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.

All categories
All categories
Automated Rental Quote Follow-Ups
WebRun checks Goodshuffle Pro for quotes that haven't been accepted, drafts a polite follow-up email for your review, and alerts your team in Slack so nothing stalls.
Goodshuffle Pro›Gmail›Slack
Automated DJ Inquiry Intake
When a new event inquiry arrives, WebRun logs it to Google Sheets and alerts you in Slack so no lead slips through.
DJ Event Planner›Google Sheets›Slack
Automated Window Cleaning Quote Intake
WebRun logs every new window cleaning quote request into Google Sheets and alerts your office in Slack so no lead slips through.
ResponsiBid›Google Sheets›Slack
Automated AV Project Intake
Every time a new project inquiry lands, WebRun logs it in Google Sheets, creates a D-Tools project record, and alerts your sales team in Slack.
D-Tools›Google Sheets›Slack
Automated Flight Lesson Reminders
WebRun reads upcoming lessons from Flight Schedule Pro, drafts SMS reminder texts for each student, and queues them in Twilio for your review before sending.
Flight Schedule Pro›Twilio›Slack
Automated Gym Membership Renewals
WebRun finds contracts expiring within two weeks in Zen Planner, drafts a renewal email for each member in Gmail, and posts a renewal worklist to Slack so staff can follow up before memberships lapse.
Zen Planner›Slack›Gmail
Automated Yoga Member Winback
Every week, WebRun finds lapsed members in WellnessLiving, logs them in Google Sheets, drafts a winback email via Mailchimp for each, and posts the list to Slack for your team to approve before anything is sent.
WellnessLiving›Mailchimp›Google Sheets
Automated Pet Order Routing
WebRun watches Shopify for new orders, posts a packing alert to Slack so staff know what to prepare, and sends a confirmation email via Gmail to keep customers informed.
Shopify›Slack›Gmail
Automated Play Space Membership Renewals
Every week, WebRun checks Square for memberships expiring in the next 14 days, flags any lapsed Stripe subscriptions, and drafts renewal notices for staff to review and send.
Square›Stripe›Slack
Automated Dispensary Margin Report
WebRun pulls weekly sales and cost data from Dutchie each Monday, calculates gross margin by SKU and category, logs the results to Google Sheets, and posts a margin digest to Slack so your buyer can act on low-margin products immediately.
Dutchie›Google Sheets›Slack
Automated Estimated Tax Reminders
WebRun reads your Google Sheets client list before each 1040-ES due date, drafts a quarterly estimated tax reminder email in Gmail for each applicable client, and posts the drafts to Slack for review before sending.
Google Sheets›Gmail›Slack
Automated Auto Parts ETA Tracking
Every morning, WebRun checks open parts orders in Mitchell, flags any past their expected arrival date, and posts a delay report to your Slack channel so the shop can act before a car sits idle.
Mitchell›Google Sheets›Slack
Automated Car Wash Member Winback
WebRun pulls your list of canceled members from Google Sheets, drafts a personalized winback email campaign via Mailchimp for each segment, and posts the campaign list to Slack for team approval before anything goes out.
Google Sheets›Mailchimp›Slack
Automated Daycare Package Renewals
Every morning, WebRun checks PetExec for daycare packages with a low remaining balance, drafts a renewal payment link in Stripe, and queues it in Slack for staff to review before contacting the owner.
PetExec›Stripe›Slack
Automated Grooming Package Renewals
WebRun checks Gingr each week for clients whose grooming packages are nearly used up, drafts a renewal message, and alerts your team in Slack to follow up before the package expires.
Gingr›Stripe›Slack
Automated Tattoo Flash Day Promos
When you enter flash-day details in Google Sheets, WebRun drafts a campaign email in Mailchimp to past clients and posts a preview to Slack for your approval before any email is sent.
Google Sheets›Mailchimp›Slack
Automated Nail Rebooking Reminders
WebRun identifies clients in GlossGenius who are due for a fill or new set, drafts a personalized rebooking text via Twilio, and queues each message in Slack for approval before sending.
GlossGenius›Twilio›Slack
Automated OASIS QA Worklist
WebRun compiles every OASIS document pending QA review in Axxess into a Google Sheet worklist and alerts the QA clinician in Slack so nothing sits unreviewed for days.
Axxess›Google Sheets›Slack
Automated Patient Reactivation Campaigns
WebRun finds patients in PatientNow who have not visited in 18 months or more, builds a lapsed-patient list in Google Sheets, and drafts a reactivation email campaign in Mailchimp for coordinator approval.
PatientNow›Mailchimp›Google Sheets
Automated Orthotic Order Tracking
WebRun monitors your orthotic lab orders in Google Sheets, flags any order overdue from the lab, checks for shipping confirmation emails in Gmail, and alerts staff in Slack so nothing falls through.
Google Sheets›Gmail›Slack
Automated Appraiser License Tracking
WebRun checks your license and CE expiry dates in Google Sheets, drafts a renewal reminder email in Gmail, and alerts you in Slack before any credential lapses.
Google Sheets›Gmail›Slack
Automated Gear Return Tracking
WebRun checks your gear tracking sheet for rented equipment due back today or tomorrow, flags it in Slack, sends a Telegram alert to the responsible crew member, and drafts a return reminder email.
Google Sheets›Slack›Telegram
Automated Guest Scheduling
WebRun drafts a scheduling email for approved podcast guests, adds a calendar hold in Google Calendar, and posts a confirmation to Slack so nothing falls through the cracks.
Riverside›Google Calendar›Slack
Automated Game Master Schedule Digest
Every morning, WebRun reads the GM roster from Google Sheets, checks today's sessions, flags any uncovered shifts, and posts the daily schedule and gaps to Slack.
Google Sheets›Slack

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