Sales & Marketing
Sales & Marketing automation templates, page 42
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.
Weekly Customer Health Report for CSMs
Every Monday, WebRun reviews health scores, recent tickets, and upcoming renewals for every account in your portfolio and delivers a prioritised weekly briefing to each CSM - so they always know which customers need attention this week.
Summarise Customer History Before Calls
Before a customer call, WebRun pulls together the account's tickets, notes, and recent interactions into a one-page briefing - so your CSM walks in fully prepared.
Detect At-Risk Accounts Before Churn
WebRun monitors usage and support signals across your customer base every day and flags accounts showing churn risk - so your success team can step in before it's too late.
Nudge Customers Through Onboarding
WebRun tracks where each new customer is in your onboarding flow and sends them a personalised nudge when they haven't completed the next step - so they get value faster and churn less.
Follow Up on Unresolved Tickets
WebRun finds open tickets that haven't had a reply in too long and drafts a polite follow-up for each one - so no customer is left waiting without an update.
Route Support Tickets to the Right Team
WebRun reads every new ticket and assigns it to the correct team - Technical, Billing, Onboarding, or General - so tickets reach the right expert from the moment they arrive.
Weekly Support Trends Report
Every Monday, WebRun analyses last week's ticket data and delivers a clear trends report - volume, top issues, CSAT, and resolution time - so you can spot problems and improve.
SLA Breach Warnings Before They Hit
WebRun monitors your open ticket queue every hour and alerts your team the moment any ticket is at risk of missing its SLA - so you can act before the clock runs out.
Cluster Bug Reports From Tickets
WebRun groups similar bug reports from your support queue into clusters, so your engineering team can see which bugs are hitting the most customers - before anyone has to manually triage.
Find Feature Requests in Support Tickets
WebRun reads your closed support tickets, spots the ones that are really product feedback or feature requests, and logs them to your product backlog - so no customer insight gets lost.
Send CSAT Surveys Automatically
When a ticket is closed, WebRun waits the right amount of time and then drafts a CSAT survey email for your review - keeping your satisfaction scores up to date without manual chasing.
Daily Support Queue Digest
Every morning, WebRun scans your open ticket queue and delivers a clear digest - open counts, oldest tickets, and today's priorities - so your team starts the day focused.
Escalate Angry & Urgent Tickets Instantly
WebRun reads every new ticket for distress signals and escalates the heated ones to a senior agent before the customer has to ask twice.
Triage & Tag Support Tickets Automatically
The moment a ticket lands, WebRun reads it, assigns the right category and priority tags, and routes it to the correct team queue - so your agents open an already-sorted inbox.
Draft Ticket Replies From Help Docs
When a support ticket arrives, WebRun finds the most relevant help article and drafts a personalised reply for your agent to review and send.
Build Your Influencer Outreach Shortlist
WebRun searches Instagram and TikTok for creators whose audience matches your target customer, evaluates their engagement rates, and delivers a shortlist of the best candidates for you to reach out to.
Instagram›
A/B Test Email Subject Lines Automatically
WebRun sets up a Mailchimp A/B subject-line test for your next campaign, monitors the results, and sends you a digest declaring the winner so you can send to your full list with confidence.
Draft Replies to Social Media DMs
WebRun reads new DMs on Instagram and LinkedIn, drafts a personalised reply to each one, and sends you the drafts for approval - so no message goes unanswered and nothing goes out without your sign-off.
Instagram›
Watch Your Competitors' Content
WebRun checks your top competitors' social profiles every day and sends you a digest of their freshest content so you always know what they are pushing and can respond with your own strategy.
Flag Negative Social Comments
WebRun monitors comments on your Instagram and Facebook posts, flags anything negative or inflammatory, and sends you a digest so you can respond before the situation escalates.
Instagram›Weekly Follower & Reach Growth Report
Every Monday WebRun pulls follower counts, reach, and impressions from Instagram, LinkedIn, and X and delivers a clean weekly growth report so you can track what is working.
Instagram›Track Campaign UTM Links in a Sheet
WebRun pulls click and conversion data for all your UTM-tagged campaigns from Google Analytics every day and keeps a live tracking sheet up to date so you always know which campaigns are working.
Grow Your Email List From Social
WebRun finds people who engage with your brand on LinkedIn and Instagram and adds qualified contacts to your Mailchimp audience so your list keeps growing without manual effort.
Instagram›
Draft Your Newsletter From the Week
Every Friday WebRun gathers the week's published posts and top links, writes a newsletter draft in Mailchimp, and leaves it for your review - ready to send with one click.
Don't see your workflow?
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