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 JobNimbus Fencing Review Request Drafts
After a fencing or deck install is closed in JobNimbus, WebRun drafts a personalized review request email for each customer and queues it in Gmail for your approval before anything reaches the homeowner.
Automated JobNimbus Fencing Permit Deadline Tracking
Every morning, WebRun checks JobNimbus for fencing and deck jobs that require a permit, identifies any with an expiring or missing permit status, and posts an alert to your Airtable tracker so nothing slips past a deadline.
Automated JobNimbus Fencing Invoice Chaser
Every Monday, WebRun opens JobNimbus, finds every unpaid invoice past its due date, drafts a polite reminder for each customer in Gmail, and posts a summary of outstanding balances to Slack so you know exactly who still owes.
Automated JobNimbus Fencing New Lead Follow-Up
When a new contact is added to JobNimbus as a fencing or deck lead, WebRun immediately drafts a personalized follow-up email in Gmail and sends a Slack ping to the assigned rep so no new inquiry waits more than an hour for a response.
Automated JobNimbus Fencing Material Order Tracking
Every morning, WebRun checks JobNimbus for fencing jobs awaiting materials, then opens your supplier email to see which purchase orders still have no confirmed ship date, and posts a chase list to Slack so nothing delays an install.
Automated JobNimbus Fencing Install Photo Tracking
After each fencing install is marked complete in JobNimbus, WebRun checks that the required completion photos have been uploaded, flags any job still missing photos, and logs the collected images to the job record and a Google Sheets photo log.
Automated JobNimbus Fencing Estimate Follow-Ups
WebRun finds fencing estimates in JobNimbus that have gone unanswered for 48 hours, drafts a polite follow-up message for each, and queues them in Gmail for your review before anything is sent.
Automated JobNimbus Fencing Deposit Reminders
Every morning, WebRun checks JobNimbus for fencing jobs with an upcoming install date but no deposit recorded, drafts a polite deposit reminder for each customer in Gmail, and flags the list in a Slack alert so nothing slips through before a job starts.
Automated JobNimbus Fencing Crew Schedule Digest
Every morning, WebRun opens JobNimbus, reads the day's scheduled fencing and deck jobs, and posts a clear crew schedule digest to Telegram so every team member knows exactly where to be and when.
Automated FundThrough Payment Aging Report
Every Monday, WebRun opens FundThrough, pulls the aging data for all factored invoices, and delivers a structured Google Sheets report showing what is current, what is approaching the recourse window, and what is past due.
Automated FundThrough New Client Onboarding
When a new factoring client is ready to start, WebRun sets up their profile in FundThrough, creates a tracking record in Airtable, and drafts a welcome email with onboarding next steps for your team to review and send.
Automated FundThrough Missing Document Chaser
WebRun checks FundThrough for funding requests blocked by missing documents and drafts a polite chaser email for each, ready for your team to review and send.
Automated FundThrough Ineligible Invoice Flags
WebRun reviews your pending FundThrough submissions and flags any invoices that appear ineligible for funding based on common criteria, posting a worklist to Google Sheets so your team can resolve issues before they cause delays.
Automated FundThrough Funding Request Digest
Every morning, WebRun opens FundThrough, reads the status of all open funding requests, and posts a concise digest to Slack so your team knows exactly where each invoice stands.
Automated FundThrough Fee Reconciliation Report
At month end, WebRun opens FundThrough, pulls every fee charged in the period, reconciles them against your agreed fee schedule, flags any discrepancies, and delivers a clean reconciliation report to Google Sheets for your records.
Automated FundThrough Debtor Verification Worklist
WebRun opens FundThrough, finds invoices whose debtors have not yet been verified for the current period, and delivers a prioritized worklist to Google Sheets so your team clears them fast.
Automated FundThrough Debtor Credit Watchlist
WebRun monitors your active FundThrough debtors weekly for public credit signals such as late payment patterns or financial stress indicators, and posts a watchlist to Google Sheets so your team can act before a debtor problem affects your funding.
Automated FundThrough Daily Funding Report
Every morning, WebRun opens FundThrough, captures all invoices funded in the last 24 hours, and posts a structured daily funding report to Telegram so your team starts the day with a clear picture of yesterday's activity.
Automated FundThrough Concentration Risk Monitoring
WebRun reviews your FundThrough portfolio weekly and flags any debtor whose share of your total funded invoices exceeds your concentration limit, posting alerts to Slack before the imbalance grows.
Automated FundThrough Collections Follow-Up Drafts
WebRun scans FundThrough for factored invoices past their expected payment date, drafts a professional collections follow-up for each debtor, and queues them in Gmail for your team to review and send.
Automated FundThrough Monthly Client Statements
WebRun pulls each client's factoring activity from FundThrough at month end, compiles a clear statement showing advances, fees, debtor payments, and reserve balance, and saves a draft for your team to review and send.
Automated FundThrough Advance Rate Review Queue
WebRun checks your FundThrough clients periodically, identifies any whose advance rate may warrant a review based on payment performance, and delivers a prioritized queue to Google Sheets so your team can make informed rate decisions.
Automated Ramp Expense Report Submission Reminders
WebRun finds every Ramp employee with unsubmitted transactions older than your cutoff, drafts a deadline reminder for each, and queues them for your finance team to send.
Automated Ramp Subscription Creep Watchlist
WebRun identifies recurring charges on Ramp cards, spots new subscriptions that appeared in the last 30 days, and posts a watchlist to Slack so your team can cancel unused ones before the next billing cycle.
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