Industry & vertical software
Industry & vertical software automation templates, page 8
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.
Automated Dotloop Pending Signature Chasing
Every morning, WebRun checks Dotloop for documents awaiting signature more than 2 days, adds a follow-up reminder to Google Calendar for each one, and posts an alert to Microsoft Teams for the responsible agent.
Automated Criteo Campaign ROAS Scorecard
Every Monday, WebRun checks Criteo for last week's spend and return on ad spend per campaign, creates a Trello card for anything underperforming, and posts a scorecard to Microsoft Teams.
Automated Cox Automotive Aging Inventory Alerts
Every morning, WebRun checks your Cox Automotive dealer inventory for vehicles aging past your turn target, posts a Telegram digest grouped by age, and texts you on Twilio for anything past 60 days on the lot.
Automated CoStar New Listing and Comps Export
Every morning, WebRun checks CoStar for new listings and comps matching your saved search criteria, exports the full list to Google Sheets, and drafts a client-ready email in Gmail with the best matches.
Automated CoConstruct Overdue Selection Chasing
Every Monday, WebRun checks CoConstruct for client selections and change orders waiting past their decision date, drafts a reminder email for each one in Gmail for you to review, and logs every item's status in Airtable.
Automated CMA CGM Schedule Change Alerts
Every morning, WebRun checks CMA CGM for vessel schedule changes on your active bookings, posts a Slack digest of every update, and sends a Telegram alert for anything delayed more than 3 days.
Automated Cloudbeds Arrivals and Housekeeping Digest
Every morning, WebRun checks Cloudbeds for today's arrivals, departures, and room status, creates a Trello card for every room that needs turnover before its next guest, and messages the housekeeping lead on WhatsApp.
Automated Clearscope Content Brief Handoff
Every morning, WebRun checks Clearscope for content grades on drafts in progress, adds a review deadline to Google Calendar for anything below target, and messages the writer on WhatsApp with the brief and target score.
Automated Classy Daily Donation Digest
Every morning, WebRun checks Classy for new campaign donations since the last run, saves the full donor report to Google Drive, and posts a digest to Slack.
Automated Zurich Policy Renewal Reminders
WebRun checks your Zurich policies for approaching renewal dates, saves the current documents to Google Drive, and texts your risk manager a heads-up before the deadline.
Automated Zumper Rental Inquiry Digest
WebRun checks Zumper for new renter inquiries and tour requests, adds each one to your Google Calendar, and posts a daily digest to Microsoft Teams.
Automated XPO Delivery Scorecards
WebRun pulls the week's XPO shipments, scores on-time delivery and exceptions by lane, logs it to a Trello board, and posts the scorecard to Microsoft Teams.
Automated Xfinity Appointment and Outage Tracking
WebRun checks your Xfinity business account for upcoming service appointments and active outages, keeps the appointment time current on your calendar, and posts an alert to Microsoft Teams if anything changes.
Automated Westlaw Saved Search Digest
Every morning, WebRun checks Westlaw for new results on your saved searches and alerts, logs each one in Google Sheets, and posts a summary to Notion for the team.
Automated Vodafone Business Usage Scorecard
Every Monday, WebRun checks Vodafone Business for data and roaming usage across every line, saves the full breakdown to Google Drive, and texts you a scorecard summary on Twilio with any line heading for overage.
Automated Virgin Media Business Install Checklist
Every morning while a new site install is pending, WebRun checks Virgin Media Business for the installation appointment and outstanding setup tasks, adds the appointment to Google Calendar, and posts the current checklist to Microsoft Teams.
Automated Vertex Sales Tax Reconciliation
WebRun compares the tax Vertex calculated against what's ready to file, flags any mismatch, and pings your finance team on Telegram with an urgent Twilio text for big discrepancies.
Automated Verizon Connect Fleet Reports
WebRun checks Verizon Connect for vehicle activity, mileage, and alerts from the day, logs it to a Google Sheet, and emails you a daily fleet summary.
Automated Verizon Business Line Reconciliation
Every Monday, WebRun checks Verizon Business for every active line, compares it against your employee roster board in Trello, and posts any mismatches to Microsoft Teams.
Automated USPTO Deadline Tracking
WebRun checks your USPTO filings for approaching response deadlines, logs each one to Airtable with the due date, and emails you a reminder before the window closes.
Automated USCIS Case Status Alerts
WebRun checks your USCIS case status page, catches any status change, and posts an alert to Slack plus a direct Telegram ping to the case owner so nobody misses a change.
Automated USAA Account Alert Digest
Every morning, WebRun checks your USAA accounts for new claim updates, policy notices, and payment due alerts, posts a Telegram digest, and texts you on Twilio for anything due within 2 days.
Automated Uber Freight Exception Alerts
WebRun watches your Uber Freight shipments for delays and exceptions, logs each one to a tracking board in Trello, and pings your team on WhatsApp the moment a load needs attention.
Automated TurboTax Filing Document Checklist
Every morning during tax season, WebRun checks your TurboTax return for which sections and documents are still incomplete, scans Gmail for tax forms that have already arrived, and keeps a live checklist in Google Sheets.
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