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 Move-Out Inspection Scheduling
WebRun checks Buildium for leases ending soon, drafts an email to each departing tenant in Gmail proposing a move-out inspection time for your review, and sends you a Telegram list of inspections to lock in so no unit is handed back unchecked.
Automated Maintenance SLA Breach Alerts
WebRun checks your Propertyware work orders every hour, finds the ones open past their target response or completion time, logs each breach with the unit and age in a Google Sheet, and alerts your team in Slack so slow jobs get pushed before tenants complain.
Automated Lease Renewal Forecasting
WebRun reads your AppFolio leases each week, groups every lease expiring over the next few months by month and property, logs the forecast into a Google Sheet, and posts your team a Slack digest so you can plan renewals and turnovers before the crunch hits.
Automated DoorLoop Application Tracking
WebRun checks your DoorLoop rental applications every few minutes, reads where each one is in screening, logs the stage and what is missing into a Google Sheet, and posts your leasing team a Slack note when an application is ready for a decision.
Automated AppFolio Delinquency Tracking
WebRun opens your AppFolio Delinquency report each morning, lists every tenant past due with the balance and days late, notes who already owes a late fee, and posts your team a Slack digest ranked by how much is outstanding.
Automated Tulip Machine Downtime Digest
WebRun reads yesterday's machine downtime from your Tulip analytics each morning, totals the lost time by station and reason, logs it to Google Sheets, and posts your team a Slack downtime digest.
Automated Supplier Lead-Time Slip Alerts
WebRun reviews your open Unleashed purchase orders each Monday, compares promised dates against the dates suppliers actually quoted, logs the slips to Google Sheets, and alerts you on Telegram.
Automated Odoo Shipped vs Planned Report
WebRun reads today's manufacturing orders from Odoo each night, compares units completed against what was planned, logs the gap to Google Sheets, and posts your team a Slack shipped-vs-planned report.
Automatic Raw Material Reorder Alerts
WebRun checks MRPeasy each morning for raw materials at or below their reorder point, builds a running watchlist in Google Sheets, and posts the at-risk materials to Slack.
Automated Cetec ERP Overdue Work Orders
WebRun checks your Cetec ERP work orders each morning, finds the ones past their ship date or behind schedule, logs them to Google Sheets, and sends your floor lead a Telegram chase list.
Automated MRPeasy Material Reorder Drafts
WebRun checks MRPeasy each morning for materials below their reorder point, drafts a purchase order to the right vendor for your buyer to approve in Gmail, and posts the shortage list to Slack.
Automated Late Order Customer Notices
WebRun checks your Fulcrum jobs each morning for orders that will ship late, drafts a heads-up email to each customer for your team to approve in Gmail, and posts the at-risk orders to Slack.
Automated Katana Production Status Digest
WebRun reads your Katana manufacturing orders each morning, captures each one's status and due date, logs them to a Google Sheet, and posts your team a Slack digest of what is blocked or running late.
Automated Odoo Inventory Valuation Snapshot
WebRun reads the Odoo inventory valuation each night, splits the value across raw materials, work in progress, and finished goods, snapshots it to Google Sheets, and sends you a Telegram summary.
Automated Fulcrum Scrap and Reject Report
WebRun pulls last week's scrap and non-conformance data from Fulcrum, works out the reject rate by part and work area, logs it to Google Sheets, and posts your quality team a Slack scorecard.
Automated Fishbowl to Shopify Stock Sync
WebRun reads finished-goods quantities from Fishbowl every hour, compares them against your Shopify listings, stages the stock updates for you to approve, and posts any mismatches to Slack.
Shopify›Automated Katana BOM Cost Change Alerts
WebRun checks your Katana product recipes each night, spots components whose average cost has moved, recalculates the affected build costs, logs the changes to Google Sheets, and alerts your team on Slack.
Automated Applied Epic Renewal Tracking
WebRun checks your Applied Epic renewals list each morning, pulls every policy whose X-date is inside your window, captures the carrier, premium, and producer, logs them to a sheet, and posts your team a ranked Slack list of which renewals to work today.
Automated AgencyZoom Quote Follow-Up
WebRun checks your AgencyZoom pipeline each morning for quotes that have sat without a reply, drafts a friendly follow-up email to each prospect in Gmail, leaves every message unsent for the producer to review, and posts a Slack list of quotes that need a nudge.
Automated HawkSoft Missing Application Info Chasing
WebRun reviews in-progress applications in HawkSoft each morning, finds the ones missing required fields or documents, drafts a friendly client note requesting exactly what is missing in Gmail, and posts your team a Slack list of applications held up by incomplete info.
Automated Jenesis Lapsed Policy Win-Back
WebRun reviews your Jenesis book each week for policies that lapsed or cancelled, drafts a warm win-back email to each former client in Gmail, leaves every message unsent for a producer to review, and posts your team a Slack list of accounts worth re-engaging.
Automated EZLynx Renewal Reminders
WebRun reads your EZLynx book each morning, finds policies expiring in the next 30 days, and drafts a friendly renewal reminder email to each insured in Gmail, leaving every message unsent for a producer to review and send.
Automated DocuSign Application Chasing
WebRun checks DocuSign each morning for application and ACORD envelopes still waiting on a signer, pulls who is holding each one up, drafts a friendly follow-up nudge in Gmail, and posts your team a Slack list of envelopes that need a push.
Automated AMS360 Cross-Sell Gap Flags
WebRun reviews your AMS360 accounts each week, spots clients who hold only one line of business, flags likely coverage gaps and cross-sell openings, logs each with a suggested line, and posts producers a Slack list of accounts worth a rounding conversation.
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