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 Gainsight QBR Scheduling
Every Monday, WebRun finds accounts due a QBR in Gainsight, builds a prep pack of health, adoption, and renewal facts in Google Sheets, and drafts a scheduling email to the sponsor in Gmail for the CSM to review and send.
Automated Totango Onboarding Escalations
Every morning, WebRun checks Totango for new accounts stuck on an onboarding step past its target, ranks them by days stalled and contract value, and escalates them to your team in Slack so a stalled launch gets unstuck before it sours.
Automated Custify NPS Detractor Save Plays
Every morning, WebRun finds fresh NPS detractors in Custify, reads each account's health and recent friction, drafts a personal save-play outreach in Gmail for the CSM to review, and alerts the owner in Slack so a bad score gets a human response within the day.
Automatic Expansion Opportunity Flags
Every Monday, WebRun scans Planhat for accounts showing expansion signals like high seat utilization and rising adoption, logs each opportunity with its trigger in Google Sheets, and posts the owning CSM a ranked upsell shortlist in Slack.
Automatic Auto-Renewal Advance Warnings
Every morning, WebRun finds contracts in Planhat whose auto-renewal notice deadline is approaching, checks each account's health, and warns the owning CSM in Slack so a customer is never surprised by a charge and the team never misses a notice window.
Automatic Customer Advocacy Candidate Flags
Every Monday, WebRun finds your healthiest, happiest accounts in Vitally, drafts a warm referral or review ask to each champion in Gmail for the CSM to review, and posts a Slack shortlist of advocacy candidates with why each one qualifies.
Automated ChurnZero Adoption Gap Nudges
Every Monday, WebRun finds accounts in ChurnZero that have never adopted a key feature, drafts a helpful enablement nudge to each in Gmail for the CSM to review, and posts the owner a Slack list so adoption gaps close before they become churn.
Automated Childcare Enrollment Digest
WebRun reviews your Procare waitlist and enrollment leads each week, finds the families waiting on a next step or sitting too long, and posts your team a Slack digest, so no prospective family slips through the cracks.
Automated Immunization Expiry Reminders
WebRun checks Procare each morning for children whose immunization records are expiring or already lapsed, logs each one, and drafts a friendly reminder to the family to send updated paperwork. Your director reviews and sends.
Automated Brightwheel Daily Report Recaps
WebRun pulls each child's day from Brightwheel every evening, the meals, naps, activities, and photos teachers logged, and drafts a friendly recap to each family. Your director gives them a quick read and sends.
Automated Tuition Autopay Failure Follow-Up
When tuition autopay runs in Lillio, WebRun checks for the charges that failed, logs each one, and drafts a gentle note to the family with how to update their payment. Your director reviews and sends, so collections stay friendly.
Automated DoorLoop Lease Renewal Offers
WebRun checks DoorLoop for leases ending soon, drafts a renewal offer email to each tenant in Gmail with the new term and rent for your review, and posts you a Slack list of who to renew and by when.
Automated Harvest Invoice Drafting From Time
Every week, WebRun reviews uninvoiced billable time in Harvest, drafts an invoice per client from those hours, leaves each unsent for your approval, logs the totals, and posts you a Slack summary of what is ready to bill.
Automated Rippling Document Expiry Reminders
Each morning, WebRun checks Rippling for employee documents and certifications nearing expiry, drafts a friendly reminder email to each person in Gmail for review, and posts HR a Slack digest of what is lapsing and when.
Automated Planhat Renewal Reminders
Every morning, WebRun checks Planhat for renewals coming due, reads each account's health and usage, drafts an outreach email to the customer in Gmail for your review, and posts the CSM a Slack list of renewals to work.
Automated Cin7 Cycle Count Variance Alerts
After each cycle count, WebRun reviews your Cin7 stocktake results, flags SKUs where the counted quantity does not match the system, logs the variances, and posts your team a Slack alert ranked by value at risk.
Automated Sessionize Speaker Confirmations
WebRun checks Sessionize for accepted speakers who have not confirmed yet, drafts a friendly reminder email to each in Gmail for you to review, and posts your team a Slack list of who is still outstanding.
Automated Instrumentl Grant Deadline Reminders
Every morning, WebRun checks your Instrumentl grant tracker, finds application and report deadlines coming up, adds a reminder to your team calendar, and posts a Slack list of what is due and when.
Automated Autodesk Build Submittal Tracking
WebRun checks your Autodesk Build submittals each morning, finds the ones overdue or waiting on a reviewer, logs the ball-in-court and due date for each, and posts your team a Slack list of what is holding up the log.
Automated Fieldwire Punch List Tracking
WebRun checks your Fieldwire punch list each morning, finds tasks open past their due date or sitting unassigned, logs them, and posts your team a Slack list of what is aging and who owns it.
Automated Raken Daily Report Digest
Every evening, WebRun reads the day's Raken field reports, pulls crew hours, progress, and delays into one sheet, and posts your team a short Slack digest of what happened on site.
Automated Buildertrend Change Order Follow-Up
WebRun finds Buildertrend change orders still awaiting client approval, drafts a polite follow-up for each homeowner, and posts your team a chase list of unsigned work.
Automated Loop Returns Reporting
Every Monday, WebRun reads last week's returns in Loop Returns, tallies the top reasons by product and SKU, updates a trend sheet in Google Sheets, and posts your team the worst offenders in Slack.
Automated Amplitude Usage Decline Alerts
Every Monday, WebRun reviews product usage in Amplitude, finds accounts whose active usage is dropping, checks the owner and renewal date in HubSpot, and posts your CSMs a ranked at-risk list in Slack.
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