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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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Automated Bike Shop Service Appointment Reminders
WebRun checks Ascend by Trek for service appointments booked for the next day and drafts a personalised reminder for each customer, ready for your team to review and send the afternoon before.
Ascend by Trek›Gmail›Slack
Automated Bike Shop Spring Tune-Up Outreach
Each spring, WebRun finds customers who have not visited in the past year in Lightspeed Retail and drafts a personalised tune-up outreach email for each one, ready for your team to review and send.
Lightspeed Retail›Mailchimp›Slack
Automated Bike Shop Review Requests After Service
After a service or repair job is closed in Lightspeed Retail, WebRun drafts a personalised review request for the customer and queues it for your team to approve and send.
Lightspeed Retail›Gmail›Slack
Automated Bike Repair Ready Notifications
When a repair job is marked ready in Lightspeed Retail, WebRun drafts a pickup notice for the customer and queues it for your team to approve and send.
Lightspeed Retail›Gmail›Slack
Automated Bike Shop Low-Stock Reorder Drafts
Every morning, WebRun checks Lightspeed Retail for parts and accessories below reorder threshold and drafts a purchase order for each supplier, ready for your buyer to review and submit.
Lightspeed Retail›Gmail›Slack
Automated Bike Shop Layaway Payment Reminders
WebRun checks Lightspeed Retail for layaway or financing agreements with a payment due in the next three days and drafts a friendly reminder for each customer, ready for your team to review and send.
Lightspeed Retail›Gmail›Slack
Automated Bike Shop Daily Sales and Service Report
Every morning, WebRun pulls the previous day's sales and service figures from Lightspeed Retail and posts a concise daily digest to your team Slack channel.
Lightspeed Retail›Slack
Automated Bakery Wholesale Standing Order Prep
Each week, WebRun pulls the standing order schedule from FlexiBake, builds a prep sheet for each wholesale account, and posts a consolidated production summary to Slack so your team knows what to bake.
FlexiBake›Google Sheets›Slack
Automated Bakery Wholesale Invoice Chaser
Every week, WebRun checks your accounting tool for overdue wholesale invoices, drafts a polite payment reminder for each account, and updates your chase log so you always know who owes what.
FlexiBake›QuickBooks›Gmail
Automated Cake Tasting Consultation Scheduling
When a tasting or consultation request comes in, WebRun checks your calendar for availability, drafts a scheduling email with proposed times, and logs the enquiry in your tracker so nothing gets missed.
BakeSmart›Google Calendar›Gmail
Automated Bakery Review Request Emails
A few days after a customer collects their order, WebRun checks BakeSmart for completed pickups and drafts a warm review request email for your approval before it goes out.
BakeSmart›Gmail›Google Sheets
Automated Bakery Custom Quote Follow-Up
Every morning, WebRun checks BakeSmart for unanswered custom cake quotes, identifies those sent more than two days ago with no reply, and drafts a warm follow-up email for your review before sending.
BakeSmart›Gmail›Google Sheets
Automated Bakery Order Ready Pickup Notices
When you mark an order as ready in BakeSmart, WebRun drafts a pickup notice to the customer with their order summary, collection window, and any balance due, for your quick review before sending.
BakeSmart›Gmail›Twilio
Automated Bakery Ingredient Reorder Alerts
Every morning, WebRun checks your ingredient stock levels in FlexiBake against your reorder thresholds, drafts a purchase order for low-stock items, and posts a reorder alert to Slack.
FlexiBake›Google Sheets›Slack
Automated Bakery Holiday Preorder Capacity Tracking
During peak holiday periods, WebRun checks your preorder totals in Cybake against your daily production capacity and alerts you in Slack when you are approaching your limit for any given date.
Cybake›Google Sheets›Slack
Automated Bakery Deposit and Balance Reminders
WebRun checks BakeSmart each morning for orders with unpaid deposits or outstanding balances approaching their pickup date, and drafts a polite payment reminder for each customer.
BakeSmart›Gmail›Google Sheets
Automated Daily Bakery Production Digest
Each morning, WebRun pulls the day's orders from Cybake, builds a consolidated production list by product and quantity, and posts the digest to your team's Slack channel before the first shift starts.
Cybake›Google Sheets›Slack
Automated Bakery Custom Order Confirmations
When a custom cake order lands in BakeSmart, WebRun drafts a personalised confirmation email with the order details, flavour choices, and pickup date for your review before sending.
BakeSmart›Gmail›Google Sheets
Automated Bakery Allergen Prep Sheet
Each morning, WebRun pulls orders with allergen flags or special dietary requirements from Cybake and builds a dedicated prep sheet for the kitchen team, highlighting every at-risk order before production starts.
Cybake›Google Sheets›Slack
Automated Hearing Aid Warranty Expiry Alerts
Every week, WebRun finds patients in Blueprint OMS whose hearing aid warranty expires within 90 days, drafts a proactive alert for each, and queues the drafts for staff review before any message is sent.
Blueprint OMS›Gmail›Google Sheets
Automated Audiology Patient Review Requests
Every morning, WebRun finds patients in Sycle who completed a visit in the past two to three days, drafts a review request message for each, and queues the drafts for staff review before any message is sent.
Sycle›Gmail›Google Sheets
Automated Hearing Aid Repair Status Updates
Every morning, WebRun checks Blueprint OMS for open hearing aid repair orders, drafts a status update for patients whose repair has been pending for three or more days, and queues every draft for staff review before sending.
Blueprint OMS›Gmail›Google Sheets
Automated Audiology Patient Balance Reminders
Every week, WebRun finds patients in Sycle with overdue balances, drafts a polite payment reminder for each, and queues every draft for staff review before any message is sent.
Sycle›Gmail›Google Sheets
Automated Audiology No-Show Recovery
Every afternoon, WebRun finds patients who missed their audiology appointment that day in Sycle, drafts a friendly recovery message for each, and queues the drafts for staff review before sending.
Sycle›Gmail›Google Sheets

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