Sales & Marketing
Sales & Marketing automation templates, page 20
1,031 ready-made workflows for Sales & Marketing. 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: Slack, WhatsApp and Gmail.
Automated SimpleTexting Compliance Renewal Reminders
Every Monday, WebRun checks SimpleTexting's number registration and keyword setup for anything due for renewal or review, logs a Trello card for the owner, and drafts a WhatsApp reminder for the team.
Automated Sierra AI Handoff Tracking
When Sierra's AI agent hands off a conversation it couldn't resolve, WebRun logs the reason to Google Sheets and drafts a follow-up email in Gmail for the human agent to review and send.
Automated ShareChat Weekly Performance Scorecard
Every Monday, WebRun checks your ShareChat posts and campaigns, saves a performance report to Google Drive, and texts you the highlights through Twilio.
Automated SendPulse Send Calendar Sync
Every Monday, WebRun reads upcoming scheduled campaigns in SendPulse, creates a matching Google Calendar event for each send date, and drafts a WhatsApp heads-up for any campaign targeting an unusually large audience.
Automated SAP Service Cloud Case Escalation Log
Every day, WebRun reviews new high-priority SAP Service Cloud cases, checks Gmail for any related email thread, and logs each case with that context to an Airtable tracker.
Automated Resend Weekly Deliverability Scorecard
Every Monday, WebRun pulls send, delivery, bounce, and open stats from Resend, archives the raw export to Google Drive, and posts a scorecard to Slack.
Automated Ravelry Pattern Sales Milestone Alerts
WebRun checks your Ravelry pattern sales and queue adds each day, sends a Telegram digest, and texts you through Twilio when you hit a sales milestone.
Automated Rate Your Music Review Tracking
WebRun checks Rate Your Music for new ratings and reviews of your release, logs each one to Google Sheets, and emails you a digest.
Automated Quora Question Discovery and Briefing
Every morning, WebRun scans Quora for new questions matching your topics, drafts an answer brief for each, and schedules a writing slot on your team's Google Calendar with a heads-up in Microsoft Teams.
Automated Publer Pending Approval Tracking
WebRun checks Publer's approval workflow for posts waiting on a review, logs each one to Airtable, and emails you before its scheduled time arrives.
Automated ProProfs Unanswered Ticket Chase
WebRun finds ProProfs Help Desk tickets sitting without an agent reply, logs the backlog to Airtable, and tracks repeat topics with no knowledge base article in Notion.
Automated Product Hunt Launch Comment Tracking
On launch day, WebRun watches your Product Hunt listing for new comments, drafts a reply to each, and hands the queue to your team in Microsoft Teams with a Trello card per comment.
Automated Privy Abandoned Cart Follow-Up Drafts
Every morning, WebRun finds Privy abandoned carts that the automated cart saver hasn't recovered after 3 days, logs the segment to Airtable, and drafts a follow-up campaign inside Privy for the team to review and send.
Automated Postscript SMS Compliance Checklist
When a new Postscript number is set up, WebRun walks the registration, opt-in keyword, and quiet-hours checklist, logs the status of each step to Google Sheets, and posts the completed checklist to a Notion setup doc.
Automated Post Planner Content Review Tracking
WebRun checks Post Planner's curated content feed for picks awaiting review, posts a Slack digest, and pings Telegram when the review queue backs up.
Automated Postmark Delivery Reconciliation
Every Monday, WebRun pulls bounce and delivery stats by message stream from Postmark, archives the report to Google Drive, and texts the on-call engineer through Twilio only if the bounce rate crosses a critical level.
Automated Playvox Weekly QA Scorecard
WebRun compiles this week's Playvox quality scores by agent, exports the full scorecard to Google Sheets, and logs coaching notes for anyone below target to Notion.
Automated Planoly Comment and DM Tracking
WebRun checks Planoly's Conversations inbox for new comments and DMs, creates a Trello card for each one, and messages the team on WhatsApp.
Automated Pixiv Engagement Alerts
WebRun watches your Pixiv uploads for bookmark and comment spikes, drafts replies to new comments for you to review, and texts you the moment a piece takes off.
Automated phpBB Moderation Queue Alerts
WebRun watches your phpBB forum for reported posts and pending approvals, texts the on call moderator through Twilio when reports spike, and archives a daily export of flagged threads to Google Drive.
Automated Pardot Engagement Studio Error Alerts
Every morning, WebRun checks Pardot Engagement Studio for prospects stuck in an error state or programs that have stalled, posts an alert to Microsoft Teams, and schedules a Google Calendar follow-up for the owner to fix it.
Automated OTRS Weekly SLA Scorecard
WebRun reviews a week of OTRS tickets, scores SLA performance by queue, schedules the review meeting on Google Calendar, and posts the scorecard to Microsoft Teams.
Automated Ortto Daily Campaign Digest
Every morning, WebRun checks Ortto for yesterday's campaign sends, opens, and conversions, posts a digest to Microsoft Teams, and creates a Trello card for any journey that needs attention.
Automated OptinMonster Campaign Expiry Reminders
Every morning, WebRun checks OptinMonster for campaigns with a scheduled end date coming up, logs them to Google Sheets, and emails the marketer a reminder so nothing outdated stays live on the site.
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