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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 Laundry Post-Service Review Requests
A day after an order is collected in Curbside Laundries, WebRun drafts a polite review request for each customer and holds it for your approval before any message is sent.
Curbside Laundries›Gmail›Twilio
Automated Laundry Order Ready Notifications
When CleanCloud marks an order complete, WebRun drafts a personalised pickup notice for you to approve and send, so no customer is left wondering where their clothes are.
CleanCloud›Gmail›Twilio
Automated Laundry New Customer Welcome Emails
When a new customer completes their first order in Cents, WebRun drafts a warm welcome message with a return-visit offer for your approval, turning a one-time visitor into a regular.
Cents›Mailchimp›Slack
Automated Laundry Lost and Found Item Tracker
When a lost or found item is logged in CleanCloud, WebRun records it in a Google Sheet, matches it against open reports, and posts an update to your internal Slack channel so every item gets resolved and nothing slips through.
CleanCloud›Google Sheets›Slack
Automated Laundry Lapsed Customer Win-Back
Every week, WebRun finds customers in CleanCloud who have not placed an order in 60 days, drafts a friendly win-back message with a come-back offer, and holds it for your approval before sending.
CleanCloud›Mailchimp›Slack
Automated Laundry Failed Payment Recovery
When a payment fails in Cents, WebRun drafts a polite recovery message and a retry link for your review, so you can chase balances quickly and professionally without chasing them manually.
Cents›Gmail›Slack
Automated Laundry Daily Sales Report
Every evening, WebRun pulls the day's revenue, order count, and service breakdown from Cents and posts a clean digest to Slack and a running log to Google Sheets, so you always know how the day went.
Cents›Google Sheets›Slack
Automated Commercial Laundry Account Invoicing
Every week, WebRun totals up the laundry volume for each business account in CleanCloud, drafts a clean invoice in QuickBooks, and holds it for your approval before sending to the client.
CleanCloud›QuickBooks›Gmail
Automated Interior Design Vendor Quote Requests
WebRun pulls your product selections from DesignFiles, drafts a professional quote request email for each trade vendor, and logs each request in a tracking sheet so nothing gets missed.
DesignFiles›Gmail›Google Sheets
Automated Unbilled Hours Invoicing for Designers
WebRun finds unbilled time entries in DesignFiles, calculates the totals per project and client, and creates ready-to-send invoice drafts in Houzz Pro so no billable hour slips through.
DesignFiles›Houzz Pro›Slack
Automated Interior Design Sample Return Tracking
WebRun tracks fabric and sample return deadlines from your Google Sheet, posts an internal daily alert as due dates approach, and drafts a courtesy return reminder to clients when a sample has been out too long.
Google Sheets›Slack›Gmail
Automated Interior Design Receiving and Damage Log
WebRun updates your receiving and damage inspection log in Google Sheets as items arrive, flags any damage notes against the relevant Mydoma Studio order, and posts a Slack alert when something needs immediate attention.
Mydoma Studio›Google Sheets›Slack
Automated Houzz Pro Proposal Follow-Up
WebRun checks your Houzz Pro proposals for unsigned estimates, drafts a polite follow-up to each client, and posts you a daily list of who still needs to sign.
Houzz Pro›Gmail›Slack
Automated Interior Design Client Status Updates
Every week, WebRun pulls the latest milestones, deliveries, and open items from your Mydoma Studio projects and drafts a clear, professional status update for each active client, ready for your review before sending.
Mydoma Studio›Gmail›Slack
Automated Interior Design Procurement Tracking
WebRun checks your open purchase orders in Mydoma Studio, looks up vendor shipping and status updates, and posts a daily digest to Slack so you always know where every item stands.
Mydoma Studio›Google Sheets›Slack
Automated Interior Design Review Request Emails
When a project is marked complete in Houzz Pro, WebRun drafts a personalised review request email for the client and posts you a Slack reminder so you can send it at the perfect moment.
Houzz Pro›Gmail›Slack
Automated Interior Design Invoice Reminders
WebRun checks your Houzz Pro projects for upcoming and overdue milestone invoices, drafts a polite payment reminder for each client, and posts you a Slack list so every invoice gets chased on time.
Houzz Pro›Gmail›Slack
Automated Interior Design Install Day Prep
WebRun checks your upcoming installs in Houzz Pro, pulls the project schedule and delivery status from your procurement tracker, and posts your team a prep digest the morning before each installation day.
Houzz Pro›Google Sheets›Slack
Automated Interior Design Lead Follow-Up
After a consultation call, WebRun pulls the lead from your Houzz Pro CRM, drafts a warm follow-up email, and logs the contact in a tracking sheet so no prospective client falls through the cracks.
Houzz Pro›Gmail›Google Sheets
Automated Interior Design Backorder Client Updates
WebRun finds backordered items across your Mydoma Studio orders, drafts a clear client update email for each affected project, and posts you a Slack alert so every client hears from you before they have to ask.
Mydoma Studio›Gmail›Slack
Automated Home Care Weekly Census Report
Every Monday, WebRun pulls the current active-client census from WellSky, breaks it down by service type, payer, and geography, and posts a concise digest to Slack and a detailed sheet to Google Sheets for leadership review.
WellSky›Google Sheets›Slack
Automated Home Care Open Shift Filling
When an open shift appears in AlayaCare, WebRun identifies qualified available caregivers, drafts individual outreach messages for a coordinator to review, and logs the fill attempt in Google Sheets.
AlayaCare›Google Sheets›Gmail
Automated Home Care Private-Pay Invoice Chaser
Every Monday, WebRun finds overdue private-pay invoices in QuickBooks, and drafts a polite payment reminder email for each family for a billing coordinator to review and send.
QuickBooks›Google Sheets›Gmail
Automated Caregiver Overtime Risk Digest
Every morning, WebRun scans AxisCare for caregivers approaching weekly overtime thresholds and posts an internal Slack digest so schedulers can rebalance shifts before overtime costs accrue.
AxisCare›Google Sheets›Slack

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