Operaciones y TI
Operaciones y TI: plantillas de automatización, página 14
421 flujos de trabajo listos para usar en Operaciones y TI. 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 Vanta Evidence Collection Chaser
Every week, WebRun checks Vanta for controls still waiting on client-supplied evidence, identifies the missing documents, and sends your team a worklist with a draft chase email for each outstanding item.
FranConnect Compliance Document Collection Chaser
WebRun checks FranConnect for missing or expiring compliance documents, finds every franchisee still outstanding, and drafts a follow-up email for your team to review and send.
Automated O'Neil Stratus Client Onboarding
When a new client account is created in O'Neil Stratus, WebRun drafts the welcome email, sets up the client record with default retention codes, and posts the kickoff task list to your operations team in Slack.
Automated vCISO Contract Renewal Reminders
Every week, WebRun checks your active vCISO contracts against Vanta program status and posts renewal reminders to Slack for any engagement expiring within 60 days.
Automated FranConnect Franchise Compliance Deadline Tracker
WebRun scans FranConnect for approaching compliance deadlines across your network, logs them to a shared tracker, and alerts your compliance team in Slack before anything is missed.
Automated Records Management Contract Renewals
WebRun finds service agreements expiring within 60 days in O'Neil Stratus and drafts renewal outreach for each client so your team can follow up before contracts lapse.
Automated Vanta Compliance Deadline Tracking
Every week, WebRun pulls audit dates, evidence deadlines, and control remediation due dates from Vanta and consolidates them into a shared deadline tracker with Slack alerts for anything due within 30 days.
FranConnect Franchisee Certification Expiry Tracker
WebRun checks FranConnect for certifications and training credentials expiring across your franchise network and alerts your compliance team in Slack before any location falls out of standard.
Automated Retention Schedule Compliance Tracking
WebRun reviews retention schedules in O'Neil Stratus, identifies records that have reached their destruction date, and alerts your compliance team before any record is overdue for review.
Automated Vanta Certification Renewal Tracking
Every week, WebRun checks Vanta for approaching SOC 2, ISO 27001, and HIPAA certification renewals and posts a deadline tracker to Slack so no renewal sneaks up on your team.
FranConnect Franchise Agreement Renewal Reminders
WebRun checks FranConnect for franchise agreements expiring within 90 days, logs them to a renewal tracker, and drafts a renewal reminder for each franchisee for your team to review before sending.
Automated Records Center Certification Expiry Tracking
WebRun monitors your NAID, AAA, and other facility and staff certifications, alerts your compliance team before anything expires, and logs the status in a shared tracker.
Automated MSP Asset and Warranty Expiry Alerts
WebRun scans your ConnectWise configuration items for warranties and assets expiring soon and posts your team an internal digest so you can act before clients are exposed.
Automated MSP Ticket SLA Breach Alerts
WebRun monitors ConnectWise tickets approaching their SLA deadline and posts your team an internal alert so engineers can act before a breach occurs.
Automated ConnectWise Stale Ticket Chaser
WebRun finds ConnectWise tickets that have had no update for too long, drafts a follow-up to the client or engineer, and gives your service desk a daily backlog report.
Automated MSP QBR Scheduling and Prep
WebRun identifies which clients are due for a QBR, drafts a scheduling email, and assembles a prep summary from your ConnectWise ticket and agreement data.
Automated MSP Overdue Invoice Chaser
WebRun finds overdue invoices in ConnectWise, drafts a polite payment reminder for each client, and gives your team a clear view of what is outstanding.
Automated MSP New Client Onboarding
WebRun detects a new managed-services agreement in ConnectWise, creates the onboarding ticket, drafts the welcome email, and posts the team their onboarding checklist in Slack.
Automated MSP Monthly Client Reports
WebRun pulls ticket counts, SLA performance, and asset health from ConnectWise each month and drafts a professional client report email ready for your account manager to review and send.
Automated MSP Software License Renewal Reminders
WebRun scans ConnectWise and Syncro for software license renewals coming due, drafts a renewal proposal for each client, and gives your team a weekly renewal pipeline.
Automated MSP Sales Lead Follow-Up
WebRun checks your ConnectWise CRM for new and stale sales leads, drafts a follow-up email for each prospect, and gives your sales team a daily pipeline view in Slack.
Automated MSP CSAT Survey After Ticket Close
WebRun detects resolved tickets in ConnectWise, drafts a short CSAT survey email for each client, and posts your team a weekly satisfaction summary.
Automated MSP Contract Renewal Reminders
WebRun scans your ConnectWise agreements for contracts expiring soon, drafts a renewal reminder for each client, and posts your team a daily list of what is coming due.
Automated MSP Backup Failure Digest
WebRun checks Datto Autotask for backup job failures and warnings across all client devices and posts your engineering team a prioritized internal digest every morning.
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