Industry & vertical software

Industry & vertical software automation templates, page 4

267 ready-made workflows for Industry & vertical software. 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: Microsoft Teams, Telegram and Airtable.

Industry & vertical software
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Automated QuickBooks AR Aging Reports
Every Monday, WebRun pulls your QuickBooks receivables aging, writes every overdue invoice into a Google Sheet, and emails you a short summary of who owes what.
QuickBooksGoogle SheetsGmail
Automated Geico Policy Renewal Reminders
Every week, WebRun reads your Geico policies and renewal dates, keeps an Airtable register up to date, and reminds your team in Microsoft Teams before anything renews.
GeicoMicrosoft TeamsAirtable
Automated G2 Competitor Standing Tracker
Every Monday, WebRun checks your G2 profile and your named competitors, logs review counts and category placement in Airtable, and posts the movement to Microsoft Teams.
G2Microsoft TeamsAirtable
Automated Farmers Policy Renewal Reminders
Every Monday, WebRun signs in to Farmers, checks which policies renew or fall due soon, posts the list to Teams, and reminds you on Telegram before each date.
Farmers InsuranceMicrosoft TeamsTelegram
Automated DHL Shipment Delay Tracking
Every morning, WebRun tracks each open DHL shipment, files the status report in Google Drive, and queues a text for any customer whose delivery has slipped.
DHLGoogle DriveTwilio
Automated Cvent Session Capacity Alerts
Every morning, WebRun reads registration numbers per Cvent session, opens a Trello card for anything near capacity or badly under-booked, and texts the event lead through Twilio.
CventTrelloTwilio
Automated Cox Data Usage Monitoring
Every morning, WebRun signs in to Cox, reads this month's data usage against your plan allowance, logs the figure in Airtable, and messages you on Telegram when you are pacing over.
Cox CommunicationsTelegramAirtable
Automated Checkr Pending Screening Alerts
Every morning, WebRun finds Checkr reports stuck waiting on candidate details or review, updates the hiring tracker in Notion, and pings the recruiter in Telegram.
CheckrNotionTelegram
Automated Carfax VIN History Screening
Every morning, WebRun runs the day's auction and trade-in VINs through Carfax, flags any report showing a branded title, accident, or odometer issue, and alerts your buyers in Slack and Microsoft Teams.
CarfaxSlackMicrosoft Teams
Automated Capterra Review Monitoring
Every Monday, WebRun checks your Capterra listing for new reviews, posts them to Microsoft Teams, and opens a Trello card for each one that needs a written response.
CapterraMicrosoft TeamsTrello
Automated Canada Post Delay Alerts
Every morning, WebRun tracks your open Canada Post shipments, flags any parcel with no scan for two days or a missed delivery date, and posts the exceptions to Microsoft Teams.
Canada PostMicrosoft TeamsGoogle Calendar
Automated CRA Deadline and Notice Tracking
Every Monday, WebRun signs in to your CRA business account, logs upcoming due dates and any new correspondence in Airtable, and posts the week ahead to Teams.
Canada Revenue AgencyAirtableMicrosoft Teams
Automated BT Bill and Contract Monitoring
Every month, WebRun opens your BT account, reads the latest bill against the last one, posts any increase to Microsoft Teams, and puts contract end dates on your calendar.
BTMicrosoft TeamsGoogle Calendar
Automated BigQuery Failure and Cost Alerts
Every morning, WebRun checks BigQuery for scheduled queries that failed and reads yesterday's processing costs, posting a Slack digest and a Telegram alert when something breaks.
BigQuerySlackTelegram
Automated Bell Bill Change Monitoring
Every month, WebRun opens your Bell account, compares the new bill against the last one line by line, queues a Twilio text to the account owner, and posts the breakdown to Telegram.
Bell CanadaTwilioTelegram
Automated Australia Post Collection Chasing
Every morning, WebRun checks your Australia Post tracking numbers, finds parcels sitting awaiting collection, queues a reminder text for approval, and tracks each one on a Trello board.
Australia PostTwilioTrello
Automated AT&T Line Usage Audits
Every month, WebRun reads your AT&T account, records every line with its plan and usage in Airtable, and posts a Microsoft Teams list of unused lines and overages to review.
AT&TAirtableMicrosoft Teams
Automated Aramex Delayed Shipment Alerts
Twice a day, WebRun tracks your open Aramex shipments, posts the ones stuck or held to your Telegram operations channel, and sends the account manager a WhatsApp list with a drafted customer update.
AramexWhatsAppTelegram
Automated Angi Lead Response Drafts
Every hour, WebRun checks for new Angi leads, drafts a personal reply in Gmail for each one, and pings you on WhatsApp so you can send it in seconds.
AngiWhatsAppGmail
Automated Amazon Ads Budget Alerts
Every morning, WebRun checks which Amazon Ads campaigns ran out of budget or spiked in spend, files the daily snapshot in Google Drive, and texts your on-call marketer through Twilio.
Amazon AdsGoogle DriveTwilio
Automated Allstate Policy Renewal Reviews
Every Monday, WebRun checks your Allstate policies for renewal dates and premium changes, writes a review page in Notion, and cards each upcoming renewal in Trello so nothing auto-renews unchecked.
AllstateNotionTrello
Automated Airtel Bill and Usage Tracking
Every month, WebRun opens your Airtel account, reads the bill, plan, and usage on each connection, logs them in Airtable, and sends the due dates and overages to Telegram.
AirtelAirtableTelegram
Automated Autodesk RFI Chasing
Every morning, WebRun checks Autodesk Construction Cloud for RFIs and submittals past their due date, queues a text to each responsible party in Twilio for your approval, and files the chase log in Google Drive.
Autodesk Construction CloudTwilioGoogle Drive
Automated Zola Suite Matter Deadline Alerts
WebRun checks Zola Suite for approaching matter deadlines, books calendar holds for the responsible attorney, and posts a Microsoft Teams alert for anything due soon.
Zola SuiteGoogle CalendarMicrosoft Teams

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