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 Moraware Overdue Invoice Chaser
Every Monday, WebRun identifies overdue jobs in Moraware, logs the outstanding balances in a Google Sheet, and drafts a payment reminder email for each customer ready for your review.
Automated Moraware New Lead Follow-Up Drafts
Every morning, WebRun finds new leads added to Moraware since yesterday, drafts a personalised follow-up email for each prospect, and saves the drafts for your team to review and send.
Automated Moraware Material Order Follow-Up Alerts
Every morning, WebRun reviews Moraware jobs with material marked as ordered but not yet received, then posts a follow-up list to Slack so your team can chase suppliers before jobs are impacted.
Automated Moraware Countertop Job Status Digest
Every morning, WebRun opens Moraware Systemize, pulls all active jobs and their current stage, and posts a concise status digest to Slack so your whole team knows exactly where each job stands.
Automated Moraware Install Schedule Digest
Every evening, WebRun pulls the next day's installation jobs from Moraware Systemize and posts a structured schedule digest to Slack so crews know exactly where to go and when.
Automated Moraware Fabrication Bottleneck Report
Every Monday, WebRun reviews Moraware Systemize for jobs sitting in a single stage longer than expected, logs the backlog by stage to a Google Sheet, and posts a summary to Slack so you can act before a bottleneck costs you an install date.
Automated Moraware Deposit Collection Reminders
Every morning, WebRun finds Moraware jobs with a template date approaching but no deposit recorded, drafts a deposit request email for each customer, and queues them for your approval before sending.
Automated Moraware Daily Shop Schedule Digest
Every morning, WebRun pulls today's fabrication jobs from Moraware Systemize and posts a structured shop floor schedule to Slack so every station knows what it is cutting, edging, or polishing today.
Automated Knowify Google Review Request Drafts
Every day, WebRun checks Knowify for jobs marked complete and prepares a review request draft for each customer so your reputation grows with every finished project.
Automated Knowify Estimate Follow-Up Drafts
Every morning, WebRun checks Knowify for estimates that have been sent but not yet accepted, and prepares a follow-up draft for each prospect so you never let a bid go stale.
Automated Knowify Punchlist Followup Tracking
Every morning, WebRun reviews open punchlist items in Knowify, identifies which jobs have unresolved items blocking final payment, and posts a prioritized followup list to Slack for your field team.
Automated Knowify Progress Billing Milestone Reminders
Every week, WebRun checks Knowify for jobs where progress billing milestones are coming due, and drafts a reminder to your billing team so no draw deadline is missed.
Automated Knowify Overdue Invoice Reminders
Every Monday, WebRun opens Knowify, finds invoices past their due date, drafts a polite payment reminder for each customer, and posts the outstanding balance list to Slack for your review.
Automated Knowify New Bid Follow-Up Tracking
Every morning, WebRun scans Knowify for new bids submitted in the last 48 hours, checks their follow-up status, and posts a tracking list to Slack so your estimators know exactly which prospects to call today.
Automated Knowify Material Reorder Alerts
Every morning, WebRun checks Knowify for materials falling below your reorder threshold and posts a restock alert to Slack so you can place orders before a job runs dry.
Automated Knowify Lien Waiver Collection Tracking
Every week, WebRun checks Knowify for jobs where lien waivers are missing or overdue, and drafts a collection request for each subcontractor or supplier so you can keep your draws moving.
Automated Knowify Job Costing Variance Digest
Every morning, WebRun opens Knowify, compares estimated versus actual costs on active jobs, and posts a variance digest to Slack so your team can act before overruns compound.
Automated Knowify Equipment Utilization Report
Every Monday, WebRun pulls equipment and time tracking data from Knowify and posts a weekly utilization report to Slack so you can spot underused assets and catch scheduling bottlenecks before they cost you.
Automated Knowify Daily Crew Schedule Digest
Every morning, WebRun pulls today's jobs and crew assignments from Knowify and posts a structured schedule digest to Slack so every foreman and crew lead knows exactly where to be.
Automated Knowify Change Order Follow-Up Drafts
Every morning, WebRun checks Knowify for change orders that have been sent but not yet signed, and drafts a polite follow-up email for each one for your review before sending.
Automated nCino Pipeline Stage Digest
WebRun opens nCino each morning, reads the stage and status of every active loan application, and posts a structured pipeline digest to Slack so your lending team starts the day with a clear picture of the book.
Automated nCino New Application Intake Routing
WebRun monitors nCino for newly submitted commercial loan applications, reads the loan type and requested amount, and posts an intake routing alert in Slack so the right loan officer is assigned and starts the deal within hours, not days.
Automated nCino Collateral Document Worklist
WebRun checks nCino for every loan in underwriting or closing with incomplete collateral documentation, builds a prioritized worklist, and alerts the assigned loan officer in Slack so nothing stalls at the collateral desk.
Automated nCino Loan Maturity Renewal Reminders
WebRun scans nCino weekly for commercial loans maturing within 90 days, alerts the assigned relationship manager in Slack, and drafts a borrower renewal outreach email for RM review so no maturity sneaks up on the portfolio.
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