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 Consignment Intake Appointment Scheduling
When a consignor requests a drop-off appointment, WebRun checks your availability, drafts a confirmation with a time slot, and queues it for staff review before the consignor hears back.
Ricochet›Google Calendar›Gmail›+1
Automated Consignment Expiry Reminders
Before a consignment period ends, WebRun drafts a reminder for each consignor with expiring items and queues it for staff review, so nothing lapses without notice.
Ricochet›Gmail›Slack
Automated Consignment Daily Sales Report
Every morning, WebRun pulls yesterday's sales from your consignment system, summarizes revenue, top-selling categories, and payout liabilities, then posts the digest to your team Slack channel.
SimpleConsign›Google Sheets›Slack
Automated Consignor Account Statement Drafts
At the end of each payout period, WebRun pulls each consignor's sales and balance data, drafts a detailed account statement email, and queues it for staff review before any statement goes out.
Resaleworld›Gmail›Slack
Automated Consignment Aged Inventory Report
Every week, WebRun scans your active inventory for items that have been on the floor beyond your aging threshold, logs the full aged-inventory list, and posts a digest to your team so you can take action before items expire.
Resaleworld›Google Sheets›Slack
Automated Weekly Coaching Client Digest
Every Monday morning, WebRun pulls a snapshot of each active client's session history, upcoming appointments, and open action items and posts you a clean digest in Slack.
CoachAccountable›Paperbell›Slack
Automated Coaching Testimonial Request Emails
When a client completes a coaching programme in Paperbell, WebRun drafts a warm testimonial request email so you can gather social proof at the moment their results are freshest.
Paperbell›Gmail›Google Sheets
Automated Coaching Session Reminders
Before each scheduled session, WebRun checks your coaching calendar, drafts a personalised reminder for each client, and queues it for your review before sending.
Paperbell›Google Calendar›Gmail
Automated Coaching Programme Renewal Reminders
WebRun checks Paperbell each week for programmes approaching their end date and drafts a warm renewal conversation starter in Gmail for each client, giving you time to offer a next step.
Paperbell›Gmail›Google Sheets
Automated Coaching Package Expiry Reminders
WebRun checks Paperbell each week for clients with unused session credits nearing expiry, then drafts a personalised nudge for each one to book before their credits lapse.
Paperbell›Gmail›Google Sheets
Automated Coaching Invoice Chaser
WebRun checks your coaching billing platform and Stripe each week for overdue invoices and drafts a polite, professional chase email for each outstanding client balance.
Practice Better›Stripe›Gmail
Automated Coaching Lead Nurture Sequence
When a new lead fills in your enquiry form, WebRun reviews their responses and drafts a personalised follow-up sequence in Gmail to move them toward booking a discovery call.
Paperbell›Gmail›Google Sheets
Automated Coaching Lapsed Client Winback
WebRun identifies coaching clients who have not had a session or active package in 90 or more days and drafts a warm, personalised re-engagement email for each one.
CoachAccountable›Gmail›Google Sheets
Automated Coaching Intake Questionnaire Collection
When a new client books in Paperbell or Practice Better, WebRun checks whether their intake form is complete and drafts a polite chase email for anyone who has not yet submitted it.
Practice Better›Paperbell›Gmail
Automated Coaching Failed Payment Recovery
When a payment fails in Paperbell or Stripe, WebRun drafts a polite recovery email and logs the issue so you can follow up before the client loses access to their programme.
Paperbell›Stripe›Gmail
Automated Coaching Discovery Call Follow-Up
After a discovery call, WebRun reviews the prospect's intake notes, drafts a personalised follow-up email with your programme details, and queues it for your review before sending.
Paperbell›Gmail›Google Sheets
Automated Coaching Client Accountability Check-Ins
Mid-week, WebRun drafts a personalised accountability check-in for each active client, prompting them on their stated goals and action items from their last session.
CoachAccountable›Gmail›Google Sheets
Automated Cleaning Business Weekly Revenue Report
Every Monday, WebRun pulls last week's completed jobs and revenue from your scheduling software, summarises performance by service type and crew, and posts the report to Slack.
Jobber›Google Sheets›Slack
Automated Cleaning Shift Coverage Outreach
When a cleaner calls out or a shift goes unassigned, WebRun scans your available staff roster and drafts coverage outreach so the job stays on.
ZenMaid›Twilio›Slack
Automated Cleaning Supply Reorder Alerts
WebRun tracks supply levels against your upcoming job schedule, drafts a purchase order when stock runs low, and alerts your team before a shortage affects a client visit.
Swept›Google Sheets›Slack
Automated Post-Clean Review Requests
After every completed job, WebRun drafts a personalised review request for the client so you build your reputation without chasing feedback manually.
Jobber›Gmail›Slack
Automated Cleaning Recurring Rebooking Reminders
WebRun spots clients whose recurring clean cadence has lapsed and drafts a personalised rebooking nudge, keeping your schedule full without manual follow-up.
ZenMaid›Gmail›Slack
Automated Cleaning Quote Follow-Up
WebRun tracks quotes sent to prospective clients, drafts a timely follow-up for any that have not responded, and alerts your team so no opportunity goes cold.
Jobber›Gmail›Slack
Automated Post-Clean Quality Check-In
After each job, WebRun drafts a short quality check-in message to the client so you catch any concerns before they become a bad review.
Aspire›Gmail›Slack

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