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 Suralink PBC Request Chaser
WebRun scans your Suralink PBC list each morning, finds requests that are overdue or still open, and drafts a courteous follow-up message to each client contact for your review before sending.
Automated Suralink Overdue Request Worklist
WebRun pulls every overdue request from Suralink each morning, organizes them by engagement and aging bucket, and delivers a prioritized worklist to your team in Google Sheets so you know exactly where to focus.
Automated Suralink New Engagement Onboarding Kickoff
When a new engagement is created in Suralink, WebRun sets up the standard PBC request list, creates onboarding tasks in Airtable, and drafts the client welcome email for your team to review before sending.
Automated Suralink Engagement Status Digest
Every Monday, WebRun opens Suralink and summarizes the completion percentage, open request count, and recent client activity for every active engagement, then posts the digest to your team Slack channel.
Automated Suralink Document Completeness Check
WebRun reviews your Suralink request list and checks that every fulfilled item has an accepted document, not just an upload, then flags any request where the file was returned or where the upload looks incomplete.
Automated Suralink Engagement Deadline Tracker
WebRun checks your Suralink engagement deadlines each morning and sends your team a Slack alert for any deadline arriving in the next 7 days, so no fieldwork or filing date is missed.
Automated Suralink Confirmation Follow-Up Tracker
Every Monday, WebRun reviews your outstanding confirmation requests in Suralink, identifies those with no response, logs the aging in Google Sheets, and drafts a follow-up for your team to review and send.
Automated Suralink Client Portal Inactivity Flags
WebRun checks each active Suralink client portal every morning and flags any client who has not logged in or uploaded a document in the past 5 days, then posts a prioritized inactivity report to Slack.
Automated Audit Engagement Budget vs. Actual Report
Every Monday, WebRun compiles budgeted hours vs. hours logged for each active engagement and posts a variance report to your team in Google Sheets and Slack so managers can spot overruns early.
Automated Versapay Short Payment Investigation Queue
WebRun scans Versapay for payments received below the invoiced amount, logs each short payment in a Google Sheet investigation queue, and alerts your AR team in Slack to follow up.
Automated Versapay Promise-to-Pay Follow-Up
WebRun checks Versapay each morning for customers who promised to pay by a specific date but have not, drafts a firm follow-up for each, and flags them for your AR team to review.
Automated Versapay Overdue Invoice Worklist
WebRun opens Versapay, pulls every overdue invoice, ranks them by balance and aging bucket, and delivers a ready-to-work prioritised list to your AR team in Google Sheets.
Automated Versapay Monthly AR Aging Report
At month-end, WebRun opens Versapay, builds the full AR aging report by customer and bucket, writes it to Google Sheets, and delivers a Slack summary to finance leadership so the close pack is ready.
Automated Versapay High-Risk Account Watchlist
WebRun monitors your defined high-risk accounts in Versapay, tracks payment behaviour changes week over week, and delivers a watchlist digest to your credit team in Slack every Monday.
Automated Versapay Collections Reminder Drafts
WebRun opens Versapay, finds every overdue account needing a dunning touch, drafts a personalised collections reminder for each, and queues them for your AR team to review before sending.
Automated Versapay DSO Trend Digest
Every Monday, WebRun opens Versapay, calculates your current DSO and compares it to prior weeks, and sends your finance team a concise trend digest in Slack.
Automated Versapay Disputed Invoice Tracking
WebRun monitors Versapay for open invoice disputes, tracks each one's age and owner, and posts a daily digest to your AR team in Slack so no dispute stalls without a next action.
Automated Versapay Credit Hold Recommendations
WebRun reviews Versapay daily for accounts that meet your credit hold criteria, lists each recommendation in a Google Sheet, and alerts your credit team in Slack so they can approve the hold before the next order processes.
Automated Versapay Collections Priority Report
Every Monday, WebRun opens Versapay, scores every overdue account by balance, aging, payment history, and dispute status, and delivers a ranked collections priority report to your team in Google Sheets.
Automated Versapay Cash Application Exception Tracking
WebRun scans Versapay for payments that could not be auto-matched to open invoices, logs every exception to a Google Sheet, and pings your AR team in Slack so nothing sits unresolved.
Automated Versapay Autopay Enrollment Campaign
WebRun identifies customers in Versapay who would benefit from autopay enrollment, drafts a tailored invitation email for each, and queues them for your AR team to review and send.
Automated Bill.com Weekly Payment Run Report
Before each scheduled payment run, WebRun pulls every approved bill due in the next 7 days from Bill.com, summarizes the total cash needed by vendor and date, and posts the report to Slack.
Automated Bill.com Unapproved Bills Worklist
WebRun reviews all unapproved bills in Bill.com, ranks them by due date and amount, and delivers a daily worklist to the AP team so priority items are cleared first.
Automated Bill.com Recurring Bill Anomaly Flags
WebRun checks recurring vendor bills in Bill.com for amounts that deviate significantly from their historical average, flags the anomalies, and alerts your AP team so overcharges are questioned before payment.
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