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 Translation Deadline Tracking
Every morning, WebRun checks XTRF or Smartcat for projects approaching their deadline, flags any at risk, and posts a status digest to your project managers in Slack.
Automated Translation Vendor PO Drafting
When a new project is confirmed in Plunet or XTRF, WebRun drafts a purchase order for each assigned vendor, populates it with the job details and agreed rate, and queues it for your finance team to review and issue.
Automated Translation Invoice Chasing
WebRun finds overdue client invoices in Plunet or QuickBooks, drafts a polite payment reminder for each client in Gmail, and posts an outstanding balance summary to your finance team in Slack.
Automated Linguist Assignment Acceptance Chaser
WebRun checks Smartcat or XTRF for unaccepted linguist assignments, drafts a polite chaser message for each unresponsive freelancer, and flags overdue acceptances to your project managers.
Automated Translation Lead Response
The moment a new enquiry lands via your website or email, WebRun drafts a personalized acknowledgement email and a quote request for the sales team, so every prospective client hears back fast.
Automated Translation Delivery Confirmation Emails
When a project is marked Delivered in Smartcat or Plunet, WebRun drafts a professional delivery confirmation email for the client, includes key project details, and queues it for a project manager to review and send.
Automated Daily Translation Project Digest
Every morning, WebRun pulls the current status of all active projects from XTRF and Smartcat and posts a structured daily digest to your project management team in Slack.
Automated Tour Weather Cancellation Notices
When a tour is cancelled for weather, WebRun drafts cancellation notices for all affected guests with rebook options and queues them for your approval before sending.
Automated Tour Waitlist Seat Fill
When a cancellation opens a seat, WebRun finds the next waitlisted guest in Checkfront, drafts an offer email with a booking link, and queues it for your approval so the seat fills fast.
Automated Tour Review Request Emails
The day after a tour runs, WebRun finds completed bookings in FareHarbor, drafts a personalised review-request email for each guest, and queues the drafts for your approval.
Automated OTA Reseller Booking Reconciliation
Every week, WebRun pulls bookings from Xola and cross-checks them against OTA reports in Google Sheets, flags any mismatches or missing commissions, and posts a reconciliation summary to Slack.
Automated Group Tour Inquiry Follow-Up
When a private or group inquiry arrives, WebRun drafts a personalised follow-up email with availability, group pricing, and next steps, and queues it for your review so no lead goes cold.
Automated Tour Pre-Activity Guest Reminders
Every evening, WebRun finds tours running tomorrow in FareHarbor, drafts a personalised reminder for each guest with meeting point and what to bring, and queues the drafts for your review.
Automated Tour Guide Daily Manifest
Every morning, WebRun pulls each guide's bookings from FareHarbor, compiles a manifest with guest names, party sizes, special requests, and meeting points, and posts it to Slack so guides start the day fully briefed.
Automated Tour Failed Payment Recovery
Every morning, WebRun finds bookings with a failed payment in FareHarbor, drafts a polite recovery email for each guest with a secure payment link, and queues the drafts for your review.
Automated Tour Capacity and Revenue Report
Every Monday, WebRun pulls the week's booking data from Peek Pro, calculates capacity utilisation and revenue by tour type, and posts a summary report to Slack with a full breakdown in Google Sheets.
Automated Tour Booking Confirmations
When a booking is made in FareHarbor, WebRun drafts a confirmation email with meeting point, gear list, and what to expect, then queues it for your review before sending.
Automated Tour Balance Due Reminders
Every morning, WebRun finds bookings with an unpaid balance due in Checkfront, drafts a polite payment reminder for each guest, and queues the drafts for your review before sending.
Automated Tour Abandoned Booking Recovery
Every morning, WebRun finds incomplete checkouts in Xola, drafts a friendly recovery email for each prospect with a direct link back to their booking, and queues the drafts for your review.
Automated Wire Instruction Verification Reminders
WebRun identifies closings with unconfirmed wire instructions in Qualia and drafts a caution-framed verification reminder to the sending party. Wire fraud is a leading real estate scam: always verify instructions by phone before sending funds.
Automated Weekly Title Order Pipeline Report
WebRun pulls the week's order activity from SoftPro every Monday, calculates open orders, closings completed, revenue, and pipeline velocity, and posts a structured report to Slack and Google Sheets for leadership review.
Automated Title Company Review Requests After Closing
WebRun identifies orders that closed in the last one to three days in Qualia and drafts a warm, personal review request email to the buyer and seller so your firm builds its online reputation without any manual effort.
Automated Post-Closing Recording Status Tracker
WebRun checks recording status for recently closed orders in ResWare, logs each document's progress, and alerts your team to any recording that is delayed or needs follow-up with the county.
Automated Lender Payoff Request Follow-Up
WebRun monitors outstanding payoff requests in Qualia, identifies any that are aging or overdue, and drafts a polite follow-up to the lender so your team never has to chase manually.
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