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 Tive Geofence Arrival Digest
Every evening, WebRun reviews all Tive geofence arrival events from the day, compiles an arrival digest with condition status at the time of entry, and posts it to Slack so your team has a clean daily arrival log.
Automated Tive Excursion Root Cause Worklist
WebRun reviews all temperature excursions logged in Tive over the past week, groups them by lane, carrier, and origin, and posts a ranked worklist to Google Sheets so your QA team can investigate root causes systematically.
Automated Tive Delayed Reefer Shipment Flags
WebRun cross-checks Tive shipment ETAs against scheduled delivery windows and flags any temperature-sensitive shipment running late, so your team can proactively manage cargo risk before a delay becomes a loss.
Automated Tive Daily In-Transit Shipment Report
Every morning, WebRun reads all active Tive shipments, compiles a status report covering location, condition, and ETA for each, and posts it to Google Sheets so leadership has a live snapshot of the entire in-transit fleet.
Automated Tive Customer Condition Report Drafts
After each Tive shipment closes, WebRun assembles a professional condition report covering temperature, humidity, shock, and location history, then drafts it for your review before it goes to the customer.
Automated Tive Claim Evidence Packet Drafts
When a temperature excursion needs a cargo claim, WebRun pulls all relevant Tive sensor data for the affected shipment, assembles the excursion timeline, and drafts a claim evidence packet in Google Sheets ready for your review before it goes to the carrier or insurer.
Automated Tive Carrier Excursion Scorecard
Every month, WebRun analyses Tive excursion data across all carriers, calculates an excursion rate and average severity score for each, and writes a ranked carrier scorecard to Google Sheets so you know which partners are protecting your cold chain and which need improvement.
Automated Clover Tip Reconciliation Report
Every morning, WebRun reads yesterday's Clover tip data broken down by employee, checks for any missing or adjusted tips, and logs the reconciliation to a Google Sheet so payroll always starts with accurate numbers.
Automated Clover Refund and Void Anomaly Alerts
Every morning, WebRun scans Clover for refunds and voids above your threshold or outside normal hours, flags anomalies, and posts a review list to Slack so you can investigate before the day gets busy.
Automated Clover New Merchant Onboarding Checklist
When a new merchant is set up on Clover, WebRun runs through the standard onboarding checklist, logs completed steps to a Google Sheet, and drafts a welcome summary for the account manager to review before sending.
Automated Clover Negative Review Routing to Slack
Whenever Clover's customer feedback captures a low rating, WebRun reads the detail, drafts a manager alert with the customer and order context, and posts it to Slack so the team can follow up before the customer posts publicly.
Automated Clover Low Stock Inventory Alerts
Every morning, WebRun checks your Clover inventory for items at or below your reorder point and sends a low-stock alert to Telegram so you can reorder before items run out on the floor.
Automated Clover End-of-Day Reconciliation
Every evening, WebRun compares your Clover closing totals against expected figures, flags any cash or card variances, and logs the results to a Google Sheet so nothing slips through.
Automated Clover Employee Shift Sales Report
Every morning, WebRun pulls yesterday's Clover shift data, breaks down sales and transaction counts per employee, and logs the results to a Google Sheet so managers can track performance without manual exports.
Automated Clover Declined Transaction Tracking
Every morning, WebRun scans yesterday's Clover transactions for declines, logs the count and amounts by decline reason to a Google Sheet, and flags any spike so you can investigate payment issues before they affect more customers.
Automated Clover Daily Sales Digest
Every morning, WebRun pulls yesterday's sales from Clover, summarises totals by tender type and category, and posts a clean digest to Slack so you start the day with the full picture.
Automated Clover Customer List Sync to Mailchimp
Every week, WebRun exports new and updated customers from Clover and syncs them to your Mailchimp audience so your marketing list stays current without manual CSV exports.
Automated Clover Chargeback Evidence Drafts
When a chargeback appears in Clover, WebRun finds the original transaction details, compiles an evidence summary, and drafts a rebuttal document for your review before submission.
Automated Clover Batch Settlement Mismatch Alerts
Every morning, WebRun compares your Clover daily batch settlement totals against transaction totals, flags any mismatch above your threshold, and logs the result to a Google Sheet so your bookkeeper has a clean audit trail.
Automated Xactware Settlement Variance Flags
Every Monday, WebRun compares final settlement amounts against the Xactimate estimates for recently closed claims, flags files with significant variance, and writes the results to Google Sheets for QA review.
Automated Xactware Reinspection Worklist
WebRun checks XactAnalysis for claims flagged for reinspection, sorts them by priority and age, and writes a ready-to-action worklist to Airtable each morning.
Automated Xactware Policyholder Update Drafts
WebRun reads the latest claim progress in XactAnalysis, drafts a polite status update email for each policyholder in Gmail, and queues every draft for your adjuster to review and send.
Automated Encircle Photo Documentation Check
Before an adjuster submits an estimate in Xactimate, WebRun checks Encircle for required photo coverage and flags any gaps to the adjuster in Slack, preventing estimate rejections.
Automated Claims Missing Documentation Chaser
WebRun checks Encircle and XactAnalysis for open claims missing required photos, reports, or field notes, and posts a daily chaser list to your team in Slack.
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