Operaciones y TI
Operaciones y TI: plantillas de automatización, página 9
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 Travelers Stalled Claim Chasing
Every Monday, WebRun checks Travelers for open claims with no update in over a week, drafts a check-in email for each one in Gmail for you to review, and logs every claim's status in Airtable.
Automated Tradify Quote to Job Reconciliation
Each morning, WebRun checks which Tradify quotes were accepted, confirms each one has a job on the schedule, posts any gap to Microsoft Teams, and creates a Trello card to get it booked.
Automated Thumbtack New Lead Digest
Every morning, WebRun checks Thumbtack for new customer leads and quote requests, posts a Slack digest of all of them, and sends a Telegram alert for anything marked urgent or high value.
Automated Trade Desk Campaign Pacing Alerts
Every morning, WebRun checks The Trade Desk for campaigns pacing over or under budget, creates a Trello card for each one needing action, and messages you on WhatsApp for anything critically off pace.
Automated Telus Contract Renewal Reminders
Every morning, WebRun checks your Telus Business account for plan and contract renewal dates coming up, adds each one to Google Calendar, and messages you on WhatsApp when a renewal is within a week.
Automated Telstra Business Usage Scorecard
Every Monday, WebRun opens Telstra Business, checks data, call, and roaming usage plus the latest bill across every line, saves the breakdown to Google Drive, and posts a spend scorecard to Slack.
Automated simPRO Job Cost Overrun Alerts
Throughout the day, WebRun checks active simPRO jobs against their quoted cost, posts an alert to Telegram the moment one runs over budget, and texts you if the overage crosses your threshold.
Automated Orange Business Account Scorecard
Every Monday, WebRun pulls line usage and open service tickets from your Orange Business account, posts a scorecard to Slack, and escalates any ticket open more than a week to Telegram.
Automated Old Dominion Delay Alerts
Every morning, WebRun checks Old Dominion for shipments running behind their scheduled delivery, creates a Trello card for each, and alerts the logistics coordinator over WhatsApp.
Automated O2 Business Renewal Tracking
Every Monday, WebRun checks your O2 Business account for lines nearing their contract end date, adds a renewal review to Google Calendar, and alerts the account admin over WhatsApp.
Automated Notarize Session Filing
When a Notarize session finishes, WebRun saves the notarized document and certificate to Google Drive and posts a Slack notification to the operations team.
Automated Next Insurance Certificate Tracking
Every Monday, WebRun checks Next Insurance for certificates of insurance expiring in the next 30 days, logs each one to Airtable, and creates a Notion task to request a renewed certificate.
Automated NetDocuments Matter Onboarding
When a new matter is created in NetDocuments, WebRun builds a standard document checklist in Notion and logs the matter to Google Sheets so nothing required gets skipped.
Automated MySQL Health Monitoring Digest
Every morning, WebRun checks your MySQL server for slow queries, storage growth, and backup status, logs the numbers to a sheet, and emails you a short health digest.
Automated MyChart Appointment Reminders
Every week, WebRun checks MyChart for upcoming appointments and any open balance, saves a private summary to Google Drive, and drafts a Twilio reminder text for you to review and send yourself.
Automated MyCase Stale Matter Follow-Ups
Every Monday, WebRun checks MyCase for matters with no activity in the last two weeks, adds a follow-up block to the attorney's Google Calendar, and alerts them in Microsoft Teams.
Automated Mews Front Desk Daily Digest
Every morning, WebRun checks Mews for today's arrivals, departures, and special requests, posts a summary to Microsoft Teams, and creates a Trello card for anything housekeeping needs to prioritize.
Automated Matterport Tour Ready Alerts
When a new Matterport scan finishes processing, WebRun alerts the listing agent over Telegram and texts the marketing team through Twilio so the tour gets published right away.
Automated Majestic Backlink Scorecard
Every Monday, WebRun pulls new and lost backlinks and Trust Flow changes from Majestic into Google Sheets, and drafts a Gmail summary for the SEO lead.
Automated Lumen Contract Renewal Tracking
Every Monday, WebRun checks your Lumen account for services renewing in the next 60 days, logs each one to Airtable, and drafts a Gmail summary for the account owner to review.
Automated LogicGate Risk Register Digest
Every morning, WebRun checks LogicGate for new and overdue risk register items, posts a summary to Slack, and escalates anything overdue and high severity to Telegram.
Automated Litify Intake to Attorney Handoff
WebRun checks Litify for new intakes, reads the case type and details, and routes each one to the right attorney, logging the handoff to Airtable and Notion.
Automated Lemonade Claim Review Alerts
Every morning, WebRun checks Lemonade for new claims flagged for manual review, creates a Trello card for each one, and alerts the claims handler over WhatsApp.
Automated LawPay Daily Payments Digest
WebRun checks LawPay for payments received, logs each one to Google Sheets by matter, and writes a daily payments summary to Notion.
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