Sales & Marketing
Sales & Marketing automation templates, page 5
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 Patreon Comment Reply Queue
Every morning, WebRun finds unanswered comments on your recent Patreon posts, drafts a reply for each, files the queue in Microsoft Teams, and pings you on Telegram.
Automated Outreach Opt-Out and Bounce Cleanup
Every Monday, WebRun collects the week's Outreach opt-outs and hard bounces, finds the sequences still holding them, and hands sales ops a suppression list to approve.
Automated OneSignal Push Credential Checks
Every Monday, WebRun checks the push credentials behind every OneSignal app and flags the ones nearing expiry or already invalid in Slack and Telegram.
Automated NICE CXone Coverage Checks
Every night, WebRun compares tomorrow's NICE CXone forecast against who is scheduled, posts the short hours to Microsoft Teams, and drafts an overtime offer in Gmail.
Automated Naver Cafe Member Queue Review
Every morning, WebRun reads the pending join and level-up requests in your Naver Cafe, logs each one with how long it has waited in Airtable, and drafts the welcome email in Gmail.
Automated MoEngage Journey Drop-Off Reviews
Every Monday, WebRun walks your live MoEngage journeys step by step, records the drop-off in Airtable, and opens a Trello card for the step losing the most users.
Automated Dynamics 365 Lead Assignment Checks
Every morning, WebRun checks new Dynamics 365 leads for a missing owner or no logged activity, opens a Trello card for each gap, and books a first-touch slot in Google Calendar.
Automatic Metricool Connection Health Checks
Every morning, WebRun checks that every social network connected to Metricool is still authorised, logs the state in Airtable, and opens a Trello card the moment one drops.
Automated Meltwater Journalist Pitch Lists
Every Monday, WebRun turns your Meltwater coverage into a ranked list of writers and outlets to pitch, blocks the outreach time in Google Calendar, and posts the list to Slack.
Automated Meetup New Member Welcomes
When someone joins your Meetup group, WebRun reads their intro answers, drafts a personal welcome email in Gmail, and posts the new member to Slack with the next event to point them at.
Automated Medium Response Reply Queue
Every morning, WebRun collects the new responses on your Medium stories, drafts a reply to each in your voice, queues them in Trello, and sends you a WhatsApp summary.
Automated Medallia Response Coverage Checks
Every Monday, WebRun compares each location's Medallia response volume against last month, posts the under-collecting units to Microsoft Teams, and alerts you on Telegram when one goes silent.
Automated Mastodon Post Preflight Checks
Every Monday, WebRun reviews your scheduled Mastodon posts for missing alt text, wrong visibility, or a missing content warning, files the report in Drive, and texts you what to fix.
Automated Marketo Nurture Stream Checks
Every Monday, WebRun counts the people who have exhausted each Marketo stream, opens a Trello card for the streams that need new content, and keeps the numbers in Notion.
Automated ManyChat Tag Coverage Audits
Every Monday, WebRun audits your ManyChat contacts for missing tags and empty custom fields, files the evidence in Google Drive, and writes the gaps up in Notion.
Automated ManageEngine Change Approval Tracking
Every morning, WebRun reads your ManageEngine change requests, shows which are still unapproved against their planned start dates, and texts you about the risky ones.
Automatic Mailshake Campaign Runway Alerts
Every morning, WebRun checks how many prospects each running Mailshake campaign has left, writes the runway into Notion, and files the top-up brief in Google Drive.
Automated Mailjet Campaign Performance Report
Every Monday, WebRun opens Mailjet, ranks last week's campaigns by open and click rate, drafts the recap email in Gmail, and posts the scorecard to Slack.
Automated Mailgun Sending Domain DNS Audits
Every Monday, WebRun checks the DNS and authentication records on every Mailgun sending domain, opens a Trello card for each failure, and sends the audit to your team on WhatsApp.
Automated MailerLite Inactive Subscriber Review
Every Monday, WebRun finds the MailerLite subscribers who have not opened or clicked in months, drafts the review list in Gmail, and books a calendar slot to decide before anyone is removed.
Automated Lusha Prospect List Building
Every Monday, WebRun runs your saved Lusha filters, drops the deduped contacts into Airtable, and opens a Trello card per rep with the accounts they are working this week.
Automated Loomly Comment Inbox Triage
Every morning, WebRun reads the interactions Loomly pulls in from your social accounts, drafts a reply for each unanswered comment in Gmail, and posts the queue to Slack.
Automated Bot Escalation Intent Reports
Every Monday, WebRun opens LivePerson, groups last week's escalations by intent, posts the ranked list to Telegram, and leaves a stakeholder summary drafted in Gmail for you to send.
Automated LiveChat Queue Wait Alerts
Every hour, WebRun checks your LiveChat queue and, when waiting visitors or wait times cross your line while agents are online, posts Slack and texts the shift lead.
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