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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.

All categories
All categories
Automated Art Gallery Hold Follow-Up
Every morning, WebRun checks Artlogic for artworks on hold or reserve, identifies holds nearing expiry, and drafts a follow-up for each collector for your team to review and send.
Artlogic›Gmail›Slack
Automated Art Gallery Artist Sales Statements
At the end of each month, WebRun compiles sales data from Artlogic for each represented artist and drafts a clear, accurate sales statement for your team to review and send.
Artlogic›Gmail›Slack
Automated Art Fair Lead Follow-Up
After an art fair, WebRun reads your lead notes from Artlogic, drafts personalised follow-up emails for each contact, and queues them in Gmail for your team to review and send while the conversations are still fresh.
Artlogic›Gmail›Slack
Automated Art Gallery Aged Inventory Report
Every Monday, WebRun scans Artlogic for artworks that have been available for 90 days or more, builds an aged inventory report in Google Sheets, and posts a prioritised list to Slack for your team to review.
Artlogic›Google Sheets›Slack
Automated Weekly Fire Deficiency Report
Every week, WebRun pulls all open deficiencies from Inspect Point, updates your master tracker in Google Sheets with age and status, and posts a digest to your operations team in Slack so nothing falls through the cracks.
Inspect Point›Google Sheets›Slack
Automated Fire Tech Certification Expiry Tracker
WebRun monitors technician certifications and state fire protection licenses in a Google Sheet, alerts your operations manager to anything expiring in the next 60 days, and drafts a reminder to each affected technician so renewals happen before a job or audit requires it.
Google Sheets›Gmail›Slack
Automated Fire Inspection Review Requests
After each completed fire inspection or service call, WebRun drafts a review request email to the property contact and queues it for your team to send, so satisfied customers leave feedback that builds your reputation.
Inspect Point›Gmail›Google Sheets
Automated Fire Parts Reorder Alerts
WebRun monitors your parts and materials inventory in BuildOps, identifies items below reorder threshold, drafts a purchase order for your supplier, and alerts your operations manager in Slack before a job is affected.
BuildOps›Google Sheets›Slack
Automated Fire Service Invoice Chaser
WebRun finds fire inspection and service invoices past their due date in QuickBooks, drafts a polite reminder to each customer, and posts your office team a weekly list of who still has not paid.
QuickBooks›Gmail›Slack
Automated Fire Protection Lead Response
When a new lead submits a contact form or inquiry for fire inspection or system service, WebRun drafts a professional response and alerts your sales team in Slack so the lead gets a reply before a competitor does.
BuildOps›Gmail›Slack
Automated Fire Inspection Report Distribution
After each fire inspection is completed in Inspect Point, WebRun prepares a draft email with the signed report attached and queues it for your team to send to the property owner, facility manager, and any required contacts.
Inspect Point›Gmail›Google Sheets
Automated Fire Inspection Reminders
WebRun checks which properties are coming up for their annual or semi-annual fire inspection, drafts a reminder to each customer, and posts your team a daily list of what is due this week.
Inspect Point›Gmail›Slack
Automated Fire Re-Inspection Scheduling
When a fire inspection finds failed items in Inspect Point, WebRun drafts a re-inspection scheduling email to the customer, logs the failed items as open deficiencies, and alerts your dispatch team to book the follow-up visit.
Inspect Point›Gmail›Slack
Automated Fire Deficiency Quote Follow-Up
WebRun finds quotes for fire system deficiency repairs that have gone unanswered, drafts a polite follow-up for each customer, and flags the highest-value open quotes in Slack so your sales team can prioritize.
BuildOps›Gmail›Slack
Automated Fire Tech Daily Schedule Digest
Each morning, WebRun pulls the day's inspection and service jobs from BuildOps, builds a per-technician schedule with property addresses and job details, and posts each tech their assignments in Slack.
BuildOps›Google Sheets›Slack
Automated Fire Service Contract Renewal Reminders
WebRun finds annual fire inspection and service contracts expiring in the next 60 days, drafts a renewal offer for each customer, and alerts your sales team so no contract lapses without a conversation.
BuildOps›Gmail›Slack
Automated AHJ Fire Inspection Deadline Tracker
WebRun monitors your Authority Having Jurisdiction submission deadlines across all active properties, alerts your team to anything due in the next 14 days, and flags overdue submissions before they become compliance violations.
Inspect Point›Google Sheets›Slack
Automated Unsold Consignment Pickup Reminders
When consignment periods end with unsold items, WebRun drafts a pickup or donation-waiver notice for each consignor and queues it for staff review before anything goes out.
Ricochet›Gmail›Slack
Automated Top Consignor VIP Outreach
Every month, WebRun identifies your top consignors by earnings, drafts a personalized VIP appreciation message for each, and queues it for staff review before any outreach goes out.
SimpleConsign›Gmail›Slack
Automated Store Credit Expiry Reminders
Before store credit expires, WebRun drafts a friendly reminder email for each customer with an expiring balance and queues it for staff approval before anything goes out.
SimpleConsign›Gmail›Slack
Automated Consignment Shop Review Requests
After a positive transaction, WebRun drafts a friendly review request for consignors or buyers and queues it for staff approval before any message goes out.
SimpleConsign›Gmail›Slack
Automated Consignment Markdown Schedule Flags
Every morning, WebRun scans your inventory for items that have passed their markdown trigger, flags them with the new price tier, and posts the list internally for staff to apply in your point-of-sale system.
Resaleworld›Google Sheets›Slack
Automated Consignment Payout Notices
When a consignor's balance reaches your payout threshold, WebRun drafts a personalized payout-ready notice and queues it for your review before anything goes out.
SimpleConsign›Gmail›Slack
Automated New Consignor Onboarding Emails
When a new consignor is added to your system, WebRun drafts a personalized welcome email with your policies and intake instructions, and alerts your team in Slack to follow up.
SimpleConsign›Gmail›Slack

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