Sales & Marketing
Sales & Marketing automation templates, page 9
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 Clay Credit Balance Alerts
Every morning, WebRun reads your Clay credit balance and how fast it is burning, tracks the runway in Notion, and texts you by Twilio when a campaign is about to run dry.
Automated Clari Forecast Submission Chasing
Every Monday, WebRun checks who has and has not submitted their Clari forecast, saves the roll up to Google Drive, and texts the reps still missing before the call starts.
Automated Circle Event RSVP Reminders
Every Monday, WebRun counts RSVPs for each upcoming Circle event, drafts a reminder post for the light ones, queues it on Trello, and sends the numbers to WhatsApp.
Automated ChurnZero Survey Response Routing
When a survey response lands in ChurnZero, WebRun matches it to the account and its owner, logs it in Notion, and drafts the CSM a Gmail handover for you to send.
Automated Chorus Rep Coaching Playlists
Every Monday, WebRun picks coachable moments from each rep's Chorus calls, builds a per-rep card in Trello, and logs the coaching history in Airtable.
Automated Chili Piper Availability Checks
Every Monday, WebRun checks your Chili Piper queues for next week's open slots and writes the coverage gaps to Notion before a prospect finds them.
Automated Chatwoot Agent Scorecards
Every Monday, WebRun reads last week's Chatwoot conversations per agent, lines the numbers up against each one to one in Google Calendar, and posts the scorecard to Teams.
Automated Chatra Saved Reply Gap Review
Every Monday, WebRun reads last week's Chatra chats for repeated questions, drafts a saved reply for each one, and posts the list to Teams with a Google Sheets log.
Automated Chaport Repeat Question Roundup
Every Monday, WebRun reads last week's Chaport transcripts, groups the questions asked over and over, and drafts a saved reply for each one in Notion.
Automatic Carrd Site Health Monitoring
Every morning, WebRun visits each of your published Carrd sites, checks the domain loads and the links work, logs the results in Notion, and texts you when one is broken.
Automated Sales Quota Risk Watchlist
Every Monday, WebRun reads attainment in CaptivateIQ, compares each rep against expected pace for the quarter, posts the watchlist to Microsoft Teams, and drafts a coaching note for each rep at risk.
Automated Capsule Pipeline Hygiene Checks
Every Monday, WebRun finds Capsule opportunities with no next task scheduled, logs them by owner in Airtable, and texts you the drifting list before the pipeline call.
Automated Canny Shipped Feature Announcements
Every Monday, WebRun finds Canny posts marked complete, collects the voters who asked for them, drafts the announcement in Gmail, and books time to publish the changelog.
Automated Campaign Monitor List Hygiene
Every Monday, WebRun reconciles Campaign Monitor bounces and unsubscribes against every list, reports list health in Teams, and drafts the cleanup note in Gmail.
Automated BuzzSumo Author Outreach Lists
Every Monday, WebRun runs your BuzzSumo topic searches, ranks the authors behind the coverage, posts the outreach list to Telegram, and texts you when a big name starts covering it.
Automatic Buffer Queue Gap Checks
Every Monday, WebRun reads your Buffer queue for the week ahead, finds the channels and days with empty slots, drafts a Twilio nudge, and posts the gaps to Teams.
Automated Bluesky Post Archive Backup
Every night, WebRun copies the day's Bluesky posts, replies, reposts, and images into a dated Google Drive folder and logs the archive run on a Trello card.
Automated Brevo Transactional Bounce Alerts
Every morning, WebRun reads your Brevo transactional logs for overnight hard bounces and blocked contacts, texts the developer on call, and posts the affected customers to Microsoft Teams.
Automated Braze Scheduled Send Pre-Flight
Every Monday, WebRun opens Braze, reviews each campaign and Canvas queued for the week with its segment and audience size, posts the pre-flight list to Slack, and drafts a Gmail note on anything odd.
Automated BMC Helix Change Approval Queue
Every morning, WebRun lists the BMC Helix change requests still waiting on an approver, ranks them by risk and start date, and drafts a nudge for each approver.
Automated Site Search Gap Reporting
Every Monday, WebRun opens Bloomreach, pulls the site search terms that returned nothing worth buying, writes a ranked gap report into Notion, and texts the merchandiser the top misses.
Automated Bitrix24 New Lead Triage
Every morning, WebRun lists the Bitrix24 leads that arrived overnight with no responsible person or no first activity, posts the triage list to Microsoft Teams, and sends the manager a Telegram summary.
Automated Birdeye Business Listing Audits
Every Monday, WebRun audits your Birdeye listings for wrong hours, mismatched phone numbers, and duplicates, posts a per-location fix list to Microsoft Teams, and texts you the urgent ones.
Automatic BeReal Posting Window Nudges
Every hour, WebRun opens BeReal, checks whether today's window has opened and whether the account has posted, raises a Trello nudge for whoever is on duty, and logs the day in Notion.
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