Templates
Workflow templates.
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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 Employee Navigator Missing Beneficiary Chaser
WebRun identifies employees in Employee Navigator who have life insurance or other benefits without a beneficiary on file and queues reminder drafts for HR to send.
Automated Employee Navigator Group Onboarding Kickoff
WebRun detects when a new employer group is added to Employee Navigator and kicks off a structured onboarding checklist to ensure all plan details, carriers, and employee data are configured correctly.
Automated Employee Navigator EOI Pending Follow-Up
WebRun reviews Employee Navigator for employees with pending Evidence of Insurability applications and queues follow-up reminders for HR to send before coverage decisions expire.
Automated Employee Navigator Enrollment Completion Digest
WebRun pulls enrollment completion rates from Employee Navigator each morning and posts a concise status digest to your HR team in Slack.
Automated Employee Navigator Dependent Verification Chaser
WebRun reviews Employee Navigator for dependents whose verification documents are still outstanding and queues reminder drafts for HR to send.
Automated Employee Navigator COBRA Deadline Tracking
WebRun checks Employee Navigator for qualifying events that trigger COBRA and alerts HR to the approaching notice deadlines before a compliance penalty can occur.
Automated Employee Navigator Carrier Feed Discrepancy Report
WebRun reviews Employee Navigator for mismatches between your enrollment data and carrier feeds, and builds a prioritized worklist for your benefits team.
Automated Employee Navigator Broker Book of Business Report
WebRun compiles a weekly book-of-business report from Employee Navigator, summarizing group counts, enrollment totals, and renewal dates so brokers can prioritize their attention.
Automated Employee Navigator ACA Compliance Tracking
WebRun pulls ACA tracking data from Employee Navigator each week and delivers a report to HR so variable-hour employees are never inadvertently missed for coverage eligibility.
Automated SpotOn Tab Walkout Tracking
Every morning, WebRun checks SpotOn for any tabs that closed with an unpaid or zero-payment balance the night before, and logs the details into a Google Sheet for manager review and follow-up.
Automated SpotOn Pour Cost Variance Report
Every week, WebRun compares your SpotOn beverage sales against your recorded inventory usage to flag categories where actual pour cost is running above your target.
Automated SpotOn Peak Hour Staffing Analysis
Every week, WebRun analyzes your SpotOn hourly sales data, compares transaction volume against your scheduled headcount in Google Sheets, and flags hours where you were understaffed or overstaffed.
Automated SpotOn Reservation No-Show Report
Every morning, WebRun reviews the prior evening's SpotOn reservations, identifies parties that did not show, and logs each no-show in a Google Sheet with the party size and estimated revenue impact so you can refine your reservation policy.
Automated SpotOn Bar Sales Digest
Every night, WebRun pulls the day's sales totals from SpotOn, organizes them by category and bartender, and posts a clean digest to Slack so you know exactly where you landed before you close.
Automated SpotOn New Venue Onboarding Checklist
When you open a new venue location, WebRun walks through your SpotOn setup checklist, confirms each required configuration is complete, and posts a progress report to Slack so the opening team knows what is done and what still needs attention.
Automated SpotOn Low Liquor Stock Alerts
Every morning, WebRun checks SpotOn's inventory levels for your tracked spirits, beer, and wine, and sends a Telegram message to the bar manager listing anything that has dropped below your reorder point.
Automated SpotOn Keg Depletion Alerts
Every morning, WebRun checks your SpotOn keg inventory levels, calculates projected depletion based on recent pour rates, and sends a Telegram alert listing any keg that will likely run out within the next two service days.
Automated SpotOn Happy Hour Performance Report
Every week, WebRun pulls SpotOn sales for your defined happy hour time window, compares them to the same window on non-happy-hour days, and posts a performance comparison to Slack so you can see the true lift from the promotion.
Automated SpotOn Event Night Sales Recap
The morning after any tagged event night, WebRun pulls SpotOn sales, covers, average spend, and top-selling items from that evening and posts a formatted recap to Slack so ownership can evaluate the event's ROI immediately.
Automated SpotOn Comp and Void Anomaly Alerts
Every morning, WebRun reviews the prior night's SpotOn comp and void totals, flags any employee or shift with activity above your normal threshold, and posts the alert to Slack for manager review.
Automated SpotOn Bartender Sales Leaderboard
Every Monday, WebRun pulls last week's per-bartender sales totals from SpotOn and posts a ranked leaderboard to your Slack channel so the team sees who led the week.
Automated Suralink Sampling Request Follow-Up
WebRun checks your Suralink request list each morning for items tied to sampling selections that are still unfulfilled, compiles the outstanding list, and drafts a follow-up note for your review before any client contact is made.
Automated Suralink Audit Rollforward Preparation
When an audit engagement closes in Suralink, WebRun reviews the prior-year PBC request list, identifies carryforward items, and generates a pre-populated rollforward checklist for the next cycle, saved in Google Sheets for your team to refine.
Automated Caseware Review Note Clearing Queue
Every morning, WebRun opens Caseware and collects every uncleared review note across active engagements, groups them by preparer, and posts a prioritized clearing queue to your team in Slack.
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