Sales & Marketing
Sales & Marketing automation templates, page 37
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 SASSIE Submission QA Flags
As new shop reports come in, WebRun checks each SASSIE submission for missing fields, thin narrative answers, or a missing receipt, and logs anything incomplete to a Google Sheet so an editor can review it before it ships to the client.
Automated BCC Software Proof Approval Reminders
Every morning, WebRun finds proofs sitting in BCC Software awaiting client sign-off, drafts a polite reminder to each client in Gmail, leaves it unsent for you to review, and posts your team a Slack list of who is still holding up the mail date.
Automated Amtelco Urgent Call Escalation Alerts
WebRun watches Amtelco for urgent messages that go unacknowledged past their response window, escalates each one to the next on-call contact, and drafts a client incident summary for prolonged breaches.
Sprout Social Automated Deliverable Tracking
Every morning, WebRun compares each influencer's contracted posts against what has actually gone live in Sprout Social, updates the deliverable tracker in Airtable, and alerts Slack when a creator is falling behind schedule.
Function Point Automated Budget Variance Reports
Every Monday, WebRun compares each active project's budgeted hours and fee in Function Point against actual costs in QuickBooks, and posts your project leads a variance report so overruns get caught early.
Automated SASSIE Shopper Recruitment Follow-Ups
When a new shopper applicant stalls partway through SASSIE onboarding, an unfinished profile or no certification quiz attempt, WebRun drafts a friendly follow up email in Gmail for your recruiting team to review and send, so fewer applicants go cold.
Automated BCC Software Postage Savings Reports
Every Monday, WebRun pulls each job's presort results from BCC Software, calculates the postage saved versus the single-piece rate, reconciles the actual postage spend in QuickBooks, logs the breakdown to Google Sheets, and posts your account managers a Slack-ready summary to share with clients.
Automated Amtelco SLA Response Time Breach Alerts
WebRun checks Amtelco each hour to compare every client's actual response time against their contracted SLA, cross checks the callback timestamp in Twilio, and drafts a breach summary in Gmail for review.
Sprout Social Automated Engagement Spike Alerts
Every few minutes, WebRun compares each live post's engagement velocity in Sprout Social against the account's normal pace, alerts Slack the moment a post is spiking, and logs the spike to a sheet so you can capitalize on it before it peaks.
Muck Rack Automated Media Coverage Digest
Every morning, WebRun scans Muck Rack's media monitoring for new mentions of each client, logs every hit to a Google Sheet with outlet and reach, and posts your team a ranked Slack digest with links to review.
Function Point Automated Approval Escalation Alerts
Every morning, WebRun checks Function Point for any approval, estimate, or change order stuck past its internal deadline, checks Google Calendar for the approver's availability, and posts their manager a Slack escalation.
Automated SASSIE Shopper Payment Reminders
Each Monday, WebRun checks SASSIE for approved shops where payment is on hold because a receipt or reimbursement document is missing, logs them to a Google Sheet, and drafts a short SMS reminder in Twilio so shoppers get paid without chasing accounting.
Automated BCC Software Postage Balance Alerts
Every morning, WebRun checks each client's postage escrow balance in BCC Software, drafts a top-up invoice in QuickBooks for any account below your threshold, leaves it unsent for review, and posts finance a Slack alert of who needs to pay before their next job runs.
Automated Amtelco On-Call Schedule Reminders
Every morning, WebRun checks the on-call schedule in Amtelco, texts each agent whose shift starts within 24 hours, and posts the day's on-call roster to Telegram.
Sprout Social Automated Payout Reconciliation
Every Monday, WebRun checks which creators completed their contracted posts in Sprout Social, matches that against payments recorded in Stripe, and logs any mismatch, a payment with no delivery or a delivery with no payment, into a reconciliation sheet.
Muck Rack Automated Pitch Response Tracking
Every morning, WebRun reviews all pitches sent through Muck Rack, classifies each as interested, declined, or awaiting reply, logs the status in Google Sheets, and posts your team a Slack summary of where every pitch stands.
Function Point Automated New Business Follow Ups
Every Monday, WebRun checks Function Point for pitches and proposals sent to prospects with no reply, drafts a follow up email for each in Gmail, and posts your new business lead a Slack list of who to chase.
Automated SASSIE Shop Assignment Reminders
Two days before a shopper's assigned shop is due, WebRun drafts a friendly SMS reminder in Twilio and posts a summary to Slack for your team to review and send, so fewer shops slip past their deadline forgotten.
Automated BCC Software NCOA Expiry Flags
Every Monday, WebRun checks each client mailing list's last NCOA run date in BCC Software, flags any list approaching the maximum age allowed before its next mailing, posts your team a Slack summary, and pings the compliance lead on Telegram for anything expiring within 48 hours.
Automated Amtelco New Client Onboarding
When a new client account is created, WebRun sets up the standard onboarding checklist in Amtelco, schedules the kickoff call in Google Calendar, drafts a welcome email in Gmail, and tells the onboarding team in Slack.
Sprout Social Automated Usage Rights Tracking
Every Monday, WebRun checks each creator contract stored in Google Drive for its usage rights window, cross-checks which content is still running in Sprout Social under an expiring license, and drafts a renewal request for any right ending within two weeks.
Function Point Automated Media Deadline Alerts
Every morning, WebRun checks Function Point and the media plan in Google Sheets for upcoming booking and material deadlines, and posts your media team a Slack alert before any placement is at risk of missing its slot.
Automated SASSIE Shop Deadline Follow-Ups
When an assigned shop's due date is within 24 hours and still not submitted, WebRun drafts a status check email to the shopper in Gmail and alerts your ops team in Slack so someone can step in before the client notices a gap.
Automated BCC Software Mail Job Status Alerts
WebRun checks BCC Software throughout the day, catches every mail job that changes production stage or stalls past its target time, and posts your production team a live Slack alert so nothing sits unnoticed.
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