Templates

Workflow templates.
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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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Background screening

Automated TazWorks Turnaround-Delay Alerts

Every hour, WebRun checks TazWorks for orders running past their expected turnaround time and posts an alert to Slack so your team can jump on it before the client notices.

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Automated TazWorks Stalled Verification Escalations

Every morning, WebRun checks TazWorks for employment and education verifications that have had no response in days, escalates the oldest ones to Slack, and logs each stall to a sheet.

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Automated TazWorks Rescreen Renewal Tracking

Every Monday, WebRun checks TazWorks for employees due for a scheduled rescreen in the next 30 days, posts your account team a Slack list by client, and logs each renewal date to a sheet so no required rescreen is missed.

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Automated TazWorks Pending Order Digest

Every morning, WebRun opens TazWorks, pulls every order still in progress, and posts your team a Slack digest grouped by status so nothing pending falls through the cracks.

Google Sheets›

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Automated TazWorks Dispute Intake Routing

Every hour, WebRun checks TazWorks for newly submitted consumer disputes, logs the dispute and its deadline to a sheet, routes it to the right investigator in Slack, and drafts an acknowledgment email in Gmail for your team to review and send.

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Automated TazWorks Daily Order Intake Summary

Every morning, WebRun opens TazWorks, pulls every order placed in the last 24 hours, logs it to a sheet, and emails your ops manager a short intake summary broken down by client and package type.

Google Sheets›

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Automated TazWorks County Search Vendor Follow-Ups

Every morning, WebRun checks TazWorks for county criminal searches sitting with a vendor past the expected turnaround, drafts a follow-up email to that vendor, and logs vendor performance to a sheet.

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Automated TazWorks Consent Signature Reminders

Every morning, WebRun checks TazWorks for applicants who haven't signed their disclosure and authorization form, drafts a reminder email in Gmail, and posts your team a Slack list of who's still outstanding.

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Automated TazWorks Completed Report Delivery

Every hour, WebRun checks TazWorks for reports that finished QC, drafts the delivery email to the client contact in Gmail, and posts your team a Slack note so every finished report ships the same day.

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Automated TazWorks Client SLA Reporting

Every Monday, WebRun compiles each client's completed orders in TazWorks against their contracted turnaround SLA, drafts a performance summary email for your account manager to review, and posts an internal Slack copy for the team.

Google Sheets›

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Automated TazWorks Applicant Info Reminders

Every morning, WebRun checks TazWorks for orders stuck because the applicant hasn't provided required information, and drafts a reminder email naming exactly what's missing for your team to send.

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Automated TazWorks Adverse Action Notice Drafts

Every morning, WebRun checks TazWorks for newly completed reports with disqualifying findings, drafts the pre-adverse or final adverse action notice with the required FCRA disclosures, and leaves it in Gmail for your compliance team to review and send.

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