Sales & Marketing
Sales & Marketing automation templates, page 8
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 dotdigital Send Preflight Checks
Every night, WebRun opens the dotdigital campaign scheduled for tomorrow, checks the address books, subject line and every link, records the results in Google Sheets, and posts a go or no go list in Notion.
Automated D&B Hoovers Contact Coverage Audit
Every Monday, WebRun audits your D&B Hoovers target accounts for missing buying-role contacts, checks Gmail for anyone you already know there, and posts the gaps to Slack.
Automated Dixa Low CSAT Recovery
Every morning, WebRun collects the low satisfaction ratings your Dixa conversations picked up, records them in Airtable, and opens a recovery card in Trello for each one.
Automated Disqus Weekly Engagement Reports
Every Monday, WebRun reads last week's Disqus threads, ranks the most discussed articles with comment and vote counts, sends the report to Telegram, and emails the editor.
Automated Discourse Member Approval Queue
Every morning, WebRun lists the sign ups waiting for approval on your Discourse forum, drafts a welcome message for each new member, posts the queue to Microsoft Teams, and texts the moderator on call.
Automated DEV Community Tag Monitoring
Every morning, WebRun scans the DEV Community tags you follow for posts mentioning your product, drafts an answer for each, and emails you the shortlist to approve.
Automated Deskpro Help Center Gap Reports
Every Monday, WebRun finds the repeat topics in a week of Deskpro tickets that have no help center article, logs them in Airtable, and drafts each article outline in Notion.
Automated Demandbase Campaign Pacing Checks
Every Monday, WebRun checks each Demandbase campaign's spend against plan and days left in flight, opens a Trello card for anything off pace, and messages you on WhatsApp.
Automated Decagon Deflection Reporting
Every Monday, WebRun pulls last week's Decagon conversations, works out deflection and satisfaction, records the week in Airtable, and posts the scorecard to Slack.
Automated Customer.io Deliverability Alerts
Every morning, WebRun reads bounce, complaint, and unsubscribe rates for each Customer.io message, pings Telegram when one is out of line, and posts the breakdown to Slack.
Automated Custify Onboarding Check
Every morning, WebRun finds the Custify accounts still stuck in onboarding with steps outstanding, posts them to Microsoft Teams, and pings Telegram about the most at-risk.
Automated Crunchbase Market Map Building
Every Monday, WebRun sweeps a Crunchbase category into a comparable market map with size, funding and location, texts you the headline changes, and posts the map to Microsoft Teams.
Automated Crisp Weekly Support Scorecard
Every Monday, WebRun reviews the past week of Crisp conversations, scores volume, response time and ratings by operator in Notion, and posts the scorecard to Slack.
Automated Cresta Contact Driver Reporting
Every Monday, WebRun reads last week's Cresta conversations, groups them into the recurring reasons customers made contact, opens Trello cards for the growing ones, and sends the digest by WhatsApp.
Automated Couchsurfing Reference Drafts
Every morning, WebRun checks which Couchsurfing stays have just ended, drafts the reference you owe each guest, tracks the ones owed to you in Microsoft Teams, and sends both to Telegram to approve.
Automated CoSchedule Scheduled Post QA
Every Monday, WebRun reviews every CoSchedule message queued for the coming week, checks the link, image, and profile on each, drafts the fix list in Gmail, and posts issues to Slack.
Automated Copper Won Deal Handoff
Every morning, WebRun finds the Copper opportunities that moved to won, builds the client folder in Google Drive, and opens a kickoff card with scope and contacts.
Automated ConvertKit Form Conversion Alerts
Every Monday, WebRun reads the conversion rate of every ConvertKit form and landing page, posts the ones that stopped bringing subscribers to Slack, and texts you the worst.
Automated Constant Contact Campaign Preflight
Every morning, WebRun reviews the Constant Contact emails due to send, checking the audience, the subject line and every link while there is still time to fix them.
Automated Comm100 Bot Gap Reporting
Every Monday, WebRun reviews the Comm100 bot conversations that ended in a handoff, ranks the missing answers by how often they came up, opens a Trello card each, and files the transcripts in Google Drive.
Automated Cognism Credit Usage Tracking
Every Monday, WebRun opens Cognism, reads the credits and exports used per user against what is left in the period, sends the burn rate to Telegram, and posts the per-user breakdown to Slack.
Automated Close CRM Data Hygiene Audits
Every Monday, WebRun audits your Close leads and opportunities for a missing owner, value, or required field, posts a fix list to Microsoft Teams by rep, and flags the big gaps on Telegram.
Automated ClickFunnels Payment Recovery
Every morning, WebRun finds the ClickFunnels subscriptions whose payment bounced, drafts a card update message for each customer in Notion, and texts you the list.
Automated Clearbit Company Domain Enrichment
Upload a list of company domains and WebRun looks each one up in Clearbit, fills in industry, size, and location, saves the finished sheet to Google Drive, and cards the best fits in Trello.
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