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 Magaya New Client Onboarding Kickoff
When a new client is added to Magaya, WebRun creates their onboarding checklist in Airtable, drafts a welcome email for your team to send, and posts a kickoff summary to Slack so the account team can start the relationship right.
Automated Magaya ISF Filing Deadline Tracker
Every morning, WebRun scans Magaya for ocean shipments approaching the ISF 24-hour deadline, checks filing status, and alerts your team in Slack before any deadline is at risk.
Automated Magaya Document Collection Chaser
Every morning, WebRun checks Magaya for shipments with incomplete document sets, identifies what is still missing, and sends a polite chaser email draft to each responsible party for your team to review and send.
Automated Magaya Demurrage Risk Alerts
Every morning, WebRun scans Magaya for containers approaching their free day expiry, calculates the risk exposure, and posts a ranked alert list to Telegram so your team can act before demurrage charges begin.
Automated Magaya Customs Doc Completeness Check
Every morning, WebRun checks Magaya for shipments approaching customs clearance and verifies that all required customs documents are on file, then posts a gap report to Slack so your team can resolve issues before cargo is delayed.
Automated Magaya Container Rollover Alerts
Every morning, WebRun checks Magaya for shipments showing a vessel change or delayed departure, and posts an alert to your Slack channel so your team can notify clients and rebook before costs escalate.
Automated Magaya Booking Confirmation Drafts
When a new booking is recorded in Magaya, WebRun pulls the booking details, drafts a professional confirmation email for the shipper, and queues it in Gmail for your team to review and send.
Automated Magaya Arrival Notice Drafts
When a Magaya shipment reaches the arrival milestone, WebRun drafts a professional arrival notice for the consignee and queues it in Gmail for your team to review and send.
Automated Magaya Agent Network Status Digest
Every Monday, WebRun pulls open shipments in Magaya that involve overseas agents, groups them by agent, and posts a status digest to Slack so your team knows exactly what is in-progress at each partner location.
Automated Fleetio DVIR Defect Repair Worklist
Every morning, WebRun pulls open defects from Fleetio's driver vehicle inspection reports, groups them by severity and vehicle, and posts the repair worklist to Slack so your mechanics start the day with a clear queue.
Automated Fleetio Vehicle Registration Renewal Tracking
Every Monday, WebRun scans Fleetio for vehicles whose registrations expire within 60 days, compiles the renewal list by state and due date, and posts it to Slack so your team can file renewals well before the deadline.
Automated Fleetio Fleet Recall Watchlist
Every Monday, WebRun cross-references your Fleetio vehicle list against NHTSA recall data for each make, model, and year, flags any vehicle with an open recall, and logs the watchlist to Google Sheets so your fleet team can schedule the repair.
Automated Fleetio Preventive Maintenance Reminders
Every morning, WebRun checks Fleetio for vehicles approaching their PM due dates, assembles a prioritized reminder list, and posts it to Slack so your team can book service before a vehicle goes overdue.
Automated Fleetio Parts Low-Stock Alerts
Every morning, WebRun checks Fleetio's parts inventory for items at or below reorder point, and posts a restocking alert to Slack so your parts manager can order before a shortage delays a repair.
Automated Fleetio Odometer Gap Detection
Every morning, WebRun scans Fleetio for new fuel and service entries where the odometer reading jumps backwards, drops to zero, or shows an implausible daily gain, and flags the anomalies in Slack so your fleet admin can investigate and correct the record.
Automated Fleetio New Vehicle Onboarding Checklist
When a new vehicle is added to Fleetio, WebRun checks that all required fields are complete, posts a setup checklist to Slack for your fleet admin, and drafts a vehicle information summary for your records.
Automated Fleetio Mechanic Workload Digest
Every Monday, WebRun pulls open and in-progress work orders from Fleetio, tallies the assigned hours and task count per mechanic, and posts a workload balance digest to Slack so your shop supervisor can redistribute before the week gets away.
Automated Fleetio Fuel Economy Outlier Report
Every Monday, WebRun pulls fuel economy data from Fleetio, compares each vehicle against its class average, flags outliers that are burning significantly more fuel than expected, and logs the report to Google Sheets for your fuel manager.
Automated Fleetio Missing DVIR Follow-Up Queue
Every morning, WebRun checks Fleetio for vehicles that should have a completed DVIR from the previous day but do not, and posts the missing-submission list to Slack so your compliance team can follow up with drivers.
Automated Fleetio Fleet Downtime Cost Report
Every Monday, WebRun pulls vehicle downtime records from Fleetio, calculates estimated cost per day out of service by vehicle class, and posts a ranked downtime cost report to Slack so leadership can see the real financial impact of maintenance delays.
Automated Fleetio Asset Utilization Report
Every Monday, WebRun pulls asset utilization data from Fleetio, calculates each vehicle's active hours or miles as a percentage of available capacity, and logs the ranked report to Google Sheets so your fleet planner can right-size the fleet.
Automated RightCapital RMD Deadline Tracking
WebRun scans RightCapital for clients with upcoming required minimum distribution deadlines, flags anyone at risk of a missed RMD, and posts your team a Slack alert so distributions are taken on time.
Automated RightCapital Risk Tolerance Review Tracking
WebRun scans RightCapital for clients whose risk tolerance assessment is more than 12 months old or has not been completed, flags each in a Google Sheets tracker, and posts your team a Slack digest for follow-up.
Automated RightCapital Referral Thank-You Drafts
When a new client in RightCapital is tagged with a referral source, WebRun drafts a personalized thank-you email to the referring party and queues it in Gmail for the advisor to review and send.
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