Templates
Workflow templates.
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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.
Automated Post-Divorce Budget Plan Drafts
Once a settlement is finalized in Family Law Software, WebRun builds a post-divorce budget plan in Google Sheets from the client's new income and expenses, and drafts an introduction email in Gmail, left unsent for the CDFA to review.
Automated Silo Trace-Back Recall Alerts
The moment a lot is flagged for trace-back in Silo, WebRun compiles its full one-up-one-down chain, identifies every affected customer and shipment, texts your QA lead and posts a Slack recall alert immediately, and drafts a customer trace-back notice for your team to review before it goes out.
Automated Silo Shrink and Write-Off Report
Every evening, WebRun reads the spoilage and shrink write-off transactions your warehouse already logged in Silo, totals the cost impact by commodity and reason, logs it to a Google Sheet, and texts your plant manager if the day's total crosses your threshold.
Automated Divorce Settlement Tax Impact Alerts
Whenever a settlement proposal changes in Family Law Software, WebRun pulls the client's income and business figures from QuickBooks Online, works out the tax impact of the support and asset terms, and alerts your team in Slack.
Automated Silo Seasonal Availability Notices
Every Monday, WebRun checks Silo for commodities transitioning in or out of season within your lookahead window, drafts a seasonal availability notice to affected buyers for review, and posts your sales team a Slack heads-up on what's changing.
Automated Divorce Support Calculation Alerts
Whenever a child or spousal support calculation is drafted in Family Law Software, WebRun saves a copy to Google Drive and posts an alert to Slack so the attorney reviews it before it goes anywhere near a client or the other side.
Automated Silo Quality Hold Release Alerts
The moment a lot is placed on quality hold in Silo, WebRun posts a Slack alert telling the warehouse to segregate it, logs the hold in a Google Sheet, and notifies your team the instant a QA reviewer releases it in Silo.
Automated Divorce Settlement Comparison Reports
Whenever a new settlement offer is logged in Family Law Software, WebRun builds a side by side comparison report, saves it to Google Drive, and prepares the settlement agreement as a draft DocuSign envelope for the attorney to review.
Automated Housecall Pro Booking Nudges
Every Monday, WebRun finds Housecall Pro estimates the customer already approved but never scheduled, drafts a short text nudge in Twilio asking them to pick a date, and alerts your office on Telegram with the full unbooked list.
Automated Silo PTI Lot Traceability Log
Every night, WebRun pulls the PTI case tags, GTINs, and lot numbers for every fresh-cut lot received or shipped that day from Silo, logs a complete one-up-one-down traceability register to Google Sheets, and emails your food-safety manager the day's record.
Automated JanSanix Vendor Rebate Claim Tracking
WebRun tracks every open manufacturer rebate claim logged in JanSanix against payments received in QuickBooks Online, and posts finance a Slack alert for any claim that has gone past the vendor's normal payment window.
Automated Accolent ERP Recall Tracing
When you upload a manufacturer recall notice, WebRun matches the lot numbers against every shipped order in Accolent ERP, drafts a recall notice for each affected practice in Outlook, and posts your compliance team an urgent Telegram alert, all held for review before anything goes out.
DMSi Agility Automated Will Call Pickup Reminders
Every afternoon, WebRun checks DMSi Agility for will call orders that are staged and ready, drafts a pickup reminder text to each contractor in Twilio for the counter team to approve, and posts a Slack list of anything sitting more than two days.
Automated DDI Inform Bin-Stock Alerts
Every hour, WebRun checks DDI Inform for VMI bins at or below their reorder point, drafts replenishment order lines for review, and posts the route rep a prioritized restock list in Slack.
Automated rfxcel Short-Dated Inventory Clearance
Every Monday, WebRun finds lots inside your clearance window in rfxcel, matches each one to customers who regularly buy that SKU, and drafts a limited-time clearance offer in Outlook for your review.
Automated Supplier Chargeback Tracking
Every Monday, WebRun opens VIP, finds new supplier chargebacks and deductions, logs each one to Google Sheets with the reason code and amount, and posts a Microsoft Teams alert on anything with fewer than five days left in your dispute window.
Automated Savance Warranty Claim Status Updates
WebRun checks warranty claims in Savance Enterprise (Klipboard) for status changes, texts the contractor a quick update when a claim is approved, and drafts an email for review when a claim is denied or needs more information.
Automated DistributionPlus Warranty Registration
Every morning, WebRun checks CP Tech DistributionPlus for water heaters sold or installed the day before, drafts the manufacturer warranty registration for each in Outlook for your team to review and submit, and logs the registration status to Google Sheets so nothing misses the window.
Automated Eclipse Wire Cable Cut Tracking
WebRun totals up the day's wire and cable cuts from Epicor Eclipse tickets, compares the footage against each reel's on-hand record, and posts your warehouse team a Slack log flagging low reels and count mismatches.
Streamtime Automated Website Launch Checklist
Every morning during launch week, WebRun checks Streamtime for which website projects have a launch date coming up, reads the open cards on that project's Trello checklist, and posts your team a Slack list of exactly what's still outstanding before go live.
Sprout Social Automated Weekly Post Digests
Every Monday, WebRun pulls every post scheduled for the week ahead from Sprout Social, organizes it by client in a Notion digest, and posts a summary to Slack so the whole team starts the week knowing what's going out and when.
Muck Rack Automated Retainer Renewal Reminders
Every Monday, WebRun checks each client's retainer end date in Google Sheets against this quarter's results in Muck Rack, flags renewals coming up in the next 30 days, and drafts a renewal email in Gmail for your account lead to review.
Function Point Automated Weekly Project Digest
Every Monday, WebRun checks Function Point for every active project's status, milestone, and any flagged risk, confirms the linked files in Google Drive, and posts your leadership team a Slack digest to open the week.
Syngency Automated Weekly Booking Digest
Every Monday, WebRun opens Syngency, pulls every booking scheduled for the week with talent, client, call time, and location, logs it to a running Google Sheet, and posts your team a Slack digest of the week ahead sorted by day.
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