Opérations et informatique

Opérations et informatique : modèles d'automatisation, page 14

421 workflows prêts à l'emploi dans la catégorie Opérations et informatique. Chacun prend en charge un vrai travail que votre équipe fait chaque semaine, dans vos outils habituels. Les applications qui reviennent le plus ici : Slack, Gmail et Google Sheets.

Opérations et informatique
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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.
Vanta›Slack›Gmail
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.
FranConnect›Gmail›Google Sheets
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.
O'Neil Stratus›Gmail›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.
Vanta›Google Sheets›Slack
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.
FranConnect›Google Sheets›Slack
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.
O'Neil Stratus›Gmail›DocuSign
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.
Vanta›Google Sheets›Slack
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.
FranConnect›Google Sheets›Slack
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.
O'Neil Stratus›Google Sheets›Slack
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.
Vanta›Google Sheets›Slack
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.
FranConnect›DocuSign›Gmail
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.
O'Neil Stratus›Google Sheets›Slack
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.
ConnectWise›Slack
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.
ConnectWise›Slack
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.
ConnectWise›Gmail›Slack
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.
ConnectWise›Google Calendar›Gmail›+1
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.
ConnectWise›Gmail›Slack
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.
ConnectWise›Gmail›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.
ConnectWise›Google Sheets›Gmail›+1
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.
Syncro›Gmail›Slack
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.
ConnectWise›Gmail›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.
ConnectWise›Gmail›Slack
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.
ConnectWise›Gmail›Slack
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.
Datto Autotask›Slack

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