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 Restoration Subcontractor Coordination
Every morning, WebRun checks Albi for upcoming subcontractor tasks, confirms each trade is scheduled and has site access, and posts your project manager a Slack summary of the day's sub activity.
Automated Restoration Review Request Emails
When a restoration job is marked complete in Encircle, WebRun drafts a warm review-request email for the homeowner, ready for your office manager to send within 24 hours of job close.
Automated Restoration Loss Intake Routing
When a new loss comes in, WebRun reads the job details in DASH, scores the loss type and geography, and posts the right crew lead a Slack alert with everything they need to respond.
Automated Restoration Lead Speed-to-Lead Response
When a new lead fills out your contact form, WebRun drafts an immediate, personal acknowledgment email and texts a Slack alert to your dispatcher so no emergency call goes cold.
Automated Restoration Equipment Pickup Scheduling
WebRun checks Encircle for jobs where drying equipment has hit its target readings, drafts a pickup scheduling email for the homeowner, and alerts your crew coordinator in Slack.
Automated Restoration Documentation Chasers
WebRun checks Encircle for jobs with incomplete documentation, then drafts a polite reminder to the field tech asking them to upload the missing photos or documents before the next adjuster visit.
Automated Restoration Daily Job Board Digest
Every morning, WebRun reads all active jobs in DASH and Encircle, builds a one-page digest of job stages, crew assignments, and flags, and posts it to your operations Slack channel.
Automated Restoration Claim Updates
When a job status changes in Encircle, WebRun drafts a plain-English update for the homeowner and adjuster, ready for your project manager to review and send.
Automated Restoration Certificate of Completion Collection
When a restoration job moves to close-out in Encircle, WebRun drafts a certificate-of-completion request for the homeowner to sign and alerts your project manager so the file can be closed cleanly.
Automated Restoration Adjuster Follow-Ups
WebRun identifies claims in DASH that are waiting on adjuster response, drafts a professional follow-up email, and leaves it ready for your project manager to send.
Automated Weekly Club Revenue Report
Every Monday, WebRun pulls the previous week's revenue from CourtReserve and Stripe, breaks it down by revenue stream, logs it to a Google Sheet, and posts a clear weekly revenue report to Slack for management.
Automated Court Waitlist Fill Notifications
When a court reservation is cancelled, WebRun finds the next eligible member on the CourtReserve waitlist, drafts an availability offer, and queues it for staff review so the court does not sit empty.
Automated Tennis Club Review Requests
After a member completes a lesson or clinic, WebRun finds their booking in CourtReserve, drafts a review request email, and queues it for staff review before any outreach is sent.
Automated Pro Shop Reorder Alerts
Every morning, WebRun checks pro shop inventory levels in CourtReserve, identifies items at or below the reorder threshold, drafts a purchase order for staff review, and posts a low-stock alert to Slack.
Automated No-Show and Late-Cancel Follow-Up
Every morning, WebRun finds no-shows and late cancellations in CourtReserve, drafts a follow-up message for each member explaining the policy and any fee, and queues every draft for staff review.
Automated League Registration Reminders
Before each league registration deadline, WebRun finds eligible members in PlayByPoint who have not yet registered, drafts a personalised reminder email, and queues every draft for staff review.
Automated Lapsed Member Win-Back Outreach
Every week, WebRun finds members whose memberships lapsed in CourtReserve, drafts a personalised win-back email with a return offer, and queues every draft for staff review before any outreach is sent.
Automated Failed Membership Payment Recovery
When a membership payment fails, WebRun finds the member in CourtReserve, drafts a polite payment-recovery email, and queues it for staff review before any access is removed.
Automated Court Utilization Digest
Every morning, WebRun pulls yesterday's booking data from CourtReserve, calculates court utilization by court and session type, and posts a clear digest to Slack for management.
Automated Clinic and Lesson Reminders
Before each scheduled clinic or lesson, WebRun finds enrolled members in CourtReserve, drafts a confirmation and what-to-bring reminder for each participant, and queues every draft for staff review.
Automated Will-Call Propane Tank Outreach
WebRun identifies will-call accounts that have not ordered recently or whose usage history suggests they are running low, then drafts outreach messages for your team to review and send.
Automated Propane Weekly Delivery Report
Every Monday, WebRun pulls last week's delivery totals from ADD Systems, compiles a performance summary covering gallons delivered, stops completed, and revenue, and posts the report to Slack and logs it to Google Sheets.
Automated Propane Tank Monitor Low-Level Alerts
WebRun checks your tank-monitor data, finds any customer tank that has dropped to a threshold level, and posts an immediate alert to your dispatch team so a delivery can be scheduled before a run-out.
Automated Propane Safety Inspection Reminders
WebRun finds customers whose propane system safety inspection is coming due, drafts a personalized reminder for each, and alerts your service team so no inspection window is missed.
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