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 Descartes HTS Classification Queue
WebRun scans Descartes for entries with unclassified or flagged HTS codes and compiles a prioritized review queue in Airtable so your classifiers work the right items first.
Automated Descartes CBP Exam Hold Alerts
WebRun monitors Descartes continuously for new exam holds placed by CBP and sends your team a Slack alert within minutes so you can brief the importer and arrange exam logistics immediately.
Automated Descartes Entry Status Digest
Every morning, WebRun opens Descartes, collects the latest status on all active entries, and posts a concise digest to Slack so your brokerage team starts the day informed.
Automated Descartes Duty Payment Deadline Tracking
WebRun reviews Descartes daily for duty and tax payment deadlines coming up in the next 10 days and posts a prioritized tracker to Google Sheets so your accounting team can plan ahead.
Automated Descartes Duty Drawback Candidate Flags
WebRun scans Descartes for entries that match common duty drawback eligibility criteria and adds them to a candidate list in Google Sheets so your team can pursue refund claims before the five-year filing window closes.
Automated Descartes Daily Clearance Report
Every evening, WebRun compiles all entries cleared through Descartes during the day into a structured clearance report in Google Sheets, giving management a complete view of the day's throughput.
Automated Descartes Client Document Chaser
WebRun checks Descartes daily for entries with outstanding document requests, drafts a chase email for each client, and queues the drafts in Gmail for broker review before any email is sent.
Automated Customs Broker CE Hours Tracking
WebRun monitors your team's customs broker license continuing education (CE) status and posts a weekly tracker to Google Sheets so no broker misses the triennial CE requirement before license renewal.
Automated Bitwave Crypto Treasury Balance Digest
Every morning, WebRun opens Bitwave, reads the total balance of every asset across all treasury wallets, converts to USD at the current price, and posts a structured treasury digest to Slack so your CFO and treasury team start the day with a complete picture of digital asset holdings.
Automated Bitwave Transfer Matching Exceptions
Every morning, WebRun opens Bitwave, scans for internal transfers that have not been matched between your wallets, and posts an exception list to Slack so your team can link sending and receiving legs before unmatched transfers are misclassified as income.
Automated Bitwave Stablecoin Balance Report
Every morning, WebRun opens Bitwave, reads the current balance of every stablecoin held across all connected wallets, and appends a timestamped snapshot to Google Sheets so your treasury team has a running stablecoin balance history without manual checks.
Automated Bitwave New Wallet Onboarding Checklist
When your team adds a new wallet to Bitwave, WebRun opens Bitwave, verifies the connection, checks for historic transaction data, confirms the cost basis method is set, and posts an onboarding checklist status to Slack so the wallet is accounting-ready before any transactions are classified.
Automated Bitwave Crypto Month-End Close Checklist
On the last business day of each month, WebRun opens Bitwave, works through your standard month-end close checklist (reconciliation, unclassified count, cost basis review, gain-loss lock), and posts a status report to Slack with every item checked off or flagged.
Automated Bitwave Missing Price Data Alerts
Every morning, WebRun opens Bitwave, checks for assets and transaction dates where price feeds returned no data, and sends a Telegram alert listing each gap so your team can supply manual prices before the reporting run.
Automated Bitwave Crypto Impairment Review Flags
Every week, WebRun opens Bitwave, compares the current market price of each digital asset you hold against its carrying cost, flags assets whose value has fallen below cost, and posts a prioritized impairment review list to Slack so your accounting team can assess write-down requirements before the reporting period ends.
Automated Bitwave Crypto Gain and Loss Report
Every Monday, WebRun opens Bitwave, pulls the realized gain and loss figures for the prior week across all wallets and assets, and writes a structured summary to Google Sheets so your finance team always has an up-to-date P and L view.
Automated Bitwave Exchange API Sync Failure Alerts
Every morning, WebRun checks every exchange API connection in Bitwave for sync errors or stale data, and sends a Telegram alert naming the affected exchange and the last successful sync time so your team can reconnect the feed before it creates a data gap in your books.
Automated Bitwave DeFi Position Review Queue
Every week, WebRun opens Bitwave, reads your open DeFi positions including liquidity pool deposits, staking rewards, and yield farming balances, and posts a structured review queue to Airtable so your accounting team can classify new activity and flag positions that need impairment review.
Automated Bitwave Cost Basis Exception Flags
Every week, WebRun opens Bitwave, scans your cost basis calculations for missing lots, zero-cost entries, and method inconsistencies, and posts a prioritized exception list to Slack so your team can resolve issues before the reporting period closes.
Automated Bitwave Audit Trail Completeness Check
Every week, WebRun opens Bitwave, checks that every transaction in the audit window has a classification, a source, and an immutable transaction ID, and posts a completeness report to Slack so your team can fill any gaps before the auditors arrive.
Automated Moraware Seam QC Checklist Follow-Up
Every morning, WebRun checks Moraware for jobs approaching install that are missing a completed seam QC checklist, then posts a follow-up list to Slack so supervisors can close the gap before the crew leaves.
Automated Moraware Post-Install Review Requests
Every morning, WebRun finds Moraware jobs completed yesterday, drafts a review request email for each customer, and saves the drafts for your team to approve before sending.
Automated Moraware Remake and Rework Tracking
Every week, WebRun pulls all jobs marked as remakes or reworks in Moraware Systemize, tallies the causes and costs, and posts a summary report to Slack so you can spot patterns and prevent them.
Automated Moraware CounterGo Quote Follow-Ups
Every Monday, WebRun finds CounterGo quotes that have been open for several days without a response, drafts a polite follow-up email for each lead, and saves them to Gmail for your review before sending.
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