Templates

Workflow templates.
Deploy with one click.

Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.

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Automated Solar Weekly Pipeline Report

Every Monday morning, WebRun pulls the full pipeline from Enerflo, summarises deal counts, stage distribution, and stalled projects, and posts a concise report to Slack.

Google Sheets›

Automated Solar Unsigned Contract Follow-Up

WebRun finds contracts sent through DocuSign that are still unsigned after 48 hours, drafts a polite nudge for each homeowner, and queues every message for rep review before sending.

Aurora Solar›

Automated Solar Stalled Project Alerts

Every morning, WebRun scans Enerflo for projects that have had no activity for more than five days and posts a prioritised alert to your ops team in Slack.

Google Sheets›

Automated Solar Site Survey Scheduling

When a new lead is ready for a site survey, WebRun checks available slots in Google Calendar, drafts a scheduling email with options for the homeowner, and queues it for your team to send.

Google Calendar›

Automated Solar Customer Referral Requests

A few weeks after a system is activated, WebRun drafts a personalised referral request for each homeowner and queues it for your team to approve before sending.

Automated Solar PTO and Inspection Deadline Tracker

WebRun checks PTO and inspection deadlines across all post-install projects in Enerflo each morning and flags anything due within the next seven days in a Slack alert.

Google Sheets›

Automated Solar Proposal Follow-Up

When a proposal goes unacknowledged, WebRun checks Aurora Solar for the status, drafts a personalised follow-up, and queues it for your rep to review before sending.

Aurora Solar›

Automated Solar Permit and Interconnection Tracker

WebRun checks permit and interconnection status across active projects in Enerflo, flags anything overdue or stalled, and posts a daily digest to your ops team in Slack.

Google Sheets›

Automated Solar Lead Speed-to-Lead Response

The moment a new lead comes in, WebRun drafts a personalised first-response email and alerts the right rep in Slack so no lead waits more than a few minutes for a reply.

Automated Solar Install Milestone Customer Updates

When a project milestone changes in Enerflo, WebRun drafts a friendly customer update email and queues it for your team to approve before sending.

Automated Solar Financing Document Collection

When a homeowner's financing is approved, WebRun checks which documents are still missing, drafts a clear collection request, and queues it for your team to send.

Automated Solar Financing Approval Follow-Up

When a homeowner's financing is approved, WebRun drafts a congratulatory email with clear next steps and queues it for your rep to review and send the same day.

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