Templates
Workflow templates.
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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 Process Serving Deadline Tracking
WebRun checks ServeManager each morning for jobs nearing their serve-by date, flags anything due within 48 hours, and posts a prioritized deadline list to Slack so nothing slips.
Automated Rush Process Serving Job Alerts
WebRun monitors ServeManager throughout the day for new jobs flagged as rush, then immediately posts an alert to Slack and texts the on-call server via Twilio so rush cases are picked up within minutes.
Automated Process Serving Lead Follow-Up
WebRun checks your lead inbox and quote log each morning for unanswered quote requests, drafts a timely follow-up email for each, and posts a lead list to Slack so your team knows where things stand.
Automated Process Serving Invoice Chaser
WebRun finds overdue invoices in QuickBooks each week, drafts polite payment reminders for each client, and posts a chase list to Slack so nothing stays unpaid by accident.
Automated Process Serving Job Intake Routing
When a new job lands in ServeManager, WebRun reads the location and job type, identifies the best available server, assigns the job, and posts a Slack alert to the team so the case gets moving without manual triage.
Automated Process Serving Completed Serve Billing
WebRun checks ServeManager each day for newly completed jobs, drafts an invoice in QuickBooks for each, and leaves the draft for your review before it is sent to the client.
Automated Client Weekly Status Report for Process Servers
Every Monday, WebRun pulls each client's open jobs from ServeManager, summarizes attempt counts, completion rates, and pending items, and drafts a weekly status email for your review.
Automated Process Serving Client Status Updates
After each service attempt is logged in ServeManager, WebRun drafts a concise status email to the client with the attempt detail, leaving it in Gmail for your review before sending.
Automated Affidavit Completion Chaser for Process Servers
WebRun scans ServeManager each morning for completed serves missing a filed affidavit, then drafts a reminder email to the server asking them to upload the proof of service.
Automated PR Weekly Client Status Digest
Each Friday, WebRun pulls the week's activity from your coverage log and campaign tracker, drafts a clear weekly status email per client in Gmail, and leaves every message unsent for the account lead to review before it goes to the client.
Automated PR Reporter Query Routing
When a reporter query lands, WebRun reads the topic, matches it to the right client account and subject-matter expert, logs the opportunity in Google Sheets, and pings the correct team member in Slack so nobody misses a journalist on deadline.
Automated Press Release Distribution Prep
Before a press release goes out, WebRun checks the draft in Prowly for completeness, confirms the media list is assembled, and drafts the covering pitch email in Gmail, leaving it unsent for the account lead to review and approve.
Automated PR Agency Invoice Chaser
Every Monday, WebRun finds overdue client invoices in QuickBooks, drafts a polite payment reminder for each overdue account in Gmail, and posts an outstanding balance summary to Slack so the account director knows who still needs to pay.
Automated PR New Business Lead Follow-Up
Every morning, WebRun checks your new-business pipeline in Google Sheets for prospects who have gone quiet, drafts a personalised follow-up for each in Gmail, and posts a Slack list of leads needing a nudge so no opportunity goes cold.
Automated PR Media Pitch Follow-Up
WebRun checks your Muck Rack pitch log each morning, finds journalists who have not replied within your follow-up window, drafts a short, personalised nudge for each in Gmail, and leaves every message unsent for you to review before sending.
Automated PR Journalist Media List Refresh
Every week, WebRun cross-checks your journalist contact lists in Muck Rack against recent beat changes and outlet moves, flags stale or inaccurate contacts in a Google Sheet, and posts a Slack summary so your team always pitches the right person.
Automated PR Embargo and Deadline Tracker
Every morning, WebRun checks your embargo and announcement schedule in Google Sheets, surfaces anything going live in the next 48 hours, and posts a prioritised alert to Slack so your team is fully prepped before every deadline.
Automated PR Media Coverage Monitoring Digest
Every morning, WebRun pulls fresh media mentions for all your clients from Cision, de-duplicates them, and posts a clean organised digest to Slack so your team starts the day knowing what coverage landed overnight.
Automated PR Client Coverage Report
WebRun pulls the month's media mentions from Cision and your coverage log, tallies reach, sentiment, and top outlets, and drafts a client-ready coverage report in Google Docs for your team to review before sending.
Automated PR Brand Sentiment Spike Alert
Every few hours, WebRun checks Cision for unusual spikes in client brand mentions, measures sentiment shift, and posts an immediate Slack alert to the account team when negative coverage or mention volume crosses your threshold.
Automated PR Award and Speaking Deadline Tracker
Every Monday, WebRun scans your award and speaking opportunity tracker in Google Sheets for deadlines in the next two weeks, checks draft entry status for each in Prowly, and posts a prioritised Slack alert so your team submits every opportunity on time.
Automated Pool Service Revenue by Route Report
Every Monday, WebRun pulls completed job revenue from Jobber, breaks it down by route and technician, logs the results to a Google Sheet, and posts a clean summary to Slack so you know which routes are carrying their weight.
Automated Pool Service Visit Reminders
Before each scheduled stop, WebRun drafts a heads-up text or email for the customer, confirms the technician assignment, and flags any access notes so nothing is missed on arrival.
Automated Pool Opening and Closing Scheduling
As the season approaches, WebRun drafts outreach to your active customers inviting them to schedule their pool opening or closing, and shows you the slots filling up so you can plan technician capacity.
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