住まい・地域サービス
住まい・地域サービスの自動化テンプレート(21ページ目)
住まい・地域サービス向けに、すぐに使えるワークフローを497件ご用意しています。どれもチームが毎週こなしている実際の業務を、いつものツールの中で処理します。よく使われるアプリは、Slack、Gmail、Google Sheetsです。
Automated Funeral Home Aftercare Follow-Up
WebRun monitors your Passare cases for services that have concluded, then drafts compassionate aftercare check-in messages for your review before anything reaches the family.
Automated Funeral Acknowledgment Card Drafts
WebRun reads the service details and contributor list from Passare, drafts personalized sympathy acknowledgment card messages for the family's review, and queues them for approval before any are printed or sent.
Draft Replies to Booking DMs
WebRun monitors your Instagram DMs for booking enquiries, drafts a helpful reply to each, and queues them for you to review and send.
Weekly Revenue & Attendance Report
Every Monday, WebRun compiles last week's revenue, class attendance, and membership numbers from Mindbody and drops a clean report into Slack.
Nudge Clients to Rebook Automatically
A set number of days after a visit, WebRun drafts a personalised rebooking invitation for each client and holds it for your approval.
Track Client Package & Credit Balances
WebRun checks Mindbody for clients whose class packages or credits are running low and flags them before they run out.
Welcome New Clients & Handle Intake
When a new client books for the first time, WebRun sends them a welcome message, collects intake information, and logs everything in your system - drafts for your approval.
Promote Open Slots on Social
WebRun looks at next week's availability in Calendly, drafts promotional posts for your open slots, and queues them for you to publish.
Send Clients Birthday & Loyalty Offers
WebRun checks who has a birthday this week or has hit a loyalty milestone, drafts a special offer for each, and queues it for your approval.
Follow Up on Failed Payments
WebRun detects failed membership charges in Stripe, drafts a polite payment-recovery message for each client, and holds them for your review.
Daily Bookings Digest
Every morning, WebRun compiles today's full booking schedule from Acuity and drops a clean summary into Slack before your day starts.
Fill Empty Class Slots Automatically
WebRun spots under-booked classes in the next 24 hours and drafts a promotional social post to drive last-minute sign-ups.
Send Membership Renewal Reminders
WebRun finds memberships expiring in the next 7 days, drafts a renewal reminder for each member, and queues them for your sign-off.
Request Reviews After Every Visit
After a client's appointment is marked complete, WebRun drafts a personalised review request and queues it for your approval.
Win Back Lapsed Members & Clients
WebRun spots clients who haven't visited in a while, drafts a warm win-back message for each, and hands them to you to send.
Fill Cancelled Class Spots From Waitlist
The moment a class cancellation appears in Mindbody, WebRun contacts the next person on the waitlist and offers them the open spot.
Send Salon Appointment Reminders
WebRun checks tomorrow's bookings in Acuity, drafts a personalised reminder for each client, and queues them for your approval before they go out.











