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.
Automated Golf Pro Shop Reorder Alerts
Every morning, WebRun checks pro shop inventory in Lightspeed Golf, identifies items below reorder threshold, and drafts a purchase order for your buyer to review and send.
Automated Golf Club Member Statement Drafts
At the start of every month, WebRun pulls each member's charges from Club Caddie, compiles a statement, and queues it as a Gmail draft for staff review before sending.
Automated Golf Lesson Reminder Emails
The evening before each lesson, WebRun drafts a friendly reminder for the student and posts a daily lesson schedule to your pro in Slack.
Automated Golf Club Lapsed Member Win-Back
Every week, WebRun finds members who have recently let their membership lapse and drafts a personalized win-back offer for staff to review and send.
Automated Golf Course Post-Round Review Requests
The evening after a round, WebRun identifies golfers who played that day, drafts a personalized review request for each, and queues them for staff approval before sending.
Automated Golf Dues Payment Recovery
When a member's dues payment fails, WebRun drafts a courteous recovery email for staff review so you can resolve the issue before the membership lapses.
Automated Golf Club Event Lead Follow-Up
When a banquet or event inquiry comes in, WebRun drafts a personalized follow-up for your events team to review and send, so no lead sits unanswered overnight.
Automated Funeral Home Weekly Caseload Report
Every Monday, WebRun pulls the prior week's case and revenue data from CRakn, compiles a concise caseload and revenue digest, and posts it to Slack so ownership has the numbers before the week begins.
Automated Funeral Vendor Coordination Digest
WebRun pulls upcoming service details from Passare, compiles each vendor's assignment into one internal coordination digest, and posts it to Slack so your team can confirm coverage without a single phone call.
Automated Funeral Pre-Need Lead Follow-Up
When a pre-need inquiry arrives through FrontRunner Professional, WebRun drafts a warm, informative follow-up for your counselor to review and send, then tracks the lead in Google Sheets.
Automated Funeral Permit Deadline Tracker
WebRun monitors your Passare cases for death certificate and permit filing deadlines, flags anything due within 48 hours, and posts a daily alert to Slack so your team can act before a deadline is missed.
Automated Funeral Outstanding Balance Follow-Up
WebRun finds outstanding balances in CRakn, drafts a sensitive payment reminder for each family, and queues every message for director review before anything is sent.
Automated Funeral Obituary Publishing Checklist
When a new case is opened in Passare, WebRun builds a checklist of every obituary submission step, drafts the obituary copy for review, and tracks completion across your website and local papers.
Automated Funeral Insurance Claim Tracker
WebRun monitors your CRakn cases for insurance assignments and claim submissions, flags any that are overdue or awaiting action, and posts a weekly status digest to Slack for your team.
Automated Funeral At-Need Case Intake Routing
When a new at-need inquiry arrives through FrontRunner Professional, WebRun gathers the key intake details, opens a case record in Passare, and immediately routes an alert to the on-call director.
Automated Funeral Service Detail Confirmation
WebRun reviews the arrangement details in Passare, drafts a clear service confirmation for the family, and flags any gaps for the director to resolve before anything is sent.
Automated Funeral Anniversary Remembrance Outreach
WebRun monitors your Passare case history, drafts a compassionate first-anniversary remembrance message for each eligible family, and queues it for director review well before the date arrives.
Automated Funeral Home Aftercare Follow-Up
WebRun monitors your Passare cases for services that have concluded, then drafts compassionate aftercare check-in messages for your review before anything reaches the family.
Automated Funeral Acknowledgment Card Drafts
WebRun reads the service details and contributor list from Passare, drafts personalized sympathy acknowledgment card messages for the family's review, and queues them for approval before any are printed or sent.
Automated Florist Wedding Proposal Follow-Up
WebRun checks Details Flowers for proposals that have gone quiet, drafts a warm follow-up for each couple, and queues them for your review before anything is sent.
Automated Florist Sympathy Order Routing
When a sympathy or funeral order comes in through Floranext, WebRun reads the service date and delivery details, flags it as a priority order, assigns it to a designer queue, and posts an internal alert to Slack so nothing is missed.
Automated Florist Stem Reorder Purchase Order
WebRun reviews your upcoming event recipes in Details Flowers, checks current stock levels, calculates what needs reordering from your Komet Sales wholesaler, and drafts a purchase order for your approval.
Automated Florist Weekly Shrink and Waste Report
Every week, WebRun totals the stems written off in Komet Sales and your inventory records, calculates the shrink cost by variety, and posts a clear waste report to Slack so you can buy smarter and reduce write-offs.
Automated Florist Recurring Corporate Account Orders
WebRun checks Floranext for corporate house accounts with recurring weekly or monthly orders due soon, drafts the order and an accompanying email for each account, and queues both for your approval before anything is placed or sent.
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