Audit and assurance

Audit and assurance automation templates

12 ready-made workflows for Audit and assurance. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Suralink, Slack and Google Sheets.

Audit and assurance
All categories
Automated Suralink Sampling Request Follow-Up
WebRun checks your Suralink request list each morning for items tied to sampling selections that are still unfulfilled, compiles the outstanding list, and drafts a follow-up note for your review before any client contact is made.
SuralinkGmailAirtable
Automated Suralink Audit Rollforward Preparation
When an audit engagement closes in Suralink, WebRun reviews the prior-year PBC request list, identifies carryforward items, and generates a pre-populated rollforward checklist for the next cycle, saved in Google Sheets for your team to refine.
SuralinkGoogle SheetsNotion
Automated Caseware Review Note Clearing Queue
Every morning, WebRun opens Caseware and collects every uncleared review note across active engagements, groups them by preparer, and posts a prioritized clearing queue to your team in Slack.
SuralinkCasewareSlack
Automated Suralink PBC Request Chaser
WebRun scans your Suralink PBC list each morning, finds requests that are overdue or still open, and drafts a courteous follow-up message to each client contact for your review before sending.
SuralinkGmailSlack
Automated Suralink Overdue Request Worklist
WebRun pulls every overdue request from Suralink each morning, organizes them by engagement and aging bucket, and delivers a prioritized worklist to your team in Google Sheets so you know exactly where to focus.
SuralinkGoogle Sheets
Automated Suralink New Engagement Onboarding Kickoff
When a new engagement is created in Suralink, WebRun sets up the standard PBC request list, creates onboarding tasks in Airtable, and drafts the client welcome email for your team to review before sending.
SuralinkAirtableGmail
Automated Suralink Engagement Status Digest
Every Monday, WebRun opens Suralink and summarizes the completion percentage, open request count, and recent client activity for every active engagement, then posts the digest to your team Slack channel.
SuralinkSlack
Automated Suralink Document Completeness Check
WebRun reviews your Suralink request list and checks that every fulfilled item has an accepted document, not just an upload, then flags any request where the file was returned or where the upload looks incomplete.
SuralinkGoogle SheetsSlack
Automated Suralink Engagement Deadline Tracker
WebRun checks your Suralink engagement deadlines each morning and sends your team a Slack alert for any deadline arriving in the next 7 days, so no fieldwork or filing date is missed.
SuralinkGoogle CalendarSlack
Automated Suralink Confirmation Follow-Up Tracker
Every Monday, WebRun reviews your outstanding confirmation requests in Suralink, identifies those with no response, logs the aging in Google Sheets, and drafts a follow-up for your team to review and send.
SuralinkGoogle SheetsGmail
Automated Suralink Client Portal Inactivity Flags
WebRun checks each active Suralink client portal every morning and flags any client who has not logged in or uploaded a document in the past 5 days, then posts a prioritized inactivity report to Slack.
SuralinkSlackAirtable
Automated Audit Engagement Budget vs. Actual Report
Every Monday, WebRun compiles budgeted hours vs. hours logged for each active engagement and posts a variance report to your team in Google Sheets and Slack so managers can spot overruns early.
SuralinkGoogle SheetsSlack

Don't see your workflow?

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