Automotriz y concesionarios
Automotriz y concesionarios: plantillas de automatización, página 3
261 flujos de trabajo listos para usar en Automotriz y concesionarios. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Slack, Gmail y Google Sheets.
Automated DockMaster New Boat Listing Drafts
Every morning, WebRun checks DockMaster for boats newly added to inventory, drafts a listing description and specs for YachtWorld, and gives your sales team a ready-to-review post before it goes live.
Automated RDN Invoice Submission Reminders
WebRun finds recoveries ready to invoice, drafts the details in a tracked queue, and reminds your billing team before the submission window closes.
Automated Ideal Preseason Tune Up Outreach
Every Monday ahead of the season, WebRun finds past service customers due for a tune up in Ideal DMS and drafts a Mailchimp email campaign offering a preseason slot, left unsent for you to review and schedule.
Automated Karmak National Account Billing Recap
Every Monday, WebRun compiles last week's parts and service charges in Karmak Fusion by national account, drafts a consolidated billing recap email for each account's AP contact, and posts your accounting team the totals in Slack.
Automated LSV Registration Renewal Reminders
Every Monday, WebRun checks BiT DMS for LSVs with registration or title paperwork expiring in the next 45 days, drafts a DocuSign renewal packet for each customer, and tells your office admin who still needs to sign.
Automated Preseason Inspection Outreach
WebRun finds ASPEN customers whose equipment has not had a preseason inspection booked, drafts a personal outreach email for each to review, and logs who has been contacted and who has booked in Google Sheets.
Automated EverLogic Lost Quote Winback Drafts
Every Monday, WebRun checks EverLogic for quotes over 14 days old with no sale and no recent follow up, drafts a winback email for each prospect, and sends your sales manager a Telegram list of who's being re-engaged.
Automated DockMaster Haul Out Reminders
Every evening, WebRun checks DockMaster for haul-out appointments scheduled for tomorrow, confirms the slot on your Google Calendar, and drafts a reminder text in Twilio for your team to send.
Automated RDN Daily Recovery Count Digest
Each morning, WebRun counts the prior day's recoveries in RDN by agent and branch and posts your team a one line Slack digest.
Automated Ideal Parts Reorder Point Alerts
Every morning, WebRun checks parts stock in Ideal DMS against each part's reorder point and sends your parts manager a Telegram alert listing what to reorder before it hits zero.
Automated Karmak Lease Renewal Followups
Every morning, WebRun checks lease and rental agreements in Karmak Fusion for units expiring within 60 days, drafts a renewal outreach email for each account, and prepares an unsent DocuSign renewal envelope for your leasing rep to review.
Automated Fleet Cart Quote Follow-Ups
Every morning, WebRun checks BiT DMS for fleet and bulk cart quotes sitting open more than 3 days, drafts a follow-up email to each prospect in Gmail, and posts your sales manager a Slack list of who still needs a nudge.
Automated Parts Price File Change Alerts
WebRun compares each night's ASPEN parts price file update against the prior file, flags SKUs with a cost or list price change over 5 percent, logs every change in Google Sheets, and pings your parts manager on Telegram before counter staff sell at the old price.
Automated EverLogic Floorplan Curtailment Tracking
On the 1st of every month, WebRun checks EverLogic for units crossing into a new floorplan curtailment tier in the next 30 days, confirms the payable in QuickBooks, and logs the schedule to a sheet for your controller.
Automated DockMaster Deposit Confirmations
The moment a new deposit is recorded on a boat sale in DockMaster, WebRun matches it to the invoice in QuickBooks and drafts a confirmation email in Gmail for your sales team to send.
Automated RDN Condition Photo Follow-Ups
WebRun checks each day's recoveries in RDN for a complete condition report and texts the agent a reminder for any unit missing photos.
Automated Ideal Offseason Customer Winback
Every Monday, WebRun finds customers in Ideal DMS with no purchase or service visit in the last 18 months, logs them to a Google Sheet, and drafts a Mailchimp winback campaign left unscheduled for you to review and send.
Automated Karmak Fleet Uptime Alerts
Every 15 minutes, WebRun checks Karmak Fusion for units that just went out of service or were released, drafts a text alert for the fleet contact, and posts your service manager a Microsoft Teams heads up on new downtime.
Automated Cart Inventory Marketplace Listings
When a used cart or LSV is checked into inventory in BiT DMS, WebRun drafts a Facebook Marketplace listing with the specs, condition, and price, and posts your sales team a summary of what's new and ready for review.
Automated Overdue Rental Return Alerts
WebRun checks ASPEN for rental units past their scheduled return date, drafts a reminder for the customer to review, and posts an internal alert to Slack so your rental desk can follow up on the oldest overdue units first.
Automated EverLogic Financing Document Reminders
Every morning, WebRun checks open EverLogic deals for missing financing documents, checks DocuSign for any unsigned envelope, posts the pending list to Slack for F&I, and drafts a text listing what's still needed for your F&I manager to send.
Automated DockMaster Sales Desk Digest
Every night, WebRun pulls the day's deposits, pending trade-ins, and outstanding quotes from DockMaster, logs them to a running Google Sheet, and posts your sales desk a Slack digest to start tomorrow ready.
Automated RDN Assignment Update Reminders
WebRun watches RDN for in-progress assignments that have gone quiet, texts the agent a direct nudge, and tells the office who is behind on updates.
Automated Ideal Daily Service Intake Digest
Every night, WebRun pulls every repair order opened in Ideal DMS that day, logs it to a Google Sheet, and posts your service manager a Slack summary of intake volume, unit types, and bay load.
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