Sales & Marketing
Sales & Marketing automation templates, page 7
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 Hootsuite Post Approval Reminders
Every morning, WebRun finds the Hootsuite posts still waiting on approval, logs them in Airtable, and messages your approvers on WhatsApp before the publish time passes.
Automated Highspot Training Completion Chasing
Every morning, WebRun checks who has not finished assigned Highspot training, tracks the gap in Google Sheets, and drafts a Twilio text reminder for each rep running late.
Automated Help Scout Docs Gap Reports
Every Monday, WebRun reads a week of Help Scout conversations, ranks the repeat questions with no article behind them, and files the list to Google Sheets.
Automated Groove Warm Prospect Queue
Every morning, WebRun reads your Groove flow engagement, finds prospects opening and clicking without replying, checks the thread in Gmail, and posts a ranked call list to Slack.
Automated Goodreads Reading Challenge Tracking
Every Monday, WebRun checks your Goodreads reading challenge against the calendar, sends the pace to Telegram, and blocks reading time on Google Calendar if you are behind.
Automated Gong Competitor Mention Alerts
Every morning, WebRun reads yesterday's Gong call transcripts, pulls out every competitor and pricing mention with the quoted line, and files each one in Trello.
Automated Appointment No-Show Rebooking
Every morning, WebRun reads your GoHighLevel calendars for unconfirmed appointments and yesterday's no-shows, drafts each message in Twilio, and logs the day in Notion.
Automated GetResponse Webinar Follow-Ups
Every morning, WebRun splits your GetResponse webinar registrants into attendees and no shows, drafts a follow up for each group, and posts the numbers to Microsoft Teams and Telegram.
Automated Freshservice Contract Renewal Alerts
Every morning, WebRun reads your Freshservice contracts and licences, finds what expires or auto renews soon, and posts the watchlist to Telegram.
Automated Freshsales Contact Data Cleanup
Every night, WebRun scans Freshsales for contacts with a missing email or phone, no owner, or an obvious duplicate, logs them in Airtable, and opens a Trello card per batch.
Automated Freshchat Unassigned Queue Alerts
Every hour during opening hours, WebRun counts the Freshchat conversations with no agent on them, posts the count and the oldest waiting chat to Slack, and drafts an escalation email when the queue keeps growing.
Automated Follow Up Boss Lead Source Reports
Every Monday, WebRun groups your Follow Up Boss people by lead source, follows each group through to appointments and deals, and files the per source numbers in Airtable and Notion.
Automated Folk Meeting Prep Briefs
Every morning, WebRun reads today's Google Calendar, pulls each attendee's Folk record, and writes you a short prep brief per meeting in a Google Sheet.
Automated Flodesk List Hygiene Sweeps
Every Monday, WebRun finds the Flodesk subscribers who stopped opening, groups them into a re-engagement segment, drafts the win-back email in Gmail, and reports the numbers to Slack.
Automated Flickr Upload Organization
Every night, WebRun finds the Flickr uploads missing a title, tags, or an album, drafts suggestions for each in Microsoft Teams, and emails you the night's list from Gmail.
Automated Fireflies Competitor Mention Report
Every Monday, WebRun reads last week's Fireflies.ai transcripts, counts every competitor and objection mentioned, logs the tally in Airtable, and texts you the headline.
Automated Fandom Wiki Maintenance Sweep
Every morning, WebRun sweeps your Fandom wiki for uncategorized, orphaned, and stub pages, files the fix list in Google Drive, and posts the day's queue to Notion.
Automated EZ Texting Inbox Reply Triage
Every hour, WebRun sorts unanswered messages in your EZ Texting Team Inbox by waiting time, drafts a reply to each, opens a Trello card, and pings you on WhatsApp.
Automated Emarsys Program Health Checks
Every morning, WebRun checks your Emarsys automation programs for anything stopped, erroring, or feeding on an empty segment, and posts the health list to Telegram.
Automated Eloqua Campaign Readiness Checks
Every morning, WebRun pre-flights your scheduled Oracle Eloqua campaigns, records what is still missing in Airtable, and posts the blockers to your marketing ops Slack.
Automated eDesk Marketplace Feedback Requests
Every morning, WebRun finds eDesk orders that were delivered without a single problem, queues a feedback request in Twilio for you to approve, and sends the shortlist to Telegram.
Automated Drip Signup Form Health Checks
Every morning, WebRun compares each Drip form's signups against its normal rate, flags any that fell to nothing, and messages you before list growth stalls.
Automated Drift Meeting Booking Checks
Every morning, WebRun checks the meetings booked through Drift against the assigned rep's calendar in Microsoft Teams and pings Telegram when a booking never landed.
Automated Douyin Competitor Post Tracking
Every morning, WebRun checks yesterday's videos from your Douyin watchlist accounts, records the engagement and the hook each one used, and posts the roundup to Microsoft Teams.
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