Operaciones y TI
Operaciones y TI: plantillas de automatización, página 5
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 UpCounsel Open Proposal Tracking
WebRun checks UpCounsel for proposals still awaiting a decision, flags the ones going cold, and posts a chase list to Microsoft Teams with a Trello board to track them.
Automated TrustRadius Buyer Intent Alerts
Every morning, WebRun checks TrustRadius for new reviews and buyer intent signals, adds a follow-up call to Google Calendar for hot accounts, and alerts the sales rep over WhatsApp.
Automated T-Mobile Business Usage Export
Every week, WebRun pulls usage and charges for every T-Mobile business line into an Airtable tracker and posts a summary note to Notion.
Automated Three Business Usage Alerts
Every week, WebRun checks your Three Business account for lines nearing their data allowance or contract end date, saves a usage report to Google Drive, and alerts the admin in Slack.
Automated TaxSlayer Return Onboarding
When a new client return starts in TaxSlayer Pro, WebRun logs it to Airtable and builds a document checklist in Notion so nothing required is missing before filing.
Automated TimeSolv Weekly Billable Scorecards
WebRun reviews TimeSolv time entries for the week, scores billable hours against target by timekeeper, and logs the scorecard to Google Sheets with a Gmail summary.
Automated TaxJar Sales Tax Reconciliation
Every month, WebRun compares TaxJar's filed sales tax returns against the tax actually collected by state, logs the totals to Google Sheets, and creates a Notion task for any state with a discrepancy.
Automated TaxAct Filing Deadline Reminders
Every Monday, WebRun checks TaxAct for client returns still in progress as the deadline nears, saves a status report to Google Drive, and texts the preparer a reminder through Twilio.
Automated State Farm Weekly Policy Scorecard
Every week, WebRun checks your State Farm policies for premium totals, upcoming renewals, and open claims, logs it to a sheet, and posts a scorecard to Notion.
Automated SSA Wage Report Status Tracking
WebRun checks the SSA Business Services Online account for wage reports still pending or rejected, saves the confirmation receipt to Google Drive, and texts you if one sits unresolved too long.
Automated Ubersuggest Keyword Idea Handoff
WebRun runs your tracked topics through Ubersuggest, finds fresh keyword opportunities, and pings the content team on Telegram with a Twilio text for the top pick.
Automated Thoropass Evidence Request Chasing
WebRun finds overdue evidence requests in Thoropass, drafts a reminder for each owner, and logs the status to Airtable with a Gmail nudge for the oldest ones.
Automated Taboola Weekly Performance Scorecard
Every Monday, WebRun pulls last week's Taboola campaign spend and performance, books a review meeting on Google Calendar, and posts the scorecard to Microsoft Teams.
Automated StackAdapt Pacing Alerts
Every morning, WebRun checks StackAdapt for campaigns pacing significantly over or under their daily budget, posts an alert to Microsoft Teams, and creates a Trello card to adjust the flight.
Automated Sprinto Compliance Failure Alerts
Every morning, WebRun checks Sprinto for controls that started failing overnight, alerts the compliance lead over Telegram, and texts critical failures through Twilio.
Automated Splash Event Registrant Handoff
WebRun checks Splash for new event registrants, logs each one to Slack for the sales team, and sends a Telegram ping for registrants marked high priority.
Automated Spectrum Business Install Tracking
WebRun checks your Spectrum Business account for installation and activation status, holds the install date on your calendar, and posts setup progress to Microsoft Teams.
Automated Smokeball Unbilled Time Chasing
WebRun finds unbilled time entries in Smokeball, logs them to a Trello board by attorney, and pings the team on WhatsApp before the billing cycle closes.
Automated Sky Business Billing Reconciliation
WebRun compares this month's Sky business bill against last month's, flags any charge that changed, posts the difference to Microsoft Teams, and creates a Trello card for anything to query.
Automated SiteMinder Channel Performance Scorecard
Every Monday, WebRun pulls booking pace and channel performance from SiteMinder into Google Sheets, and drafts a Gmail summary for the revenue manager.
Automated Sistrix Visibility Index Alerts
WebRun checks Sistrix for visibility index changes on tracked domains, pings the SEO team on WhatsApp, and books a Google Calendar review for a big drop.
Automated Singtel Usage Threshold Alerts
WebRun checks your Singtel business account for lines approaching their data or call limit, posts an alert to Telegram, and texts you if a line actually goes over.
Automated Simpro Job Cost Reconciliation
Every Monday, WebRun compares last week's completed Simpro jobs against what was actually invoiced, logs any discrepancy to Airtable, and drafts a Gmail summary for the accounts team.
Automated ShowingTime Daily Showings Digest
Every morning, WebRun pulls today's scheduled ShowingTime showings and any agent feedback from yesterday, posts a summary to Slack, and escalates no-shows to Telegram.
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