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 Association Event Registration Reminders
WebRun checks upcoming events in Wild Apricot, finds members who have not yet registered, drafts targeted registration reminder emails, and queues them for staff approval.
Automated Association Dues Invoice Chaser
WebRun finds overdue dues invoices in Wild Apricot, drafts a polite invoice chaser for each member, and queues the messages for staff review before sending.
Automated Committee Volunteer Follow-Up Emails
WebRun checks volunteer and committee assignments in MemberClicks, drafts follow-up emails to inactive or unresponsive volunteers, and queues them for staff review before sending.
Automated CEU and Certification Expiry Reminders
WebRun finds members whose CEU credits or certifications are expiring soon in MemberClicks, drafts timely compliance reminder emails, and queues them for staff review before sending.
Automated Appliance Repair Weekly Revenue Report
Every Monday, WebRun pulls the previous week's completed jobs and invoices from Housecall Pro, logs the totals to Google Sheets, and posts a concise revenue summary to Slack.
Automated Appliance Warranty Claim Follow-Up
When a warranty claim sits without a response or resolution, WebRun drafts a follow-up to the manufacturer and alerts your team so no claim falls through the cracks.
Automated Appliance Repair Second Visit Scheduling
When a repair job needs a follow-up visit, WebRun drafts the scheduling message and flags the job so your team books the return before the customer chases.
Automated Appliance Repair Review Requests
After a repair job is marked complete, WebRun drafts a personalised review request for the customer so your Google rating keeps climbing.
Automated Appliance Maintenance Reminders
WebRun finds customers due for their annual or seasonal maintenance check and drafts a personalised service reminder so you book the job before they forget.
Automated Appliance Parts Reorder Alerts
When stock for a common repair part drops below your reorder threshold, WebRun drafts a purchase order and alerts your team so you restock before a job stalls.
Automated Appliance Parts Arrival Scheduling
When a parts order is marked received, WebRun drafts a return-visit message to the customer and flags the job in Housecall Pro for scheduling.
Automated Appliance Repair Invoice Chaser
Every week, WebRun finds past-due invoices in Housecall Pro, drafts a polite payment reminder for each customer, and posts your outstanding balance list to Slack.
Automated Appliance Repair No-Show Follow-Up
When a customer misses a scheduled repair appointment, WebRun drafts a polite follow-up and flags the job so your team can rebook quickly.
Automated Appliance Repair Lead Response
The moment a new repair enquiry arrives, WebRun drafts a personalised response so the customer hears back fast and your booking rate climbs.
Automated Appliance Repair Estimate Follow-Up
When a repair estimate sits unapproved for 48 hours, WebRun drafts a polite follow-up to the customer and alerts your team so the job does not go cold.
Automated Appliance Repair Dispatch Digest
Each morning, WebRun pulls the day's jobs from ServiceM8, organises them by technician and route, and posts a ready-to-act dispatch digest to your team Slack channel.
Automated Appliance Repair Reminders
Before every scheduled appliance repair, WebRun sends the customer a confirmation and a technician a prep note so no one shows up surprised.
Automated Acupuncture Treatment Plan Rebooking
When a client completes a session but has no follow-up booked, WebRun drafts a personalised rebooking prompt aligned to their treatment plan and queues it for practitioner approval.
Automated Acupuncture Monthly Superbill Drafts
At the start of each month, WebRun reviews completed visits in Jane for clients who have requested superbills, drafts each document, and queues them for practitioner review before any are sent.
Automated Acupuncture Seasonal Wellness Outreach
At the turn of each season, WebRun drafts a personalised wellness outreach message aligned to traditional Chinese medicine seasonal principles and queues it for practitioner review, deepening client relationships year-round.
Automated Acupuncture Review Requests After Visits
A day after each completed appointment, WebRun drafts a personalised review request and queues it for practitioner approval, building your clinic's online reputation one visit at a time.
Automated Acupuncture Package Credit Expiry Reminders
When a client's prepaid package or visit credits are nearing their expiry date, WebRun drafts a personalised reminder and queues it for review, protecting client value and clinic revenue.
Automated Acupuncture No-Show Follow-Up Emails
After a no-show or late cancellation, WebRun drafts a caring follow-up message and queues it for practitioner review, keeping the client relationship warm and the rebooked slot in sight.
Automated Acupuncture Lapsed Client Winback
When a client has not booked an appointment in 60 days or more, WebRun drafts a personalised, warm winback message and queues it for practitioner review, reviving relationships before clients drift away permanently.
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