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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 Title Order Missing Document Chaser
WebRun scans your title orders in SoftPro for outstanding required documents, drafts a polite chaser to the responsible party, and logs the outstanding items in a tracking sheet.
SoftPro›Gmail›Google Sheets
Automated Earnest Money Receipt Confirmations
WebRun detects newly received earnest money deposits logged in SoftPro and drafts a professional receipt confirmation for the buyer and buyer's agent so no deposit goes unacknowledged.
SoftPro›Gmail›Slack
Automated Daily Title Closing Calendar Digest
WebRun pulls today's and tomorrow's scheduled closings from ResWare every morning and posts a structured digest to Slack so your team walks in fully prepared for every closing on the calendar.
ResWare›Google Sheets›Slack
Automated Title Commitment Cure Worklist
WebRun reads open title commitment exceptions in SoftPro, groups them by order, and builds your team a prioritized cure worklist so every exception is resolved before closing.
SoftPro›Google Sheets›Slack
Automated Title Closing Milestone Updates
WebRun tracks each order in Qualia or SoftPro, identifies the current milestone, and drafts a status update to buyers, sellers, and agents so everyone knows what happens next.
Qualia›Gmail›Slack
Automated Title Closing Deadline Tracker
WebRun reads every active order in ResWare, calculates days to each closing and contingency deadline, and posts your team a daily countdown digest in Slack so critical dates never slip.
ResWare›Google Sheets›Slack
Automated Title Order Status Updates for Agents
WebRun reads active orders in Qualia, identifies meaningful milestone changes since the last update, and drafts a concise order status email for each referring real estate agent.
Qualia›Gmail›Slack
Automated Swim Waitlist and Open Slot Filling
When a cancellation creates an open spot in iClassPro, WebRun finds the next waitlisted family for that class level and time, drafts an offer email, and alerts staff to send it before the spot sits empty.
iClassPro›Gmail›Slack
Automated Swim Trial to Enrollment Follow-Up
After a family completes a trial lesson in iClassPro, WebRun drafts a follow-up enrollment invitation and alerts staff to send it within 24 hours while interest is highest.
iClassPro›Gmail›Slack
Automated Swim Session Registration Reminders
Before a new session opens in iClassPro, WebRun identifies current families who have not yet re-registered, drafts early-registration reminders, and alerts staff to send them before spots are gone.
iClassPro›Gmail›Slack
Automated Swim School Overdue Tuition Chaser
Every week, WebRun checks Jackrabbit Class for families with past-due balances, drafts polite payment reminder emails, and gives your billing team a prioritized Slack list of who owes what.
Jackrabbit Class›Gmail›Slack
Automated Swim School New Family Onboarding
When a new family enrolls in iClassPro, WebRun drafts a welcome email with class details, pool policies, and what to bring, then alerts staff so nothing is missed in the first impression.
iClassPro›Gmail›Slack
Automated Swim School Monthly Enrollment Report
On the first of each month, WebRun pulls enrollment counts, capacity rates, and tuition revenue from Jackrabbit Class and posts a clean summary to your management Slack channel.
Jackrabbit Class›Google Sheets›Slack
Automated Swim Make-Up Lesson Scheduling
When a student misses a lesson, WebRun checks iClassPro for eligible make-up slots, drafts an offer to the family, and reminds staff before the make-up window expires.
iClassPro›Gmail›Slack
Automated Swim Level Advancement Re-enrollment
When an instructor marks a student as ready to advance in iClassPro, WebRun drafts a re-enrollment invitation for the next level and alerts staff to send it before the session fills.
iClassPro›Gmail›Slack
Automated Swim Lesson Reminders
Before each lesson, WebRun checks iClassPro for upcoming bookings, drafts reminder messages for enrolled families, and queues them for staff review before sending.
iClassPro›Gmail›Slack
Automated Swim School Lapsed Student Win-Back
Every week, WebRun scans iClassPro for students who have not attended or re-enrolled in over 60 days, drafts a warm win-back message for each family, and gives staff a prioritized outreach list.
iClassPro›Gmail›Slack
Automated Swim School Failed Payment Recovery
When a tuition payment fails in Jackrabbit Class, WebRun drafts a polite recovery email for the family and alerts your billing staff so the spot is not accidentally released.
Jackrabbit Class›Gmail›Slack
Automated Swim Lesson Absence Alerts
After each lesson session, WebRun checks iClassPro for marked absences and drafts a caring absence notification for each parent so they know what happened and what their options are.
iClassPro›Gmail›Slack
Automated Vacation Rental Early Check-In Upsell Offers
Before each upcoming check-in, WebRun checks your calendar for a gap before the guest arrives, then drafts a paid early check-in offer for qualifying guests.
Lodgify›Gmail›Google Sheets
Automated Vacation Rental Post-Checkout Review Requests
After each checkout, WebRun drafts a friendly review request for the guest, logs the send in Google Sheets, and keeps your Airbnb and Vrbo review scores growing consistently.
Guesty›Gmail›Google Sheets
Automated Vacation Rental Occupancy and Revenue Report
Every Monday, WebRun pulls occupancy rates, revenue, and average daily rates from Guesty or Hostaway and posts a concise performance report to Slack and logs the data in Google Sheets.
Hostaway›Slack›Google Sheets
Automated Vacation Rental Maintenance Issue Routing
When a guest or cleaner reports a maintenance issue in Guesty or via a form, WebRun categorizes it, finds the right vendor, and posts a work order to Slack for your team to dispatch.
Guesty›Slack›Google Sheets
Automated Vacation Rental Inquiry Speed-to-Lead Response
When a new inquiry arrives in Lodgify or Guesty, WebRun reads the dates and property, checks availability, and drafts a personalized reply with availability and pricing for your review.
Lodgify›Gmail›Google Sheets

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