kickserv Automated Irrigation Estimate Follow-Ups
Every morning, WebRun checks Kickserv for estimates that have been open more than 3 days without a response, drafts a follow-up email for each prospect, and queues them for your review.
Kickserv Automated Irrigation Parts Reorder Alerts
Every Monday, WebRun checks Kickserv jobs completed this week for parts used, estimates remaining stock, and posts a reorder alert to Slack with the parts that need replenishing.
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