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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 HVAC Daily Dispatch Digest
Every morning, WebRun pulls the day's jobs from ServiceTitan, organizes them by technician and route, and posts a concise dispatch digest to your team Slack channel.
ServiceTitan›Slack
Automated Hardware Store Weekly Margin Report
Every Monday, WebRun pulls the prior week's gross margin by department from your POS and posts a clear ranked report to Slack so you can act on underperformers before the next week starts.
Epicor Eagle›Google Sheets›Slack
Automated Hardware Special Order Arrival Notices
When a special-order item is received in Paladin POS, WebRun drafts a pickup notification for the customer and queues it for your approval.
Paladin POS›Gmail›Slack
Automated Hardware Store Review Requests
After a qualifying transaction, WebRun drafts a short review-request email for the customer and queues it for your approval before sending.
Paladin POS›Gmail›Slack
Automated Hardware Rental Equipment Return Reminders
WebRun finds rental agreements due back today or tomorrow, drafts a friendly return reminder for each customer, and queues the messages for your approval.
RockSolid MAX›Gmail›Slack
Automated Hardware Store Price Book Update Review
When a supplier price file arrives, WebRun compares it against your current price book, flags the items with significant cost increases, and drafts an approval summary for your review before any prices are updated.
Epicor Eagle›Google Sheets›Slack
Automated Hardware Store Loyalty Winback Emails
WebRun finds loyalty members who have not visited in 60 or more days, drafts a personalized winback offer for each, and queues the emails for your approval.
Paladin POS›Gmail›Slack
Automated Hardware Store Reorder Alerts
When inventory drops below your reorder point, WebRun drafts a purchase order in your POS and queues it for your approval before sending to the supplier.
Paladin POS›Gmail›Slack
Automated Hardware Store Daily Sales Report
Every morning, WebRun pulls the prior day's sales totals, top-selling departments, and transaction count from your POS and posts a clear summary to Slack.
Paladin POS›Slack
Automated Hardware Contractor Account Statements
At the end of each month, WebRun pulls the activity for every contractor charge account, drafts a statement email for each, and queues them for your approval.
Epicor Eagle›Gmail›Slack
Automated Hardware Store Contractor Quote Follow-Up
WebRun finds contractor bids and quotes that have not received a response, drafts a polite follow-up for each, and posts a Slack list so your counter staff can act.
Epicor Eagle›Gmail›Slack
Automated Hardware Store Aged Inventory Report
Every week, WebRun scans your POS for items that have not sold in 90 or more days and posts an aged-inventory report to Slack so you can decide what to mark down.
RockSolid MAX›Slack
Automated Hardware Store Invoice Chaser
WebRun finds overdue charge-account invoices in your POS, drafts a polite reminder for each customer, and posts you a Slack list of who still owes.
Epicor Eagle›Gmail›Slack
Automated Garden Center Workshop Event Reminders
Three days before each workshop or in-store event, WebRun drafts reminder emails for registered attendees and queues them for staff to review and send.
Google Calendar›Mailchimp›Google Sheets
Automated Garden Center Weekly Revenue Report
Every Monday, WebRun compiles last week's revenue by department from your POS, compares it to the same week last year, and posts a clean weekly summary to your owner's Slack channel.
NCR Counterpoint›Google Sheets›Slack
Automated Special Order Arrival Notices for Nurseries
When a special-order plant or product is received in your POS, WebRun drafts a personalised pickup notice to the customer and queues it for staff to send.
SBI Software›Gmail›Google Sheets
Automated Nursery Seasonal Care Reminder Campaigns
At each seasonal transition, WebRun drafts personalised plant-care reminder emails for your customer list and queues them for review before sending.
Mailchimp›SBI Software›Google Sheets
Automated Garden Center Review Request Emails
A few days after each purchase, WebRun drafts a friendly review request for each customer and queues it for staff to send, so your Google rating grows without any manual follow-up.
Rapid Garden POS›Gmail›Google Sheets
Automated Plant Guarantee Follow-Up Emails
Three weeks after a guaranteed plant purchase, WebRun drafts a friendly check-in email asking how the plant is doing and reminding the customer of your guarantee policy.
NCR Counterpoint›Gmail›Google Sheets
Automated Nursery Perishable Shrink Report
Each week, WebRun compiles your perishable shrink data from your POS, flags the highest-loss categories, and delivers a shrink report to your manager in Slack.
NCR Counterpoint›Google Sheets›Slack
Automated Nursery Loyalty Winback Campaigns
Each week, WebRun identifies loyalty members who have not visited in 90 days, drafts a personalised winback offer email, and queues each one for staff to review and send.
SBI Software›Mailchimp›Google Sheets
Automated Garden Center Reorder Alerts
When plant or supply inventory drops below your reorder point, WebRun drafts a purchase order in your POS and queues it for your buyer to approve.
NCR Counterpoint›Google Sheets›Gmail
Automated Landscape Quote Follow-Up Emails
Three days after a landscape services quote is sent, WebRun drafts a personalised follow-up email for each open quote and queues it for your sales team to review and send.
SBI Software›Gmail›Google Sheets
Automated Garden Center Daily Sales Report
Each morning, WebRun pulls yesterday's sales totals from your POS, compares them to the same day last year, and posts a concise summary to your team's Slack channel.
Rapid Garden POS›Google Sheets›Slack

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