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 Ramp Expense Policy Violation Alerts
WebRun scans every new Ramp transaction against your expense policy, flags violations, and posts a prioritized queue to Slack so your finance team can act before the month closes.
Automated Ramp Out-of-Policy Expense Approval Queue
WebRun pulls every Ramp transaction flagged as out-of-policy, organizes them by exception type and dollar amount, and posts the prioritized approval queue to Slack for your finance manager.
Automated Ramp Month-End Close Readiness Report
WebRun checks every open expense item in Ramp, receipts outstanding, reports unsubmitted, and approvals pending, then posts a close-readiness scorecard to Slack so your team knows exactly what to fix before the books close.
Automated Ramp Missing Receipt Chaser
WebRun finds every Ramp transaction with no attached receipt, drafts a polite reminder for each employee, and queues the messages for your approval before they go out.
Automated Ramp Mileage Reimbursement Review
WebRun pulls all pending mileage reimbursement submissions from Ramp, checks them against your IRS rate and trip plausibility rules, and posts a clean approval list to Slack so managers can sign off in minutes.
Automated Ramp GL Coding Review Queue
WebRun scans Ramp transactions for missing or inconsistent GL codes, groups the uncoded and suspect items by department, and posts a prioritized review queue to Slack so your accounting team can code them before close.
Automated Ramp Corporate Card Limit Request Queue
WebRun collects pending card limit increase requests from Ramp, checks each against department budget headroom, and queues them for manager approval in Slack so requests are processed in hours, not days.
Automated Ramp Card Spend Anomaly Detection
WebRun scans Ramp for transactions that spike beyond normal patterns by merchant, category, or employee, and posts a same-day anomaly list to Slack for your finance team to review.
Automated Ramp Department Budget Overrun Alerts
WebRun checks every Ramp department budget daily, calculates spend-to-date versus budget, and posts an alert to Slack the moment any department crosses your warning threshold.
Automated Ramp Expense Approval Bottleneck Digest
WebRun scans Ramp for expense reports and transactions sitting in approval queues beyond your target turnaround, identifies which approvers are causing delays, and posts a bottleneck digest to Slack.
Automated Buildertrend Punch List Follow-Up Tracker
Every morning, WebRun checks Buildertrend for open punch list items on near-complete excavation jobs, logs overdue items to Airtable, and sends your crew a daily list of what needs to be resolved before the project can close.
Automated Buildertrend Excavation Project Digest
Every morning, WebRun opens Buildertrend, reviews all active excavation project schedules, flags overdue or at-risk tasks, and posts a prioritized digest to Slack so your crew knows what to tackle first.
Automated Buildertrend Overdue Invoice Chaser
Every Monday, WebRun opens Buildertrend, finds invoices past their due date, drafts a polite reminder for each client, and holds every draft for your review before anything is sent.
Automated Buildertrend New Bid Follow-Up Drafts
Every morning, WebRun checks Buildertrend for newly submitted bids with no prospect response, drafts a warm follow-up for each, and queues the drafts in Gmail for your review before anything reaches a prospect.
Automated Buildertrend Material Delivery Coordination
Every morning, WebRun reviews your Buildertrend schedule for today's excavation activities, checks which materials are needed on site, and logs open delivery items to a Google Sheet so your team can confirm ETA before the crew arrives.
Automated Buildertrend Lien Waiver Collection Tracker
Every Monday, WebRun checks Buildertrend for completed or near-complete excavation projects with outstanding lien waivers, logs the gaps to a Google Sheet, and drafts a follow-up for each sub or supplier whose waiver is missing.
Automated Buildertrend Equipment Utilization Report
Every Monday, WebRun reviews equipment time logs and job assignments in Buildertrend and posts a utilization report to Slack so you know which machines are over-deployed, idle, or due for service.
Automated Buildertrend Weekly Progress Reports
Every Friday, WebRun opens Buildertrend, pulls this week's daily logs, completed schedule tasks, and photos for each active excavation project, drafts a client-ready progress report, and queues it for your review before it is sent.
Automated Buildertrend Daily Log Completion Reminders
Every evening, WebRun checks Buildertrend for active excavation projects missing a daily log, then posts a Telegram reminder to the foreman channel so nothing falls through the cracks.
Automated Buildertrend Change Order Follow-Up
Every morning, WebRun opens Buildertrend, finds change orders awaiting client approval, drafts a polite follow-up message for each, and queues them for your review before anything is sent.
Automated Buildertrend 811 Locate Deadline Alerts
Every morning, WebRun checks your Buildertrend project schedule for upcoming dig dates, flags any jobs where the 811 locate window may be closing, and posts an alert to Slack so your team can call before digging.
Automated CharmHealth Prior Authorization Tracking
WebRun monitors CharmHealth for upcoming ENT appointments that need prior authorization, tracks submission status, and alerts your billing team in Slack to any that are pending or expiring.
Automated CharmHealth Post-Procedure Follow-Up Reminders
WebRun scans CharmHealth for patients who had an ENT procedure in the past week and have not yet booked a post-procedure follow-up, drafts a reminder for each, and queues them for staff review.
Automated CharmHealth ENT No-Show Report
WebRun scans CharmHealth for yesterday's no-shows and cancellations, compiles a reschedule queue, and delivers it to your team in Slack before the day begins.
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