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
Budget Variance Alerts, Automated
WebRun compares your actual spend in QuickBooks to your monthly budget, and alerts you the moment any category runs meaningfully over or under - so surprises hit your Slack, not your year-end.
QuickBooksGoogle SheetsSlack
Weekly P&L Snapshot, Automated
Every week WebRun pulls your income and expense totals from Xero, compares them to last week and the same period last year, and delivers a plain-English P&L summary before your Monday morning starts.
XeroGoogle SheetsSlack
Recover Failed Stripe Payments Automatically
WebRun spots every failed Stripe payment, drafts a recovery email for each customer, and shows you who needs a follow-up call - so you recover revenue without chasing manually.
StripeGmailSlack
Run a Payroll Pre-Check Before Pay Day
Before payroll is processed, WebRun verifies headcount, hours, and deductions in Gusto and flags any discrepancy for you to fix - so no one is overpaid, underpaid, or missed.
GustoGoogle SheetsSlack
Flag Duplicate & Unusual Expenses
WebRun scans your expense feed for duplicate charges and out-of-pattern spending, then surfaces the suspicious ones for your review before they hit the books.
RampGoogle SheetsSlack
Daily Cash Position Report
Every morning WebRun checks your bank feed and accounts in Xero, calculates today's cash position, and posts a plain-English summary before you start your day.
XeroGoogle SheetsSlack
Chase Overdue Invoices Automatically
WebRun finds every past-due invoice, drafts a polite reminder for each customer, and gives you a clear picture of who still owes you money.
QuickBooksGmailSlack
Build Your Influencer Outreach Shortlist
WebRun searches Instagram and TikTok for creators whose audience matches your target customer, evaluates their engagement rates, and delivers a shortlist of the best candidates for you to reach out to.
InstagramTikTokGoogle Sheets+1
A/B Test Email Subject Lines Automatically
WebRun sets up a Mailchimp A/B subject-line test for your next campaign, monitors the results, and sends you a digest declaring the winner so you can send to your full list with confidence.
MailchimpGoogle SheetsSlack
Draft Replies to Social Media DMs
WebRun reads new DMs on Instagram and LinkedIn, drafts a personalised reply to each one, and sends you the drafts for approval - so no message goes unanswered and nothing goes out without your sign-off.
InstagramLinkedInNotion+1
Watch Your Competitors' Content
WebRun checks your top competitors' social profiles every day and sends you a digest of their freshest content so you always know what they are pushing and can respond with your own strategy.
LinkedInX (Twitter)Google Sheets+1
Flag Negative Social Comments
WebRun monitors comments on your Instagram and Facebook posts, flags anything negative or inflammatory, and sends you a digest so you can respond before the situation escalates.
InstagramFacebookSlack+1
Weekly Follower & Reach Growth Report
Every Monday WebRun pulls follower counts, reach, and impressions from Instagram, LinkedIn, and X and delivers a clean weekly growth report so you can track what is working.
InstagramLinkedInX (Twitter)+1
Track Campaign UTM Links in a Sheet
WebRun pulls click and conversion data for all your UTM-tagged campaigns from Google Analytics every day and keeps a live tracking sheet up to date so you always know which campaigns are working.
Google AnalyticsGoogle SheetsSlack
Grow Your Email List From Social
WebRun finds people who engage with your brand on LinkedIn and Instagram and adds qualified contacts to your Mailchimp audience so your list keeps growing without manual effort.
LinkedInInstagramMailchimp+1
Draft Your Newsletter From the Week
Every Friday WebRun gathers the week's published posts and top links, writes a newsletter draft in Mailchimp, and leaves it for your review - ready to send with one click.
NotionMailchimpSlack
Daily Ad-Spend & ROAS Report
Every morning WebRun pulls yesterday's spend, clicks, conversions, and ROAS from Google Ads and Meta Ads and delivers a clean digest so you start the day knowing exactly where your budget went.
Google AdsMeta Ads ManagerGoogle Sheets+1
Pause Underperforming Ads Automatically
WebRun checks your Google Ads campaigns each morning, flags ads that have spent your threshold without converting, pauses them, and sends you a summary so you stay in control of your budget.
Google AdsGoogle SheetsSlack
Repurpose Blog Posts Into Social Drafts
When you publish a new blog post, WebRun reads it and creates tailored social drafts for LinkedIn, X, and Instagram - ready for your review before anything is posted.
NotionLinkedInX (Twitter)+1
Monitor Brand Mentions Across Social
WebRun scans Instagram, X, and LinkedIn for mentions of your brand every hour and sends you a real-time alert for anything worth responding to.
X (Twitter)InstagramGoogle Sheets+1
Weekly Content Calendar Digest
Every Monday WebRun reads your upcoming content calendar in Notion and emails you a clean weekly digest so your whole team knows what is going live.
NotionMailchimpSlack
Queue Social Posts for Team Approval
WebRun pulls your drafted posts from Buffer, assembles them into a weekly approval digest, and sends the list to Slack so your team can sign off before anything goes live.
BufferSlackNotion
Roll Up Your Weekly Sales Forecast
WebRun reads your pipeline every Friday and delivers a structured forecast to leadership before the week ends.
SalesforceGoogle SheetsSlack
Build Your Target Account List
WebRun searches Apollo and LinkedIn for companies that fit your ICP and builds a fresh, deduplicated target account list every week.
ApolloLinkedInGoogle Sheets

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