Automotriz y concesionarios
Automotriz y concesionarios: plantillas de automatización, página 4
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 Karmak DOT Inspection Alerts
Every morning, WebRun checks DOT annual inspection due dates in Karmak Fusion, drafts a reminder text for each fleet contact whose unit is due within 30 days, and logs the full compliance list to Google Sheets.
Automated Cart Battery Replacement Reminders
Every morning, WebRun checks BiT DMS for carts whose batteries are past their expected replacement age, drafts a text reminder to each customer in Twilio, and posts your service desk the queue to review and send.
Automated Financing Quote Follow-Up Drafts
WebRun checks ASPEN for equipment financing quotes sitting untouched for more than 5 days, drafts a follow-up email for the customer to review, and cross-checks QuickBooks to see if the sale already closed some other way.
Automated EverLogic Deposit Followup Tracking
Every morning, WebRun checks EverLogic for deposited deals that haven't closed within your window, confirms the deposit posted in QuickBooks, logs the list to a tracking sheet, and drafts a follow up text for each customer for your salesperson to review before sending.
Automated DockMaster Boat Show Lead Nurture
The moment a new boat show prospect lands in DockMaster, WebRun logs it to your lead tracker, drafts a personalized nurture email in Gmail, and pings the assigned rep in Slack to review and send.
Automated RDN Agent Productivity Report
Every Monday, WebRun tallies each agent's assignments, recoveries, and close rate from RDN into one weekly productivity report.
Automated Ideal Aged Unit Inventory Flags
Every Monday, WebRun finds units sitting in Ideal DMS inventory past 90 days, totals the floorplan interest cost in QuickBooks, and drafts a Mailchimp discount campaign to move them, left unscheduled for your sales manager to review.
Automated Karmak Aged Truck Inventory Alerts
Every Monday, WebRun checks unit inventory in Karmak Fusion for trucks aging past your target days on lot, logs the full aging report to Google Sheets, and texts your sales manager the oldest units needing attention.
Automated Aged Cart Inventory Alerts
Every morning, WebRun checks BiT DMS for carts that have sat unsold past your aging threshold, builds a report in Google Sheets, and posts your sales manager a Slack alert with the oldest units first.
Automated Equipment Delivery Scheduling
WebRun checks ASPEN for units sold but not yet delivered, blocks a delivery slot on the driver's calendar, drafts a delivery confirmation for the customer to review, and flags any unit at risk of missing its promised date.
Automated EverLogic Aged Trailer Alerts
WebRun scans EverLogic each Monday for trailers aged past your threshold, posts the aging list to Slack, and drafts a price drop recommendation email for your GM to review before it goes out.
Automated DockMaster Aged Inventory Alerts
Every Monday, WebRun scans DockMaster for boats sitting in inventory past your aging threshold, logs each one to a tracking sheet, and pings your sales manager in Telegram with the oldest, highest-value units first.
Automated F&I Chargeback Reserve Alerts
WebRun reads cancelled and early payoff contracts in MenuMetric, calculates the F&I income clawed back against the reserve posted in QuickBooks, and sends the finance director a Telegram alert when chargebacks outrun what is held in reserve.
Automated F&I Product Cancellation Intake
WebRun reads new product cancellation requests, pulls the original contract and mileage from MenuMetric, calculates the pro rata refund owed, drafts the provider cancellation request for review, and logs each open refund to Google Sheets.
Automated Unsigned eContract Flags
WebRun cross checks eContracted products in MenuMetric against their DocuSign envelopes, drafts a signature reminder for each customer who has not signed, leaves it unsent for review, and posts the F&I office a Slack list of contracts stuck without a signature.
MenuMetric Automated F&I Penetration Digest
WebRun reads the F&I performance metrics in MenuMetric, calculates product penetration and PVR by manager for the period, logs the numbers to Google Sheets, and posts each manager a Slack digest of their VSC, GAP, and product per deal against target.
Automated Unwound Deal Product Flags
WebRun compares unwound and returned deals against the aftermarket products still active in MenuMetric, logs the products that need cancelling to Google Sheets, and sends the F&I office a Telegram alert so no VSC or GAP contract stays live on a dead deal.
Automated F&I Remittance Reconciliation
WebRun pulls the aftermarket products sold in MenuMetric, matches each against provider remittance and the amounts posted in QuickBooks, logs a reconciliation to Google Sheets, and flags any product paid short, unpaid, or priced wrong.
MenuMetric Automated F&I Menu Prep
WebRun reads the deal and vehicle details in MenuMetric, builds a compliant four column F&I product menu with the right eligible products and pricing, logs what it prepared to Google Sheets, and pings the F&I manager in Slack so the menu is ready to present.
Automated Contracts In Transit Tracking
WebRun reads every unfunded deal in MenuMetric, calculates days in transit and each lender's funding deadline, logs an aging report to Google Sheets, and sends your finance director a Telegram digest of contracts at risk of falling out of funding.
Automated F&I Funding Document Collection
WebRun checks each pending deal in MenuMetric against the funding document checklist, drafts a polite request in Gmail for whatever the buyer still owes, and keeps a Google Sheets tracker of which deals are blocked and the documents each is waiting on.
MenuMetric Automated F&I Deal Intake
WebRun watches for deals the sales desk marks ready, pulls the buyer, vehicle, and deal structure from MenuMetric, logs a clean intake row to Google Sheets, and books the next open F&I slot on Google Calendar so the customer is queued and prepped.
MAM Autopart Automated Vendor Cost Change Digest
Every Monday, WebRun compares this week's vendor invoices in MAM Software Autopart to the recorded buy prices and posts a digest of any cost variances to the purchasing manager so margin erosion is caught before it compounds.
MAM Autopart Automated Slow-Moving Inventory Report
Every Monday, WebRun analyses sales history in MAM Software Autopart to find SKUs with no movement in the past 90 days and posts a slow-movers report to the purchasing manager so dead stock is cleared before it accumulates further.
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