Ventas y marketing
Ventas y marketing: plantillas de automatización, página 39
1 031 flujos de trabajo listos para usar en Ventas y marketing. 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, WhatsApp y Gmail.
Function Point Automated Deliverable Status Digest
Every morning, WebRun checks Function Point for every active campaign deliverable, confirms the latest file in Google Drive, and posts your team a Slack digest of what's in progress, in review, or approved.
Automated SASSIE Client Results Report Drafts
Every Monday, WebRun pulls the past week's completed and approved shops for each client program from SASSIE, compiles the scores and flagged issues into a Google Sheet, and drafts a summary email in Gmail for your account manager to review and send.
Automated BCC Software Address Hygiene Reports
Triggered whenever a list finishes CASS and NCOA processing in BCC Software, WebRun compiles the records that failed standardization or came back unmatched, drafts a correction request to the client in Gmail, leaves it unsent for review, and logs the error rate to Google Sheets.
Automated Amtelco Abandoned Call Flags
WebRun checks Amtelco each hour for calls that hung up before being answered, logs every one to Google Sheets, and pings Telegram when a client's abandon rate spikes.
Automated Facebook Comment Moderation
WebRun monitors comments on your Facebook Page posts, flags anything negative or inflammatory, and sends you a digest so you can respond before the situation escalates.
Automated Instagram Comment Moderation
WebRun monitors comments on your Instagram posts, flags anything negative or inflammatory, and sends you a digest so you can respond before the situation escalates.
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Automated Journalist Request Reply Drafts
WebRun monitors X and LinkedIn for journalists asking for expert sources in your field, checks each request against the topics in your Google Sheet, and drafts a concise pitch for you to approve before it goes out.
Automated LinkedIn Key-Account Comments
WebRun follows the LinkedIn posts of the people and companies in your Google Sheet, and drafts a thoughtful comment whenever they post about your topics, ready for your approval.
Automated LinkedIn Buying-Signal Comments
WebRun watches LinkedIn for posts about funding, hiring, or launches at the target accounts in your Google Sheet, and drafts a relevant, congratulatory comment for you to review.
Automated LinkedIn Lead Comment Drafting
WebRun scans LinkedIn for posts where prospects raise a problem you solve, checks each author against the ideal customer profile in your Google Sheet, and drafts a value-first comment for your approval.
Automated Industry Question Replies on X
WebRun monitors X for questions in your field that match the topics in your Google Sheet, and drafts a genuinely helpful reply that shows your expertise, left for your approval.
Automated Trending Topic Reply Drafts for X
WebRun watches X for the keywords and hashtags in your Google Sheet gaining traction, and drafts a timely, on-brand comment for approval, so you never miss the moment.
Automated Buying-Intent Reply Drafts for X
WebRun tracks X for tweets asking for a tool or service like yours, filters them against the rules in your Google Sheet, and drafts a helpful reply for you to approve before it goes out.
Automated Competitor Complaint Comment Drafts
WebRun watches Facebook for posts naming a competitor or a complaint you can solve, confirms the post fits the rules in your Google Sheet, and drafts an empathetic comment for you to approve.
Automated Local Facebook Recommendation Replies
WebRun monitors your local Facebook groups for people asking for a recommendation in your area, and drafts a friendly comment introducing your business for you to approve before it posts.
Automated Facebook Group Lead Comments
WebRun watches the Facebook groups you choose for people asking for a recommendation in your niche, checks each post against the rules in your Google Sheet, and drafts a helpful comment for you to approve before it posts.
Automated PR Weekly Client Status Digest
Each Friday, WebRun pulls the week's activity from your coverage log and campaign tracker, drafts a clear weekly status email per client in Gmail, and leaves every message unsent for the account lead to review before it goes to the client.
Automated PR Reporter Query Routing
When a reporter query lands, WebRun reads the topic, matches it to the right client account and subject-matter expert, logs the opportunity in Google Sheets, and pings the correct team member in Slack so nobody misses a journalist on deadline.
Automated Press Release Distribution Prep
Before a press release goes out, WebRun checks the draft in Prowly for completeness, confirms the media list is assembled, and drafts the covering pitch email in Gmail, leaving it unsent for the account lead to review and approve.
Automated PR Agency Invoice Chaser
Every Monday, WebRun finds overdue client invoices in QuickBooks, drafts a polite payment reminder for each overdue account in Gmail, and posts an outstanding balance summary to Slack so the account director knows who still needs to pay.
Automated PR New Business Lead Follow-Up
Every morning, WebRun checks your new-business pipeline in Google Sheets for prospects who have gone quiet, drafts a personalised follow-up for each in Gmail, and posts a Slack list of leads needing a nudge so no opportunity goes cold.
Automated PR Media Pitch Follow-Up
WebRun checks your Muck Rack pitch log each morning, finds journalists who have not replied within your follow-up window, drafts a short, personalised nudge for each in Gmail, and leaves every message unsent for you to review before sending.
Automated PR Journalist Media List Refresh
Every week, WebRun cross-checks your journalist contact lists in Muck Rack against recent beat changes and outlet moves, flags stale or inaccurate contacts in a Google Sheet, and posts a Slack summary so your team always pitches the right person.
Automated PR Embargo and Deadline Tracker
Every morning, WebRun checks your embargo and announcement schedule in Google Sheets, surfaces anything going live in the next 48 hours, and posts a prioritised alert to Slack so your team is fully prepped before every deadline.
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