Sales & Marketing
Sales & Marketing automation templates, page 40
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 PR Media Coverage Monitoring Digest
Every morning, WebRun pulls fresh media mentions for all your clients from Cision, de-duplicates them, and posts a clean organised digest to Slack so your team starts the day knowing what coverage landed overnight.
Automated PR Client Coverage Report
WebRun pulls the month's media mentions from Cision and your coverage log, tallies reach, sentiment, and top outlets, and drafts a client-ready coverage report in Google Docs for your team to review before sending.
Automated PR Brand Sentiment Spike Alert
Every few hours, WebRun checks Cision for unusual spikes in client brand mentions, measures sentiment shift, and posts an immediate Slack alert to the account team when negative coverage or mention volume crosses your threshold.
Automated PR Award and Speaking Deadline Tracker
Every Monday, WebRun scans your award and speaking opportunity tracker in Google Sheets for deadlines in the next two weeks, checks draft entry status for each in Prowly, and posts a prioritised Slack alert so your team submits every opportunity on time.
Automated Per-Account Ticket Volume Digest
Every Monday, WebRun tallies last week's support tickets per account in HubSpot, logs the counts and trend in Google Sheets, and posts each CSM a Slack digest of their accounts by ticket volume so support pain becomes a CS signal.
Automated Catalyst Success Plan Milestone Digest
Every Monday, WebRun checks Catalyst for success-plan milestones that are overdue or due this week, ranks them by account value and days late, and posts each CSM a Slack digest so the goals you promised customers stay on track.
Automatic Executive Sponsor Change Alerts
Every morning, WebRun cross-checks your key sponsors in Gainsight against contact activity in HubSpot, spots the ones who look to have changed roles or gone dark, and alerts the owning CSM in Slack so a champion exit gets covered before renewal.
Automatic Seat Utilization Alerts
Every Monday, WebRun checks ChurnZero for accounts using only a fraction of their licensed seats, ranks them by wasted spend and renewal date, and posts the owning CSM a Slack list so low utilization gets fixed before it becomes a downgrade.
Automated Red Account Standup Digest
Every morning, WebRun pulls your red-health accounts from Vitally, notes what tipped each one and what changed overnight, and posts the team a single Slack standup digest so the daily huddle opens on the accounts that need it most.
Automated Gainsight QBR Scheduling
Every Monday, WebRun finds accounts due a QBR in Gainsight, builds a prep pack of health, adoption, and renewal facts in Google Sheets, and drafts a scheduling email to the sponsor in Gmail for the CSM to review and send.
Automated Totango Onboarding Escalations
Every morning, WebRun checks Totango for new accounts stuck on an onboarding step past its target, ranks them by days stalled and contract value, and escalates them to your team in Slack so a stalled launch gets unstuck before it sours.
Automated Custify NPS Detractor Save Plays
Every morning, WebRun finds fresh NPS detractors in Custify, reads each account's health and recent friction, drafts a personal save-play outreach in Gmail for the CSM to review, and alerts the owner in Slack so a bad score gets a human response within the day.
Automatic Expansion Opportunity Flags
Every Monday, WebRun scans Planhat for accounts showing expansion signals like high seat utilization and rising adoption, logs each opportunity with its trigger in Google Sheets, and posts the owning CSM a ranked upsell shortlist in Slack.
Automatic Auto-Renewal Advance Warnings
Every morning, WebRun finds contracts in Planhat whose auto-renewal notice deadline is approaching, checks each account's health, and warns the owning CSM in Slack so a customer is never surprised by a charge and the team never misses a notice window.
Automatic Customer Advocacy Candidate Flags
Every Monday, WebRun finds your healthiest, happiest accounts in Vitally, drafts a warm referral or review ask to each champion in Gmail for the CSM to review, and posts a Slack shortlist of advocacy candidates with why each one qualifies.
Automated ChurnZero Adoption Gap Nudges
Every Monday, WebRun finds accounts in ChurnZero that have never adopted a key feature, drafts a helpful enablement nudge to each in Gmail for the CSM to review, and posts the owner a Slack list so adoption gaps close before they become churn.
Automated Planhat Renewal Reminders
Every morning, WebRun checks Planhat for renewals coming due, reads each account's health and usage, drafts an outreach email to the customer in Gmail for your review, and posts the CSM a Slack list of renewals to work.
Automated Amplitude Usage Decline Alerts
Every Monday, WebRun reviews product usage in Amplitude, finds accounts whose active usage is dropping, checks the owner and renewal date in HubSpot, and posts your CSMs a ranked at-risk list in Slack.
Weekly Content-Calendar Status Digest
Every Monday, WebRun checks your content calendar in Notion, tallies what's on track, what's overdue, and what's scheduled for this week, and sends your team a clear status digest before the week kicks off.
Audit & Fix Missing Image Alt-Text
Every week, WebRun scans your WordPress posts for images with missing or empty alt text, drafts a descriptive suggestion for each one, and delivers the list for your review - so you can add them in bulk rather than hunting one by one.
WordPress›Find Featured-Snippet Opportunities
Every week, WebRun analyses your current rankings to find the keywords where you're close to winning a featured snippet, and drafts a prioritised optimisation list so you can grab more position-zero results.
Monitor Backlinks Gained & Lost
Every morning, WebRun checks your backlink profile in Ahrefs for new links gained and links lost since yesterday, and sends you a daily digest so you stay on top of your link equity.
Refresh Your Decaying Blog Posts
Every week, WebRun finds posts losing organic traffic, pulls the latest data on what searchers want now, and prepares a prioritised refresh brief - held as a draft for your editorial team to act on.
Weekly Traffic & Top-Pages Report
Every Monday, WebRun pulls last week's traffic data from Google Analytics, identifies your top-performing pages and any surprises, and sends you a clean summary before your week begins.
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