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.

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Automated Review Requests for Personal Trainers
After a client hits a milestone or completes a program, WebRun drafts a personalised review request so you can grow your reputation without the awkward ask.
TrueCoach›Gmail›Google Sheets
Automated Monthly Progress Check-Ins for Personal Trainers
Each month, WebRun pulls each client's training data from TrueCoach, drafts a personalised progress summary highlighting wins and next goals, and queues it for your review before sending.
TrueCoach›Gmail›Google Sheets
Automated Personal Training Program Renewal Reminders
Before a client's program ends, WebRun drafts a personalised renewal conversation so you never scramble for renewals at the last minute.
TrueCoach›Gmail›Google Sheets
Automated Trainerize Session Credit Expiry Reminders
WebRun tracks session credits and package expiry dates in Trainerize, then drafts a personalised nudge for each client before their unused sessions lapse.
Trainerize›Gmail›Google Sheets
Automated No-Show Follow-Up for Personal Trainers
When a client no-shows or cancels late, WebRun drafts a caring follow-up message and logs the event, so you stay connected and rebook quickly without chasing manually.
Trainerize›Gmail›Google Sheets
Automated Lead Nurture Follow-Up for Personal Trainers
When someone enquires about training but does not book straight away, WebRun drafts a follow-up sequence so every lead gets a timely, personalised nudge without manual chasing.
TrueCoach›Gmail›Google Sheets
Automated Lapsed Client Winback for Personal Trainers
WebRun identifies clients who have not trained in 30 or more days, then drafts a personalised winback message so you can re-engage them before they are gone for good.
Trainerize›Gmail›Google Sheets
Automated Personal Training Failed Payment Recovery
When a client payment fails, WebRun spots it in Stripe, logs it, and drafts a polite recovery message so you can resolve it before access lapses.
Stripe›Trainerize›Gmail
Automated Personal Training Client Check-Ins
Mid-week, WebRun sends each active client a personalised check-in asking about their workouts, nutrition, and energy, then surfaces the replies so you can respond before the next session.
TrueCoach›Gmail›Google Sheets
Automated Towing Weekly Call Volume Report
Every Monday, WebRun pulls the past week's dispatch data from Towbook and Ranger SST, calculates call volume trends by day, driver, and call type, and posts a summary report to your management Slack channel.
Towbook›Ranger SST›Google Sheets›+1
Automated Towing Storage Fee Notice Drafting
Every morning, WebRun identifies vehicles accumulating storage fees in Towbook, drafts a storage fee notice for each, and queues them for your approval before anything is sent to the vehicle owner.
Towbook›Gmail›Slack
Automated Towing Review Request Emails
After each completed tow, WebRun drafts a friendly review request for the customer and queues it for your approval before sending, helping your towing company build a stronger reputation.
Towbook›Gmail›Slack
Automated Private Property Tow Billing Follow-Up
Every week, WebRun finds completed private-property tows in Towbook with outstanding balances, drafts a billing follow-up for each vehicle owner, and queues the drafts for your review.
Towbook›Gmail›Slack
Automated Towing Overdue Invoice Reminders
Every week, WebRun finds overdue invoices in Towbook, drafts a polite payment reminder for each customer, and queues them for your review before anything is sent.
Towbook›Gmail›Slack
Automated Towing Motor Club Invoice Reconciliation
Every week, WebRun matches motor club dispatch records in Towbook against received payments and flags any discrepancies for your billing team to review.
Towbook›Google Sheets›Slack
Automated Towing Lead Response via Ranger SST
When a new lead lands from your website or motor club partner, WebRun drafts an instant response email and queues it for quick review so no potential customer waits more than minutes for a reply.
Ranger SST›Gmail›Slack
Automated Towing Impound Lien Deadline Tracking
Every morning, WebRun checks your impounded vehicles in Towbook or Ranger SST, calculates approaching lien notification deadlines, and alerts your team before any deadline is missed.
Towbook›Google Sheets›Slack
Automated Towing Failed Payment Recovery
When a payment fails in your billing system, WebRun drafts a polite recovery message for the customer and alerts your billing team in Slack so no failed charge goes unaddressed.
Towbook›Stripe›Gmail›+1
Automated Tow Truck Fleet Maintenance Alerts
Every week, WebRun checks your truck and equipment maintenance records, flags units approaching service intervals, and alerts your fleet manager in Slack before a vehicle goes down.
Towbook›Google Sheets›Slack
Automated Towing Driver Shift Coverage Outreach
When a driver shift goes uncovered in your scheduling tool, WebRun drafts an outreach message to available drivers and queues it for your dispatcher to review and send.
Towbook›Gmail›Slack
Automated Towing Dispatch Digest
Every morning, WebRun opens Towbook, tallies overnight dispatches, flags any open calls still pending, and posts a clean digest to your team Slack channel.
Towbook›Slack
Automated Towing Commercial Account Renewal Reminders
Every week, WebRun checks your commercial account list for contracts approaching renewal, drafts a renewal reminder for each account, and queues it for your review before anything is sent.
Towbook›Gmail›Slack
Automated Work Authorization Signature Chaser
WebRun checks Albi for unsigned work authorizations, drafts a gentle e-sign reminder to the homeowner, and alerts your project manager in Slack so no job starts without a signed authorization.
Albi›DocuSign›Gmail›+1
Automated Restoration Weekly WIP Report
Every Monday, WebRun pulls job stages, revenue, and outstanding items from DASH and Encircle, compiles a work-in-progress report, and posts it to your leadership Slack channel before the week begins.
Next Gear DASH›Encircle›Slack

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