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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
Summarise Discovery Calls & Log Actions
WebRun reads the call transcript, pulls out the key pain points and next steps, and logs a clean summary in your CRM so nothing is missed.
Outreach›HubSpot›Slack
Champion Job-Change Alerts for Your CRM
WebRun monitors your top contacts on LinkedIn for role changes and instantly flags anyone who has moved so you can act on the opportunity.
LinkedIn›Salesforce›Slack
Turn Form Submissions Into CRM Deals
WebRun catches every website form submission, creates a contact and deal in your CRM, and alerts your sales team before the lead cools.
HubSpot›Slack›Calendly
Research Target Accounts Before Calls
WebRun gathers recent news, LinkedIn signals, and company data for each account on today's call list and delivers a concise brief before you pick up the phone.
Salesforce›LinkedIn›Slack
Chase Unsigned Proposals Automatically
WebRun spots proposals sent more than three days ago with no signature and drafts a polite follow-up for you to send.
HubSpot›Gmail›Slack
Sync Closed-Won Deals Into Onboarding
The moment a deal is marked won, WebRun creates the onboarding project, notifies the account manager, and logs the new customer in your system.
HubSpot›Google Sheets›Slack
Keep CRM Pipeline Stages Clean
WebRun finds deals in the wrong stage or missing required fields and nudges the owner to fix them before the next forecast.
Pipedrive›Slack
Daily Sales Pipeline Digest for Your Team
WebRun pulls the day's pipeline snapshot and delivers a clear summary of deals, activity, and forecast to your sales channel every morning.
Salesforce›Slack
Follow Up on Demo No-Shows Automatically
WebRun detects when a booked demo is missed, logs it in your CRM, and prepares a re-engagement draft for you to send.
Calendly›HubSpot›Gmail
Flag Stalled Deals in Your Pipeline
WebRun watches your pipeline for deals that have sat in the same stage too long and alerts your team before an opportunity slips away.
Pipedrive›Slack
Draft Personalised Outreach Emails
WebRun researches each target account, writes a tailored first-touch email, and queues it as a draft - you approve and send.
Apollo›Gmail›Slack
Enrich & Dedupe Your CRM Contacts
WebRun spots duplicate and incomplete contact records in your CRM, enriches the gaps from LinkedIn and ZoomInfo, and flags the rest for you to merge.
Salesforce›ZoomInfo›Slack
Qualify & Route Inbound Leads Automatically
WebRun scores every new inbound lead against your ideal-customer criteria and routes hot ones to the right rep before they go cold.
HubSpot›Google Sheets›Slack
Smoke-Test Login & Checkout Hourly
Every hour, WebRun runs scripted login + checkout against your app and alerts you on failure.
Your app›Slack
Log Daily Metrics From Your Admin
Every morning, WebRun reads today's numbers from your admin tool and logs them for the day.
Internal admin›Postgres
Track New Job Postings Automatically
Each night, WebRun checks the job boards for new postings matching your filters and logs them.
LinkedIn›Airtable
Enrich Leads From a CSV List
Upload a CSV - WebRun looks each lead up on LinkedIn and fills out an Airtable row.
LinkedIn›Airtable
Supplier Low-Stock Alerts, Automated
Every hour, WebRun checks supplier inventory and pings you when something's running low.
Supplier portal›Slack
Track Competitor Prices Automatically
Every morning, WebRun checks competitor prices and logs them to your spreadsheet.
Amazon›Sheets
Sync New Stripe Customers to Your Admin
When a new customer pays, WebRun creates a matching record in your admin tool - no setup needed.
Stripe›Legacy Admin
Draft Support Ticket Replies Automatically
When a new ticket arrives, WebRun finds the right help doc and drafts a reply for review.
Zendesk›Slack
Provision New Hires Across Your Tools
When an onboarding form is submitted, WebRun creates the new hire's accounts everywhere they need them.
Workspace›Slack›Linear
Reconcile Vendor Invoices Weekly
Every Monday, WebRun pulls last week's invoices from each vendor portal and writes a single weekly summary.
QuickBooks›Slack
Enrich New Contacts From LinkedIn
Whenever a new contact appears, WebRun looks them up on LinkedIn and fills in the missing details.
HubSpot›LinkedIn

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.