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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.

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All categories
Automated Garden Center Aged Inventory Markdown Flags
Each week, WebRun identifies plants and supplies that have been sitting unsold for more than 30 days and posts a markdown recommendation list to your manager in Slack.
Rapid Garden POS›Google Sheets›Slack
Automated Furniture White Glove Delivery Crew Briefing
WebRun pulls tomorrow's white-glove delivery jobs from STORIS each evening and posts a crew briefing digest to Slack so every team arrives prepared.
STORIS›Google Sheets›Slack
Automated Furniture Special Order Status Updates
WebRun monitors special order status in STORIS, drafts a customer update for each milestone change, and queues each message for staff review before it goes out.
STORIS›Gmail›Slack
Automated Furniture Delivery Review Requests
WebRun finds completed deliveries in STORIS, drafts a review request email for each customer, and queues the messages for staff approval before sending.
STORIS›Gmail›Slack
Automated Furniture Protection Plan Follow-Up
WebRun finds recent furniture deliveries in STORIS where no protection plan was added, drafts a follow-up email for each customer, and queues it for staff review before sending.
STORIS›Gmail›Slack
Automated Furniture Financing Approval Follow-Up
WebRun finds financing approvals in STORIS that have not converted to an order, drafts a follow-up message for each customer, and queues it for sales staff to review and send.
STORIS›Gmail›Slack
Automated Furniture Design Consult Follow-Up
WebRun finds completed design consultations in MicroD, drafts a personalized follow-up email for each customer with their room plan summary, and queues it for the designer to review and send.
MicroD›Gmail›Slack
Automated Furniture Deposit and Balance Reminders
WebRun finds orders in STORIS with an unpaid balance due before delivery, drafts a polite reminder for each customer, and queues the messages for staff review.
STORIS›Gmail›Slack
Automated Furniture Delivery Scheduling Confirmations
WebRun pulls upcoming deliveries from STORIS, drafts a scheduling confirmation message for each customer, and queues them for staff review before sending.
STORIS›Gmail›Slack
Automated STORIS Daily Furniture Sales Report
WebRun pulls yesterday's sales totals from STORIS each morning and posts a clean summary to Slack so managers know exactly where the store stands before the floor opens.
STORIS›Slack
Automated Furniture Backorder Customer Updates
WebRun checks STORIS for open backorders, drafts a plain-language status update for each affected customer, and queues the messages in Gmail for staff review.
STORIS›Gmail›Slack
Automated STORIS Furniture Aged Inventory Report
WebRun pulls aged inventory data from STORIS each week and posts a ranked digest to Slack so buyers and managers can act on slow-moving stock before it becomes a problem.
STORIS›Google Sheets›Slack
Automated Furniture Abandoned Quote Follow-Up
WebRun finds open quotes in MicroD or STORIS with no activity for 7 or more days, drafts a personalized follow-up for each customer, and queues it for the sales associate to review and send.
MicroD›STORIS›Gmail›+1
Automated Flooring Weekly Sales Report
Every Monday morning, WebRun pulls last week's sales figures from RFMS, compiles the key metrics, and posts a formatted weekly sales report to your team's Slack channel.
RFMS›Google Sheets›Slack
Automated Flooring Warranty Registration Follow-Up
A week after installation, WebRun checks RFMS to see which customers have not yet registered their flooring warranty and drafts a reminder email for your team to review and send.
RFMS›Gmail›Slack
Automated Flooring Sample Return Reminders
Every morning, WebRun checks Broadlume for overdue sample checkouts and drafts a friendly return reminder for each customer, queuing the messages for your approval before sending.
Broadlume›Gmail›Slack
Automated Flooring Review Requests After Install
A few days after a flooring installation is marked complete, WebRun drafts a review request to the customer and queues it for your approval before anything is sent.
RFMS›Gmail›Slack
Automated Flooring Measure Appointment Scheduling
When a new flooring lead comes in, WebRun checks your calendar for open measure slots, drafts a scheduling message with available times, and queues it for your review before sending.
Measure Square›Google Calendar›Gmail›+1
Automated Flooring Material Order Status Updates
Every morning, WebRun checks RFMS for open material orders, finds any status changes since the last run, drafts a customer update for each, and queues the messages for your review.
RFMS›Gmail›Slack
Automated Flooring Lead Speed-to-Lead Response
The moment a new flooring inquiry lands, WebRun logs it in Broadlume, drafts a warm first-response email, and queues it for your approval so no lead waits hours for a reply.
Broadlume›Gmail›Slack
Automated Flooring Install Appointment Confirmations
The day before each flooring installation, WebRun checks RFMS for tomorrow's jobs, drafts a confirmation message for each customer, and queues the messages for your review.
RFMS›Gmail›Slack
Automated Flooring Final Invoice Collection
After a flooring installation is marked complete in RFMS, WebRun generates a final invoice, creates a Stripe payment link, and drafts the invoice email for your review before it goes to the customer.
RFMS›Stripe›Gmail›+1
Automated Flooring Estimate Follow-Up
When a flooring estimate goes unseen, WebRun checks Broadlume for open quotes, drafts a personalized follow-up email, and queues it for your review before anything is sent.
Broadlume›Gmail›Slack
Automated Flooring Deposit Collection
When a flooring job is confirmed, WebRun checks RFMS for the deposit balance, creates a Stripe payment link, drafts a deposit request email, and queues it for your approval before sending.
RFMS›Stripe›Gmail›+1

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