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 nCino Loan Document Chaser
WebRun checks nCino for every open loan with outstanding document requirements, identifies what is still missing, and drafts a polite follow-up message to the borrower for your review before sending.
Automated nCino Financial Statement Reminders
WebRun checks nCino for every loan requiring a periodic financial statement, identifies which are coming due, and drafts reminder emails to borrowers for your loan officers to review and send.
Automated nCino Expiring Rate Lock Alerts
WebRun scans nCino every morning for rate locks approaching their expiration date, alerts the assigned loan officer in Slack, and drafts a borrower notification for officer review so no lock expires without action.
Automated nCino Loan Exception Clearing Queue
WebRun opens nCino each morning, reads all open loan exceptions across the portfolio, groups them by type and age, and posts a prioritized clearing queue to Slack so your team works through exceptions in order of risk and age.
Automated nCino Credit Memo Prep Queue
WebRun scans nCino for deals that have cleared the application stage and are ready for underwriting, compiles the key deal data, and posts a prioritized prep queue to the underwriting team so no deal waits in limbo.
Automated nCino Covenant Compliance Tracking
WebRun monitors nCino for every active loan with covenant requirements, flags items approaching their due date, and posts a daily compliance digest to your team so no borrower falls out of compliance unnoticed.
Automated nCino Approval Bottleneck Digest
WebRun scans nCino daily for deals stuck waiting for a credit approval, committee review, or loan board sign-off and posts a bottleneck digest to the lending manager so slowdowns are surfaced before they become problems.
Automated nCino Annual Review Due Tracker
WebRun checks nCino weekly for commercial loans whose annual credit review is coming due, logs them in a tracking sheet, and alerts each relationship manager so reviews are completed on time and the portfolio stays current.
Automated TrueAccord Right-Party Contact Flags
WebRun reviews TrueAccord daily for accounts in active outreach where right-party contact has not yet been verified, and surfaces them to collectors so resources focus on accounts with confirmed contact.
Automated TrueAccord Payment Reminder Drafts
WebRun scans TrueAccord for accounts approaching or past their next payment due date, drafts a compliant reminder message for each, and queues the drafts for collector review before any message is sent.
Automated TrueAccord Payment Plan Follow-Up
WebRun checks TrueAccord for payment plans due this week, flags any at risk of missing a payment, and queues draft outreach for your team to review before sending.
Automated TrueAccord Escalation Candidate Flags
WebRun scans TrueAccord daily for accounts that have exhausted standard digital outreach without resolution and flags them as escalation candidates so your team can decide the next step before the account ages further.
Automated TrueAccord Dispute Handling Queue
WebRun monitors TrueAccord for newly filed consumer disputes, captures the key details, and routes each one to the appropriate handler with a deadline alert so nothing goes unresponded to.
Automated TrueAccord Daily Recovery Report
Every evening, WebRun pulls the day's collection activity from TrueAccord, summarizes payments received, accounts resolved, and outreach sent, and posts a structured daily report to your team's Slack channel.
Automated TrueAccord FDCPA Call Window Compliance Check
WebRun cross-checks your TrueAccord account list against FDCPA-permitted call hours by time zone before each outreach run, and flags any account that would be contacted outside the legal window.
Automated TrueAccord Cease-Contact Honor Check
WebRun cross-checks your TrueAccord accounts against the cease-contact list before any outreach cycle begins, flags any account that should not be contacted, and alerts your compliance team so no prohibited contact is made.
Automated TrueAccord Broken Promise Worklist
WebRun scans TrueAccord each morning for accounts where a promised payment was not received, compiles a prioritized worklist, and sends it to your team in Slack.
Automated TrueAccord Agent Performance Report
Every Monday, WebRun pulls TrueAccord performance data by collector or agent, computes key metrics like accounts worked and recovery rate per agent, and posts a structured performance digest to your management team in Slack.
Automated TrueAccord Account Placement Onboarding
WebRun reads a new-placement file from Google Sheets, verifies required fields, and stages the accounts for TrueAccord import so your team can complete placement in minutes rather than hours.
Automated Tive Shipment Condition Digest
Every morning, WebRun pulls condition data from all active Tive trackers, summarises temperature, humidity, shock, and location for each shipment, and posts a clean digest to Slack so your team starts the day informed.
Automated Tive Tracker Battery Low Alerts
WebRun scans all active Tive trackers for low battery status and posts an alert to Slack before any tracker goes dark mid-shipment, so you can arrange a replacement before visibility is lost.
Automated Tive QA Deviation Review Queue
WebRun monitors Tive for all temperature deviation events not yet reviewed by QA, adds each to a Google Sheets review queue with full sensor context, and posts a daily summary to Slack so no deviation is closed without proper oversight.
Automated Tive New Lane Validation Kickoff
When you add a new cold-chain lane, WebRun creates a structured validation monitoring plan in Google Sheets, sets up the recommended Tive tracker assignments and alert thresholds, and posts a kickoff checklist to Slack so nothing is missed before the first commercial shipment runs.
Automated Tive Lane Excursion Trend Report
Every week, WebRun analyses Tive excursion data across all lanes, calculates excursion rates and average severity per lane, and posts a ranked trend report to Google Sheets so your team can focus lane improvement efforts where they matter most.
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