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 Delivery Digest
Every morning, WebRun pulls today's delivery and pickup jobs from Goodshuffle Pro, builds a route digest in Google Calendar, and posts the day's schedule to Slack so your crew starts the day organized.
Goodshuffle Pro›Google Calendar›Slack
Automated Event Confirmation Reminders
The week of each event, WebRun finds upcoming gigs in Gigbuilder, drafts a confirmation text via Twilio, and notifies you in Slack.
Gigbuilder›Twilio›Slack
Automated Crew Completion Checks
At the end of each day, WebRun checks Jobber for jobs that are still open or in progress, posts a flag to Slack, and sends a prompt to the crew via Telegram to update the job status before close of business.
Jobber›Slack›Telegram
Automated Install Readiness Checks
WebRun checks each upcoming D-Tools job for missing pre-install steps, drafts a prompt to the project contact in Gmail, and alerts the project team in Slack.
D-Tools›Slack›Gmail
Automated Discovery Flight Intake
WebRun logs every intro-flight inquiry into Google Sheets, sends an acknowledgment draft for your review, and alerts the front desk in Slack so no lead falls through the cracks.
Google Sheets›Gmail›Slack
Automated Gym Dunning
WebRun finds failed membership payments in PushPress and Stripe, builds a dunning worklist for staff, and drafts a card-update text for each affected member.
PushPress›Stripe›Slack
Automated Yoga Dunning
Every morning, WebRun finds failed membership payments in WellnessLiving, checks the status in Stripe, and drafts a payment-update text for each affected member, queued for your approval in Slack.
WellnessLiving›Stripe›Slack
Automated Expiring Food Alerts
WebRun scans Square inventory each morning for pet food nearing its best-by date, logs the items to Google Sheets, drafts a markdown notice for staff review, and posts a Slack alert so nothing expires unsold.
Square›Google Sheets›Slack
Automated Game Event Signup Intake
When a player signs up for a game event, WebRun logs the RSVP to Google Sheets, emails a confirmation, and alerts the organizer in Slack.
Google Sheets›Gmail›Slack
Automated Dispensary Loyalty Winback
WebRun identifies loyalty members who have not visited in your chosen window, logs them to Google Sheets, drafts a personalised winback offer in Mailchimp, and sends the draft to Slack for staff approval before any email is sent.
Google Sheets›Mailchimp›Slack
Automated E-File Reject Alerts
WebRun checks Drake Tax for rejected e-files, posts an instant Slack alert for each one, and drafts a client notice in Gmail so the preparer can review and send it without delay.
Drake Tax›Slack›Gmail
Automated Repair Drop-Off Reminders
The day before a scheduled drop-off, WebRun drafts a reminder text via Twilio and queues it in Slack for approval so your team can confirm every customer before they are expected to arrive.
Tekmetric›Twilio›Slack
Automated Car Wash Maintenance Alerts
WebRun reads your maintenance schedule in Google Sheets, flags any equipment with a PM due in the next seven days, and sends alerts to both Slack and Telegram so your team can act before a breakdown occurs.
Google Sheets›Slack›Telegram
Automated Holiday Boarding Campaigns
Ahead of major holidays, WebRun drafts an early-booking campaign email to your Mailchimp list and queues it in Slack for approval before it is sent.
Gingr›Mailchimp›Slack
Automated Grooming Daily Roster
Each morning, WebRun pulls today's schedule from Gingr, compiles a groomer roster with pet notes and any gaps, and posts it to Slack so the team starts the day prepared.
Gingr›Slack
Automated Tattoo Consent Form Tracking
WebRun checks upcoming appointments in Google Sheets, flags any client without a signed DocuSign consent form, and posts a Slack alert so the team can follow up before the session day.
Google Sheets›DocuSign›Slack
Automated Nail Client Winback
WebRun finds lapsed clients in GlossGenius who have not visited in 60 or more days, logs them in Google Sheets, and drafts a winback email campaign through Mailchimp for your review.
GlossGenius›Mailchimp›Google Sheets
Automated Caregiver Hours Digest
WebRun pulls visit hours from WellSky each morning, logs a daily caregiver hours summary to Google Sheets, flags any anomalies, and posts the digest to Slack so payroll and scheduling always have an accurate picture.
WellSky›Google Sheets›Slack
Automated Financing Follow-Ups
WebRun flags patients in PatientNow with incomplete or stalled financing applications, drafts personalized nudge emails in Gmail, and queues them in Slack for coordinator review before sending.
PatientNow›Gmail›Slack
Automated Podiatry Eligibility Checks
WebRun pulls tomorrow's patient roster from Tebra, flags any patient whose insurance eligibility has not been confirmed, logs the list in Google Sheets, and alerts billing staff in Slack to run the checks.
Tebra›Google Sheets›Slack
Automated Appraisal Fee Collection
WebRun finds unpaid ACI orders, logs them in QuickBooks, drafts a polite fee reminder for each, and alerts you in Slack so unpaid fees get chased without awkward manual follow-up.
ACI›QuickBooks›Slack
Automated Feedback Consolidation
WebRun gathers all client comments from Frame.io, compiles them into a structured edit list in Notion, and posts a summary to Slack so the editor has one place to work from.
Frame.io›Notion›Slack
Automated Podcast Guest Intake
WebRun logs every incoming guest pitch to Google Sheets, checks for duplicates, and alerts the host in Slack so no promising guest slips through.
Google Sheets›Gmail›Slack
Automated Escape Room Reminders
WebRun drafts SMS arrival reminders and waiver links for upcoming Bookeo bookings via Twilio and alerts your team in Slack so no-shows drop.
Bookeo›Twilio›Slack

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