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.

All categories
All categories
Automated CleanCloud Pickup Delivery Route Digest
Every morning, WebRun reads CleanCloud's scheduled pickups and deliveries, compiles a route summary, and posts it to Slack so drivers start the day ready.
CleanCloud›Slack
Automated CleanCloud Order Ready Reminders
WebRun watches CleanCloud for orders marked ready, then drafts an SMS or email notification for each customer so your team can send it with one click.
CleanCloud›Twilio
Automated CleanCloud New Customer Welcome Emails
WebRun detects new customers in CleanCloud and drafts a warm welcome email for each, queued for your staff to review and send before the customer's first order is ready.
CleanCloud›Gmail
Automated CleanCloud Low Supply Reorder Alerts
WebRun checks CleanCloud's inventory levels each morning and posts a reorder alert to Slack whenever a supply item drops below your set threshold.
CleanCloud›Slack
Automated CleanCloud Garment Issue Follow-Up
WebRun finds CleanCloud orders flagged with a garment issue, logs the details in a Google Sheet, and drafts a customer response for staff to review and send.
CleanCloud›Google Sheets›Gmail
Automated CleanCloud Failed Payment Recovery
WebRun finds CleanCloud orders with failed or outstanding payments, drafts a polite payment follow-up for each customer, and flags them in Slack so staff can act before the customer arrives.
CleanCloud›Slack›Gmail
Automated CleanCloud Daily Sales Digest
Every evening, WebRun pulls the day's order totals, top services, and payment breakdown from CleanCloud and posts a concise digest to your Slack channel.
CleanCloud›Slack
Automated CleanCloud Customer Winback Campaigns
WebRun finds customers who have not visited in 90 days and drafts a personalised win-back offer for each, queued for your approval before anything is sent.
CleanCloud›Mailchimp
Automated CleanCloud Abandoned Booking Follow-Ups
WebRun finds CleanCloud pickup bookings that were started but never completed and drafts a gentle follow-up message for each customer, queued for staff approval.
CleanCloud›Twilio
PortPro Automated New Customer Onboarding
When a new customer is created in PortPro, WebRun drafts a welcome and onboarding email, logs the customer to your onboarding tracker in Google Sheets, and notifies your customer success team in Slack so nothing falls through the cracks.
PortPro›Google Sheets›Gmail
PortPro Automated Missing POD Follow-Up
WebRun scans PortPro for completed loads missing a proof of delivery, identifies the responsible driver, and posts a daily follow-up worklist to your billing team in Slack so PODs are collected before invoicing is blocked.
PortPro›Slack
PortPro Automated Last Free Day Tracking
WebRun scans PortPro for every open import container, calculates days remaining until last free day, and posts a daily ranked watchlist in Slack so dispatchers never let free time expire unnoticed.
PortPro›Google Sheets
PortPro Automated Empty Return Deadline Worklist
WebRun scans PortPro for containers that have been unloaded and need an empty return, checks the return deadline, and produces a prioritized worklist for your dispatch team so no empty sits past its due date.
PortPro›Google Sheets
PortPro Automated Driver Document Expiry Tracking
WebRun checks PortPro for driver document expiry dates weekly, flags any CDL, medical card, or hazmat certification expiring within 30 days, and posts a renewal worklist to your safety team in Slack.
PortPro›Slack
PortPro Automated Demurrage Exposure Report
WebRun pulls open container data from PortPro, calculates estimated demurrage exposure per container, and delivers a weekly report to your accounting team via Google Sheets so charges are never a surprise.
PortPro›Google Sheets
PortPro Automated Daily Dispatch Digest
WebRun compiles a morning digest from PortPro covering all active loads by status, containers at risk of LFD or per-diem, and driver assignments, then posts it to your operations Slack channel.
PortPro›Slack
PortPro Automated Customer Status Update Drafts
WebRun checks PortPro for containers whose status has changed since the last update and drafts a status email for each affected customer so your team sends timely updates without writing a single email from scratch.
PortPro›Gmail
PortPro Automatic Container Availability Alerts
WebRun checks PortPro for container availability status each morning, flags any that have gone available since the last check, and posts a pick-up-ready alert to your dispatch team in Slack.
PortPro›Slack
PortPro Automated Chassis Usage Report
WebRun reads PortPro for chassis assignments across all active loads, tallies days on hire for each unit, and writes a weekly chassis usage and cost report to Google Sheets so your team controls chassis spend.
PortPro›Google Sheets
PortPro Automated Appointment Confirmation Drafts
When a new import load is created in PortPro, WebRun drafts a terminal appointment confirmation email for your customer service team to review and send, so customers are kept informed without any manual drafting.
PortPro›Gmail
PortPro Automated Accessorial Billing Worklist
WebRun scans PortPro for completed loads with unbilled accessorial charges such as detention, chassis splits, or overweight fees, and posts a daily billing worklist to your invoicing team in Slack so no charge is missed.
PortPro›Slack
Automated Hint Health Employer Group Onboarding
When a new employer group is added in Hint Health, WebRun creates an onboarding checklist in Airtable, sets up the billing structure, and alerts the account manager in Slack so the first setup steps happen within the hour.
Hint Health›Airtable›Slack
Automated Hint Health Membership Revenue Digest
Every Monday, WebRun pulls the prior week's membership revenue data from Hint Health, summarizes active members, new enrollments, cancellations, and total collected fees, and posts the digest to Slack so leadership has a clear financial pulse without opening a report.
Hint Health›Slack›Google Sheets
Automated Hint Health Membership Renewal Reminders
WebRun checks Hint Health each morning for memberships expiring in the next 30 days and queues a renewal reminder draft for each member so no subscription lapses without a prompt.
Hint Health›Google Sheets›Slack

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.