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 Acupuncture Intake Form Collection
When a new client books an appointment in Jane without completing their intake form, WebRun drafts a polite reminder and queues it for practitioner review, so the form arrives before the first visit.
Automated Acupuncture Herbal Supplement Reorder Reminders
When a client's herbal formula or supplement supply is due for reorder based on their dispensing date and dosage, WebRun drafts a personalised reorder reminder and queues it for practitioner review.
Automated Acupuncture Failed Payment Recovery
When a payment fails in Jane, WebRun drafts a polite payment-update request and queues it for practitioner review, so balances are resolved quickly and the client relationship stays intact.
Automated Acupuncture Daily Schedule Digest
Each morning, WebRun pulls today's appointments from Jane and posts a structured daily digest to the clinic's Slack channel, so the whole team knows who is coming in, what they need, and what prep is required.
Automated Acupuncture Outstanding Balance Chaser
When a client has an unpaid balance in Jane that has gone unresolved for more than 7 days, WebRun drafts a polite, professional payment reminder and queues it for practitioner review.
Automated Acupuncture Appointment Reminders
Before each appointment, WebRun drafts a personalised reminder for the client and queues it for practitioner review, so no-shows drop and chairs stay full.
Automated Wedding Client Weekly Status Digest
Every Monday, WebRun pulls the status of every active wedding from HoneyBook, logs the summary to Google Sheets, and posts a concise weekly client digest to Slack so your team is aligned before the week begins.
Automated Wedding Vendor Payment Reminders
WebRun checks Aisle Planner for vendor payments due this week, drafts a payment confirmation or reminder for each vendor, and queues the messages in Slack for your review.
Automated Wedding Vendor Coordination Digest
Every morning, WebRun pulls vendor tasks, confirmations, and open items from Aisle Planner and posts a clear digest to Slack so your team starts the day in sync.
Automated Wedding Timeline Task Reminders
WebRun checks Aisle Planner for planning tasks due this week, drafts a reminder for each couple, and queues the messages in Slack for your approval before anything is sent.
Automated Wedding RSVP Headcount Tracking
Every morning, WebRun pulls the latest RSVP responses from Aisle Planner, updates a live headcount tracker in Google Sheets, and posts a summary to Slack so your team always has the current numbers.
Automated Wedding Proposal and Contract Chaser
WebRun checks HoneyBook for proposals and contracts that have not been signed, drafts a polite chaser for each couple, and queues them in Slack for your review.
Automated Post-Wedding Review Request
A few days after each wedding, WebRun drafts a warm review and testimonial request for the couple, ready for your approval before anything is sent.
Automated Wedding Overdue Payment Chaser
WebRun checks HoneyBook for overdue invoice milestones, drafts a firm but friendly chaser for each couple, and queues the messages in Slack for your approval before anything is sent.
Automated Wedding Payment Milestone Reminders
WebRun checks HoneyBook for upcoming payment milestones, drafts a friendly reminder for each couple, and queues the messages for your review before anything is sent.
Automated Wedding Inquiry Response Drafts
When a new couple submits an inquiry, WebRun drafts a personal, on-brand response in HoneyBook and queues it for your review before anything is sent.
Automated Wedding Final Details Confirmation
In the weeks before each wedding, WebRun drafts a final-details confirmation email for the couple, covering ceremony timing, guest count, dietary notes, and vendor contacts, ready for your review.
Automated Wedding Anniversary Referral Outreach
Each week, WebRun finds past couples approaching their first or second anniversary, drafts a warm anniversary note with a gentle referral ask, and queues it in Slack for your approval before anything is sent.
Automated Waste Route Revenue Report
Every Monday, WebRun pulls billed amounts from QuickBooks and route completion data from Routeware, calculates revenue by route, logs the breakdown to a Google Sheet, and posts the weekly summary to your ops Slack channel.
Automated Roll-Off Swap and Pickup Scheduling
When a roll-off container is flagged as full or a swap request comes in via email, WebRun reads the job details from AMCS, drafts a scheduling confirmation for the customer, and adds the swap to the dispatch queue.
Automated Waste Hauling Billing Reminders
WebRun finds every active service account in Routeware, matches it to the billing cycle, and drafts the next invoice reminder so no recurring pickup goes unbilled.
Automated Waste Hauling Overdue Invoice Chaser
WebRun finds past-due accounts in Trash Flow or QuickBooks, drafts a firm-but-polite follow-up for each customer, and posts your collections team a ranked chase list.
Automated Waste Overage and Contamination Charge Alerts
WebRun scans route exception notes in Routeware or AMCS for overage and contamination flags, logs the incidents to a Google Sheet, and posts an internal alert to your billing team so charges can be reviewed before invoices go out.
Automated Waste Service New Account Onboarding
When a new account is created in Trash Flow or AMCS, WebRun drafts a welcome email with service start details, creates the billing record in QuickBooks, and pings the route manager in Slack to add the stop to the schedule.
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