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 Cass Freight Invoice Overcharge Flags
WebRun compares every carrier invoice in Cass against your contracted rates, flags overcharges, and posts a prioritized worklist to Slack so your team reviews only the exceptions.
Automated Cass Freight GL Coding Review
WebRun reviews GL allocations on freight invoices in Cass, flags any missing or mismatched codes, and builds a review queue in Google Sheets so your accounting team can clear exceptions before month-end close.
Automated Cass Duplicate Freight Invoice Detection
WebRun scans your Cass invoice queue for duplicate submissions, flags them in a Google Sheet, and keeps a running tally of avoided double-payments.
Automated Cass Freight Dispute Tracking
WebRun logs new charge disputes from Cass into an Airtable tracker, checks the status of open disputes daily, and alerts your team in Slack when a dispute is resolved or approaching its deadline.
Automated Cass Freight Currency Conversion Check
WebRun checks international freight invoices in Cass for currency conversion rates, flags any invoice converted at a rate that differs from your treasury benchmark, and logs exceptions to a Google Sheet for review.
Automated Cass Carrier Rate Compliance Report
WebRun analyzes paid freight invoices in Cass against your carrier contracts and delivers a weekly compliance scorecard by carrier and lane to Google Sheets, so you know who is billing correctly before renewal time.
Automated Cass Carrier Rate Mismatch Alerts
WebRun checks every incoming freight invoice in Cass against your stored carrier contract rates, and sends a Telegram alert the moment a rate mismatch is detected so your team can act before payment.
Automated Cass Freight Accrual Report
WebRun pulls uninvoiced and in-transit shipment data from Cass, estimates accrual amounts by lane and cost center, and delivers a formatted accrual file to Google Sheets ready for your ERP upload.
Automated Cass Accessorial Charge Variance Review
WebRun pulls accessorial charges from Cass, compares them to your carrier contracts and approved charge types, and builds a daily worklist in Airtable for your audit team.
Jirav Automated Revenue Pacing Report
Every Monday, WebRun reads actuals vs plan from Jirav and logs each business unit's pacing status to Airtable so your FP and A team has a live view of where revenue stands.
Jirav Automated Month-End Variance Report to Sheets
At month-end close, WebRun reads actuals and budget figures from Jirav, calculates the variance for each account or cost centre, and writes a clean tabulated report to Google Sheets so your FP and A team can review the close without manual exports.
Jirav Automated Model Refresh Reminders
WebRun checks Jirav financial models for stale last-updated timestamps, creates Google Calendar reminders for the finance team, and logs the refresh queue in Airtable so nothing falls through the cracks.
Jirav Automated KPI Dashboard Logging
WebRun pulls your key KPIs from Jirav on a set schedule, logs each metric into a Google Sheets dashboard, and keeps a running history so your finance team always has an up-to-date performance snapshot without manual data entry.
Jirav Automated Headcount Plan Variance Alert
WebRun reads your headcount plan vs actuals from Jirav each week, identifies departments where hiring is ahead or behind plan, and posts a Slack alert so your FP and A team can reconcile workforce costs before they drift from the model.
Jirav Automated Business Driver Anomaly Flags
Every weekday, WebRun reads your key business drivers and actuals from Jirav, detects any metric deviating outside its normal range, and sends a Telegram message to your finance team so anomalies are caught before they compound.
Jirav Automated Departmental Overspend Alerts
Twice a week, WebRun checks every department's budget consumption in Jirav and posts an immediate Slack alert to your finance channel whenever a team is on track to exceed its monthly budget.
Jirav Fathom Automated Cohort Trend Digest
WebRun reads cohort financial data from Jirav, cross-checks performance analytics from Fathom, and posts a combined cohort trend digest to Telegram so your finance team can spot revenue and margin patterns across customer cohorts in one place.
Jirav Automated Cash Flow Forecast Digest
WebRun reads your latest cash flow forecast from Jirav, summarizes the key inflows, outflows, and runway figures, and sends a concise digest to your finance team via Telegram so everyone stays aligned on liquidity without logging into the tool.
Jirav Automated Budget Variance Digest
WebRun pulls budget vs actuals data from Jirav every week, calculates variances by department, and posts a concise digest to Slack so your FP and A team can act before the period closes.
Jirav Automated Board Deck Metrics Prep
Before each board meeting, WebRun pulls the key financial metrics from Jirav and writes a structured summary table to Google Sheets for your team to review and refine before any deck content is finalized.
Jirav Automated Actuals vs Forecast Report
WebRun pulls actuals and forecast data from Jirav on a schedule, builds a side-by-side comparison table, and exports it to Microsoft Excel so your finance team has a structured workbook ready for review.
Automated Magaya Freight Quote Follow-Up
Every morning, WebRun finds unanswered freight quotes in Magaya that are older than two days, drafts a polite follow-up message for each prospect, and queues the drafts in Gmail for your team to review and send.
Automated Magaya Profit Per File Report
Every Monday, WebRun pulls closed shipment files from Magaya, calculates actual revenue minus costs for each, ranks them by profitability, and logs the results in a Google Sheet for your management team.
Automated Magaya Overdue Invoice Chaser
Every Monday, WebRun finds overdue invoices in Magaya, logs each one in a Google Sheet with aging and amount, and drafts a polite payment reminder in Gmail for your team to review and send.
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