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.

All categories
All categories
Automated Procore RFI Tracking
Every morning, WebRun reads your Procore RFI log, finds the ones that are open and past their due date, logs them to a shared Google Sheet, and posts the project team a prioritized chase list in Slack.
ProcoreGoogle SheetsSlack
Send Volunteer Shift Reminders
WebRun checks your volunteer schedule each morning, identifies shifts happening in the next 48 hours, and drafts a reminder email for each volunteer - so you stop chasing people manually and your shifts stay covered.
Google SheetsGmailSlack
Win Back Lapsed Donors Automatically
WebRun identifies donors who gave last year but haven't given again, drafts a personalised re-engagement email for each one, and holds the messages for your review - so your lapsed-donor list becomes a warm outreach campaign, not a forgotten spreadsheet.
DonorboxMailchimpSlack
Generate Monthly Donation Reports
On the first of every month, WebRun pulls all donations from Donorbox, compiles a complete report in Google Sheets, and posts a summary to Slack - giving your leadership team a clear picture of fundraising health with no manual data export.
DonorboxGoogle SheetsSlack
Thank New Donors Automatically
WebRun watches for new donations on Donorbox, drafts a warm, personalised thank-you email for each donor, and holds it for your approval - so every supporter feels seen without you manually writing every message.
DonorboxGmailSlack
Daily Ticket-Sales Digest
Every morning, WebRun pulls the previous day's ticket sales from all your Eventbrite events and sends your team a clean digest in Slack - so everyone knows how each event is tracking without logging into Eventbrite.
EventbriteGoogle SheetsSlack
Collect Post-Event Feedback
After each event, WebRun drafts a personalised feedback request for every attendee who checked in and queues them in Mailchimp for your approval - so you gather the insights you need without manually emailing anyone.
EventbriteMailchimpGoogle Sheets
Follow Up With Event No-Shows
After each event, WebRun compares your Eventbrite registrant list against actual check-ins, drafts a warm follow-up email for everyone who missed it, and holds the messages for your approval - so you stay connected even with people who couldn't make it.
EventbriteGmailSlack
Send Event Reminders Automatically
WebRun checks your upcoming Eventbrite events, drafts reminder emails for registered attendees at the 7-day and 24-hour marks, and holds them for your approval - so attendees stay excited and no-show rates drop.
EventbriteMailchimpSlack
Track Event Registrations vs Capacity
WebRun monitors your Eventbrite events, compares live registration counts against venue capacity, and alerts you the moment an event is approaching full - so you can act before it sells out without you noticing.
EventbriteGoogle SheetsSlack
Send Students Zoom Session Reminders
WebRun checks your upcoming Zoom sessions each day, drafts reminder emails for enrolled students who have not yet confirmed attendance, and posts a live-session briefing to Slack - so your webinars and office hours stay full.
ZoomMailchimpSlack
Answer Common Course Questions
WebRun monitors your course discussion boards for frequently asked questions, drafts clear answers based on your existing materials, and flags them for your approval - so students get fast replies without you reading every thread.
TeachableGmailSlack
Weekly Student Progress Report
Every Monday, WebRun pulls engagement and completion data from your course platform, compiles a clear progress snapshot for each instructor, and delivers it straight to their inbox - so they always know how their class is doing.
CanvasGoogle SheetsGmail
Follow Up on New Course Enrolments
WebRun spots every new enrolment on Teachable, drafts a personalised welcome email for each new student, and logs the sign-up in a spreadsheet - so no new learner slips by unacknowledged.
TeachableGmailGoogle Sheets
Remind Instructors to Submit Grades
WebRun tracks grade-submission deadlines for every course, calculates which instructors have not posted grades yet, and sends them a friendly reminder - so students get their results on schedule.
CanvasGmailGoogle Sheets
Alert on Students Falling Behind
WebRun checks your course platform each morning, spots students who have missed deadlines or stopped engaging, and drafts a personalised check-in email for each one - ready for your review before anything is sent.
CanvasGmailSlack
Draft Replies to Booking DMs
WebRun monitors your Instagram DMs for booking enquiries, drafts a helpful reply to each, and queues them for you to review and send.
InstagramCalendlySlack
Weekly Revenue & Attendance Report
Every Monday, WebRun compiles last week's revenue, class attendance, and membership numbers from Mindbody and drops a clean report into Slack.
MindbodyGoogle SheetsSlack
Nudge Clients to Rebook Automatically
A set number of days after a visit, WebRun drafts a personalised rebooking invitation for each client and holds it for your approval.
Acuity SchedulingGmailSlack
Track Client Package & Credit Balances
WebRun checks Mindbody for clients whose class packages or credits are running low and flags them before they run out.
MindbodyGoogle SheetsSlack
Welcome New Clients & Handle Intake
When a new client books for the first time, WebRun sends them a welcome message, collects intake information, and logs everything in your system - drafts for your approval.
Acuity SchedulingGmailSlack
Promote Open Slots on Social
WebRun looks at next week's availability in Calendly, drafts promotional posts for your open slots, and queues them for you to publish.
CalendlyInstagramSlack
Send Clients Birthday & Loyalty Offers
WebRun checks who has a birthday this week or has hit a loyalty milestone, drafts a special offer for each, and queues it for your approval.
MindbodyMailchimpSlack
Follow Up on Failed Payments
WebRun detects failed membership charges in Stripe, drafts a polite payment-recovery message for each client, and holds them for your review.
StripeGmailSlack

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