Sales & Marketing
Sales & Marketing automation templates, page 38
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 Amtelco Missed Message Follow-Ups
WebRun finds messages delivered to an on-call contact with no confirmed callback after an hour, sends one text reminder through Twilio, and logs every follow-up to Google Sheets.
Automated SASSIE Rejected Shop Reassignment
The moment an editor rejects a shop submission in SASSIE, WebRun logs the rejection reason to a Google Sheet and posts a Slack alert to scheduling so a reshop gets queued before the client's deadline slips.
Automated BCC Software Job Invoice Follow-Ups
Every Monday, WebRun confirms which jobs actually mailed in BCC Software, finds their matching QuickBooks invoices now past due, drafts a polite reminder to each client in Gmail, leaves it unsent for review, and posts finance a Slack list of who still owes.
Automated Amtelco Daily Call Volume Digest
Every morning, WebRun pulls yesterday's call and message volume per client from Amtelco, logs it to a running tracker in Google Sheets, and posts the digest to Slack.
Sprout Social Automated Approval Chasing
Every morning, WebRun checks the Sprout Social content calendar for posts still waiting on approval, pings the assigned approver in Slack, and drafts a nudge email for any client sign-off that is running late.
Muck Rack Automated Interview Request Tracking
WebRun checks Muck Rack every 15 minutes for journalist replies requesting an interview, logs each request in Google Sheets with the deadline, and drafts a scheduling reply in Gmail for your team to review and send.
Function Point Automated Brief Approval Reminders
Every morning, WebRun checks Function Point for creative briefs waiting on client sign off, drafts a polite nudge email for anything stalled too long, and posts your team a status list in Slack.
Automated SASSIE Late Report Editing Alerts
WebRun checks SASSIE for submitted shop reports still waiting on an editor past your turnaround window, and pings your editing lead in Slack before a client's reporting deadline slips.
Automated BCC Software Drop Shipment Alerts
Every hour, WebRun checks drop-ship jobs nearing their mail date in BCC Software, confirms whether a USPS FAST appointment is booked for each destination, stages the appointment request for anything missing, and pings your dispatcher on Telegram to review and confirm it.
Automated Amtelco Client Script Update Drafts
When a client requests a greeting or script change, WebRun drafts the new wording and a confirmation email, logs the request for audit, and leaves both unsent for a supervisor to approve.
Sprout Social Automated Monthly Client Reports
On the first of each month, WebRun pulls the past month's growth, engagement, and top content from Sprout Social for every client, builds the numbers into a Google Sheet, and drafts a formatted report in Google Docs for the account manager to review and send.
Muck Rack Automated Embargo Lift Reminders
Every morning, WebRun checks your embargo calendar in Google Sheets against active Muck Rack pitches, flags any embargo lifting in the next 24 hours, and posts a Slack reminder so your team acts the moment it's clear.
Function Point Automated Client Invoice Reminders
Every Monday, WebRun checks Function Point and QuickBooks for client invoices past due, drafts a polite payment reminder for each in Gmail, and leaves every draft for your accounts team to review and send.
Automated SASSIE Geo Verification Fraud Flags
WebRun checks each submitted shop in SASSIE for GPS coordinates that do not match the shop location or a visit duration that looks implausible, logs anything suspicious to a Google Sheet, and alerts your QA team in Slack to investigate before it reaches a client.
Automated BCC Software Job Pipeline Digest
Every morning, WebRun opens BCC Software, counts every active job by production stage, logs the breakdown to a running Google Sheet, and posts your team a Slack digest that flags any job at risk of missing its mail date.
Automated Amtelco Shift Coverage Gap Alerts
WebRun checks Amtelco a few minutes after every shift start to confirm the scheduled agent has logged into their queue, texts a backup through Telegram if not, and alerts the supervisor in Slack.
Sprout Social Automated Campaign Recaps
Every Monday, WebRun pulls each active campaign's reach, engagement, and click metrics from Sprout Social, builds the weekly numbers in Google Sheets, and drafts a client-ready recap email for the account manager to review and send.
Muck Rack Automated Crisis Mention Alerts
Every hour, WebRun scans Muck Rack's media monitoring for negative-sentiment or high-risk mentions of each client, and posts an urgent Slack alert with the outlet and link so your team can respond fast.
Function Point Automated Client Feedback Requests
Every morning, WebRun checks Function Point for projects marked complete in the last day, drafts a short feedback request email for each client in Gmail, and leaves every draft for your account team to review and send.
Automated SASSIE Completion Rate Digest
Every night, WebRun tallies each client program's shop completion rate in SASSIE, compares it against the pace needed to hit the target date, and posts a Slack digest so management can see which programs are falling behind before the client does.
Automated BCC Software Proof Approval Drafts
Every few minutes, WebRun finds jobs in BCC Software with a proof newly ready for client sign-off, stages a DocuSign approval envelope, drafts the cover email in Gmail, and leaves both unsent for your account manager to review and send.
Automated Amtelco After-Hours Message Delivery
After hours, WebRun checks Amtelco for new messages agents just took, texts each one to the client's on-call contact on file, and logs every delivery in Slack.
Sprout Social Automated Brand Mention Digests
Every hour, WebRun scans Sprout Social's listening feed for new mentions of each client's brand, groups them by sentiment, and posts a digest to Slack so the account team never misses a spike or a negative thread.
Muck Rack Automated Client Coverage Reports
Every Monday, WebRun compiles each client's coverage from the past week in Muck Rack, builds the numbers in a Google Sheet, and drafts a ready-to-send report email in Gmail for your account lead to review.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.