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 Rental Contract Tracking
WebRun checks Goodshuffle Pro for bookings without a signed contract in DocuSign, drafts a send request for your review, and posts the unsigned list to Slack so nothing goes out unprotected.
Automated DJ Contract Tracking
WebRun checks DJ Event Planner and DocuSign for unsigned contracts and unpaid deposits, then alerts you in Slack before any booking falls through.
Automated Window Cleaning Collections
WebRun flags overdue invoices across Jobber and QuickBooks, drafts polite payment reminder messages for each customer, and alerts your team in Slack so nothing slips past due.
Automated AV Equipment ETA Tracking
WebRun checks equipment ETAs in D-Tools against scheduled install dates, flags late items in Google Sheets, and alerts your project team in Slack before a delay becomes a job stoppage.
Automated Checkride Readiness Tracking
WebRun reviews student records in Talon Systems ETA and Google Sheets, flags students who are ready for a checkride and those missing an endorsement, and posts a weekly readiness report to Slack.
Automated Coach Schedule Digest
Every morning, WebRun pulls today's class schedule and coach assignments from Wodify and posts a clear coaching roster to Slack, flagging any gaps or unfilled slots before the first class starts.
Automated Yoga Class Reminders
The evening before each Punchpass class, WebRun drafts a reminder text for every registered client via Twilio and posts a preview to Slack for your sign-off.
Automated Pet Store Winback
WebRun checks Astro Loyalty each week for customers who have not visited in 60 days or more, drafts a win-back offer in Mailchimp for your review, and posts a lapsed-customer list to Slack so your team knows who to re-engage.
Automated Game Night Reminders
Before each game night, WebRun checks the RSVP roster in Google Sheets, drafts reminder texts via Twilio for player review, and posts a headcount summary to Slack.
Automated Expiring Product Alerts
WebRun scans Flowhub each morning for batches expiring within your alert window, logs them to Google Sheets, and posts a draft markdown clearance plan to Slack for manager review before any promotion goes live.
Automated Tax Document Chaser
WebRun checks TaxDome for clients missing required documents, drafts a polite Gmail reminder for each, and posts a summary to Slack for the preparer to review before anything is sent.
Automated Post-Delivery Follow-Ups
After a vehicle is marked delivered in Tekmetric, WebRun drafts a post-delivery satisfaction text via Twilio and posts it to Slack for your team to approve before sending.
Automated Fleet Wash Billing
WebRun compiles monthly fleet wash usage from DRB, drafts invoices in QuickBooks for each fleet account, and posts the billing queue to Slack for review before any invoice is sent to a fleet client.
Automated Boarding Feeding Roster
Every morning, WebRun pulls the day's boarding roster from Gingr and compiles a feeding and medication schedule for staff, posted to Slack.
Automated Grooming Client Winback
WebRun finds clients in Pawfinity who have not booked in over 90 days, logs them to Google Sheets, and drafts a winback email campaign in Mailchimp for your review.
Automated Tattoo Commission Report
Every Monday, WebRun pulls the previous week's completed transactions from Square Appointments, calculates each artist's commission or booth-fee split, writes the results to Google Sheets, and posts a summary to Slack for the studio owner to review.
Automated Nail Cancellation Fill
When a cancellation opens a slot in Mangomint, WebRun drafts an offer to the next waitlisted client via Twilio and posts it to Slack for approval before sending.
Automated Family Update Digests
WebRun drafts a weekly care update email for each patient's family contact based on visit notes in WellSky and queues every draft in Gmail for a clinician to review before anything is sent.
Automated Consult Source Reporting
Every Monday, WebRun pulls the week's consult leads from PatientNow, counts them by source channel in Google Sheets, and posts a clean consult-by-source report to Slack for your marketing team.
Automated Diabetic Foot Exam Recall
WebRun finds diabetic patients in ModMed who are overdue for a foot exam, logs them in Google Sheets, and drafts a recall message in Klara for staff review before any outreach goes out.
Automated Appraisal Deadline Tracking
WebRun checks ACI for reports nearing their due date, updates the tracker in Google Sheets, and posts a Slack alert before any deadline is at risk.
Automated Call Sheet Prep
Before each shoot, WebRun reads the job details from your schedule sheet, drafts a call sheet, and sends crew confirmation emails for your review so nothing is forgotten on shoot day.
Automated Evergreen Repromotion
Every month, WebRun finds your top-performing older episodes in Buzzsprout, drafts a repromotion email to your list via Mailchimp, and posts a Slack alert for the host to review before sending.
Automated Escape Room Booking Intake
WebRun logs every new Bookeo booking and private-event inquiry to Google Sheets and alerts your team in Slack so nothing slips through.
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