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.
Automated Carta Subscription Document Chaser
WebRun checks Carta daily for LPs whose subscription documents are incomplete, logs each gap, and queues reminder drafts for your review so no close is held up by missing paperwork.
Automated Carta LP Onboarding KYC Tracker
WebRun checks Carta for new LPs whose KYC and onboarding steps are incomplete, logs each gap to Airtable, and posts a daily status digest to Slack so your compliance team always knows who is stuck and why.
Automated Carta K-1 Tax Document Delivery Tracker
WebRun checks Carta around tax season for which LPs have received their K-1 documents, logs the delivery status, and posts a daily digest to Slack so your fund admin team can confirm every LP has access before the filing deadline.
Automated Carta Quarterly Investor Statement Drafts
WebRun reads Carta's fund performance and LP account data each quarter, drafts a personalized investor statement for each LP, and queues every draft for your review before any LP receives communication.
Automated Carta Fund Expense Allocation Review
WebRun checks Carta for pending expense entries, compares each allocation against the fund's LPA-defined expense policy, flags any item that appears misallocated or out of policy, and posts a review queue to Slack before entries are finalized.
Automated Carta Drawdown Funding Follow-Up
WebRun checks Carta daily for any capital drawdown that has been called but not yet fully funded, logs each shortfall, and posts a follow-up digest to Slack so your team can resolve funding gaps before an investment is at risk.
Automated Carta LP Distribution Notice Drafts
When a distribution event is set up in Carta, WebRun drafts formal distribution notices for each LP, calculates their pro-rata proceeds, and queues the notices for your review before any LP receives communication.
Automated Carta Capital Call Reminders
WebRun monitors your Carta capital call notices, tracks which LPs have not yet funded, and drafts reminder messages for your review before any LP is contacted.
Automated Carta Cap Table Change Review Queue
WebRun monitors Carta for recent cap table changes such as new share issuances, transfers, or conversions, logs each change to a review queue, and alerts your team in Slack so nothing is approved without a second look.
Automated New Shipper Credit Check Routing
When a new shipper is added to your prospect list in Google Sheets, WebRun looks up their credit profile, checks DAT for any known payment issues in the carrier community, and routes the credit check result to the right person in Slack with a recommendation before the first load is booked.
Automated Rate Confirmation Chaser for Freight Brokers
WebRun scans DAT for loads scheduled to pick up within 24 hours that don't have a signed rate confirmation on file, then drafts a follow-up to the carrier for each one so your team can close the gap before the truck rolls.
Automated DAT Margin Per Load Report
WebRun pulls completed load data from DAT, calculates the margin on each load using your buy and sell rates, and logs the results to Google Sheets so you always know which lanes and carriers are most profitable.
Automated DAT Load Board Digest
WebRun scans DAT for today's available loads on your key lanes, pulls spot rates, and posts a ranked digest to Slack so your team knows exactly where to focus before the first call.
Automated DAT Lane Rate Trend Digest
WebRun pulls weekly spot rate trends from DAT for your most active lanes and posts a digest to Slack so your brokers can quote with confidence and renegotiate contracts when the market shifts.
Automated Freight Factoring Submission Packet
WebRun pulls completed loads from DAT, assembles the load details needed for your factoring company submission, and logs a daily packet to Google Sheets so your team can review and submit without hunting for data.
Automated DAT Detention and Accessorial Tracker
WebRun reviews recent loads in DAT, identifies detention and accessorial charges that have been incurred but not yet invoiced, and logs them to Google Sheets so nothing falls through the cracks at billing time.
Automated DAT Daily Coverage Report
WebRun pulls all open loads from DAT, checks which ones have carriers assigned and which are still uncovered, and posts a prioritized coverage report to Slack so your team can focus on the loads at risk.
Automated Customer Freight Quote Follow-Up
WebRun checks your quote log in Google Sheets for customer quotes that haven't received a response, pulls current DAT spot rates to keep the follow-up relevant, and drafts a personalized follow-up email in Gmail for each open quote.
Automated Carrier Onboarding Document Chaser
WebRun checks DAT for carriers you've added but whose onboarding packet is incomplete, then drafts a follow-up email for each one and queues it for your review before sending.
Automated Carrier Insurance Expiry Alerts
WebRun checks your active carriers in DAT against their insurance expiry dates, flags any expiring within 30 days, and posts an alert to Slack so you can pull loads from at-risk carriers before coverage lapses.
Automated Carrier Compliance Watchlist
WebRun monitors your active carrier network in DAT for safety rating changes, authority revocations, or insurance lapses, and posts a weekly compliance watchlist to Slack so you can pull loads from at-risk carriers before an incident.
Automated Cass Freight Payment Approval Queue
WebRun pulls freight invoices from Cass that exceed your approval threshold, logs them in an Airtable queue, and alerts approvers in Slack so large payments get reviewed before Cass releases them.
Automated Cass New Carrier Setup Kickoff
WebRun walks through the new carrier setup checklist in Cass, verifies that contract rates, GL rules, and payment terms are all configured, and posts a readiness summary to Slack before the first invoice arrives.
Automated Cass Missing Freight Invoice Chaser
WebRun cross-references your shipment file against invoices received in Cass, identifies moves that have not been billed, and drafts carrier chase emails for your review.
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