Private investigators

Private investigators automation templates

12 ready-made workflows for Private investigators. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: CROSStrax, Google Sheets and Slack.

Private investigators
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Automated PI Investigation Report Delivery Drafts
When a completed report is uploaded to CROSStrax, WebRun drafts a professional delivery email in Gmail with the report attached, ready for your final check before it goes to the client.
CROSStraxGmailDocuSign
Automated PI Quote Follow-Up Email Drafts
WebRun scans your open quotes in CROSStrax, finds any that have gone unanswered for more than two days, and drafts a polite follow-up email in Gmail for your review before anything is sent.
CROSStraxGmail
Automated PI Invoice Chasing with QuickBooks and CROSStrax
WebRun checks QuickBooks for overdue client invoices, matches them to the right CROSStrax case, and drafts a polite payment reminder email in Gmail for your review before any message goes to a client.
CROSStraxQuickBooksGmail
Automated PI Case Enquiry Intake and Routing
WebRun reads every new case enquiry, scores it against your intake criteria, logs it in CROSStrax, and pings the right investigator in Slack so no lead goes cold.
CROSStraxGoogle SheetsSlack
Automated PI License Renewal Deadline Tracking
WebRun checks your investigator license expiry dates in Google Sheets, flags anyone coming due in the next 60 days, and posts a renewal alert to Slack so no one accidentally operates on an expired license.
CROSStraxGoogle SheetsSlack
Automated PI Case Exception and Incident Alerts
WebRun monitors CROSStrax for exception events such as a case status reversal, a missed surveillance window, or a sudden activity spike, and sends an immediate alert to the operations manager via Telegram.
CROSStraxTelegram
Automated PI Document Collection Chaser
WebRun checks CROSStrax for cases awaiting client-supplied documents and drafts a chaser message via Telegram for each one, so your team can send the right nudge with one tap.
CROSStraxGoogle SheetsTelegram
Automated PI Daily Dispatch Briefing
Every morning, WebRun pulls today's scheduled assignments and active surveillance cases from CROSStrax, organises them by investigator and start time, and posts a dispatch briefing to your team Slack channel so everyone knows their day before they leave the office.
CROSStraxGoogle SheetsSlack
Automated PI Client Onboarding Kickoff
When a new client agreement is signed via DocuSign, WebRun creates the case record in CROSStrax, sends the client a welcome email draft in Gmail, and posts the kickoff checklist to your team in Slack so nothing falls through the cracks on day one.
CROSStraxDocuSignGmail+1
Automated PI Client Contract Renewal Reminders
WebRun checks client contract end dates in CROSStrax against your renewal calendar, drafts a renewal proposal email in Gmail for any contract expiring within 60 days, and logs the outreach in Google Sheets.
CROSStraxGmailDocuSign+1
Automated PI Agency Compliance Deadline Tracking
WebRun monitors your compliance calendar in Google Sheets each Monday and posts a deadline alert to Slack covering insurance renewals, state registration filings, data retention deadlines, and any other regulatory due dates your agency tracks.
CROSStraxGoogle SheetsSlack+1
Automated CROSStrax Daily Case Status Digest
Every morning, WebRun pulls the latest status from every active case in CROSStrax and posts a structured digest to your team Slack channel so everyone knows where every job stands.
CROSStraxSlack

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