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 Commission Statement Reconciliation
WebRun reads each carrier commission statement from your inbox, matches every line to the expected commission in NowCerts, logs matches and discrepancies to a Google Sheet, and posts your team a Slack summary of underpaid, missing, or unexpected commissions to chase.
Automated NowCerts COI Request Drafting
When a certificate-of-insurance request lands in your inbox, WebRun reads the details, finds the matching policy in NowCerts, drafts the certificate request on the right ACORD form, and posts your team the request to review and issue.
Automated HawkSoft Claims Status Digest
WebRun reviews your open claims in HawkSoft each morning, captures the status, carrier, and last activity for each, flags the ones with no movement, and posts your team a Slack digest of which claims need a follow-up today.
Automated AMS360 Carrier Download Reconciliation
WebRun reviews the overnight carrier downloads in AMS360 each morning, checks each policy transaction against the agency record, flags the ones that did not match or need a suspense worked, and posts your team a Slack list of download exceptions to clear.
Automated Applied Epic Annual Review Outreach
WebRun reviews your Applied Epic book each morning for clients reaching their annual review month, drafts a warm check-in email inviting each to a coverage review in Gmail, leaves every message unsent, and posts producers a Slack list of reviews to schedule.
Automated Zen Planner Member Win-Back
WebRun checks Zen Planner each week for members who have not checked in for a while, drafts a warm win-back message to each in Gmail, and posts your team a Slack list of who has gone quiet so you can pull them back.
Automated Mindbody Membership Renewals
WebRun checks Mindbody each morning for memberships expiring soon, drafts a friendly renewal reminder to each member in Gmail, and posts your team a Slack list of who is up for renewal and by when.
Automated Class Attendance Reporting
WebRun reviews last week's attendance in Pike13, logs how full each class ran into a Google Sheet, and posts your team a Telegram digest of the classes and time slots that are consistently under-attended.
Automated Glofox Failed Payment Recovery
WebRun checks the Glofox Failed Payment report each morning, drafts a polite update-your-card message to each affected member in Gmail, and posts your team a Slack list of failed payments to recover.
Automated Mariana Tek Waitlist Fill
WebRun watches Mariana Tek for spots that open in nearly-full classes, drafts a heads-up to the next member in line in Gmail, and pings your team on Telegram so an empty spot gets claimed before class.
Automated Class Credit Expiry Reminders
WebRun checks WellnessLiving each morning for session passes with credits about to expire, drafts a friendly use-it reminder to each member in Gmail, and posts your team a Slack list of who has credits at risk.
Automated Tuition Payment Reminders
WebRun checks Blackbaud Tuition Management each week, finds the family accounts with a past-due balance, drafts a polite reminder for each, and posts your business office the list. You review and send the ones you want.
Automated Parent-Teacher Conference Booking
When a parent submits a conference request, WebRun reads it in Schoology, checks your free slots on Google Calendar, and drafts a reply offering two or three times. You pick one and send, and the booking is yours to confirm.
Automated Destiny Overdue Book Notices
WebRun checks your Follett Destiny overdue report each morning, lists the students with library books or textbooks past due, drafts a friendly notice to each guardian, and posts your librarian the list to review and send.
Automated IEP and 504 Deadline Reminders
WebRun checks Frontline Special Programs each morning, finds the IEP and 504 reviews, evaluations, and meetings coming due, adds them to a shared calendar, and posts your special-education team a Slack list of what is due this week.
Automated Course Evaluation Reminders
WebRun checks your Canvas course-evaluation response rates each night during the survey window, finds the sections lagging behind, and drafts a friendly reminder for each class, so you can send a nudge and lift completion before the survey closes.
Automated Canvas Missing-Work Notices
WebRun checks your Canvas gradebook each morning, finds students with missing submissions past their due date, drafts a short, warm note to each guardian, and posts you the list. You read and send the ones you want.
Automated Attendance Anomaly Alerts
WebRun pulls today's attendance from PowerSchool each morning, spots the students whose pattern looks off, like a spike in absences or a tardy streak, logs each case, and posts your office team a Slack list to follow up on.
Automated At-Risk Student Early Warning
WebRun pulls grades and missing work from PowerSchool and Google Classroom each week, finds students slipping on more than one signal, and posts your support team a Slack digest, so the right people can step in before a student falls behind.
Automated Per-Account Ticket Volume Digest
Every Monday, WebRun tallies last week's support tickets per account in HubSpot, logs the counts and trend in Google Sheets, and posts each CSM a Slack digest of their accounts by ticket volume so support pain becomes a CS signal.
Automated Catalyst Success Plan Milestone Digest
Every Monday, WebRun checks Catalyst for success-plan milestones that are overdue or due this week, ranks them by account value and days late, and posts each CSM a Slack digest so the goals you promised customers stay on track.
Automatic Executive Sponsor Change Alerts
Every morning, WebRun cross-checks your key sponsors in Gainsight against contact activity in HubSpot, spots the ones who look to have changed roles or gone dark, and alerts the owning CSM in Slack so a champion exit gets covered before renewal.
Automatic Seat Utilization Alerts
Every Monday, WebRun checks ChurnZero for accounts using only a fraction of their licensed seats, ranks them by wasted spend and renewal date, and posts the owning CSM a Slack list so low utilization gets fixed before it becomes a downgrade.
Automated Red Account Standup Digest
Every morning, WebRun pulls your red-health accounts from Vitally, notes what tipped each one and what changed overnight, and posts the team a single Slack standup digest so the daily huddle opens on the accounts that need it most.
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