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.

Pharmaceutical Distribution
All categories
Pharmaceutical Distribution
Automated rfxcel Short-Dated Inventory Clearance
Every Monday, WebRun finds lots inside your clearance window in rfxcel, matches each one to customers who regularly buy that SKU, and drafts a limited-time clearance offer in Outlook for your review.
rfxcelGoogle SheetsOutlook
Pharmaceutical Distribution
Automated rfxcel Serialization Verification
The moment rfxcel flags a package that fails serialization verification, WebRun cross-checks the serial number in TraceLink and drafts a follow-up to the manufacturer in Outlook for your review.
rfxcelTraceLinkOutlook
Pharmaceutical Distribution
Automated rfxcel Rebate Reconciliation
When the rebate claim file lands, WebRun pulls the period's verified sales volume from rfxcel, compares it against the claim in Model N, and logs every variance to a Google Sheet reconciliation summary.
rfxcelModel NGoogle Sheets
Pharmaceutical Distribution
Automated rfxcel Recall Notifications
The moment rfxcel flags a new recall or market withdrawal, WebRun finds every affected lot in your inventory, lists the customers who received it, drafts the recall notice in Outlook for your review, and alerts your QA team in Slack.
rfxcelGoogle SheetsOutlookSlack
Pharmaceutical Distribution
Automated rfxcel Pharmacy Credit Reviews
Each time a payment lands, WebRun checks the account's shipments on hold in rfxcel, pulls the updated balance and credit limit from NetSuite, and drafts a past-due notice in Outlook for accounts still significantly over terms.
rfxcelNetSuiteOutlook
Pharmaceutical Distribution
Automated rfxcel Customer License Verification
The moment a new customer application comes in, WebRun pulls the DEA and state license details, verifies the license is active in NABP, prepares the customer agreement in DocuSign but holds it unsent, and notifies your account team in Slack.
rfxcelNABPDocuSignSlack
Pharmaceutical Distribution
Automated rfxcel Lot Expiry Tracking
Every Monday, WebRun scans rfxcel for lots nearing their expiry date, logs each one to a Google Sheet with days remaining, and posts your warehouse team a Slack list sorted so the soonest-to-expire stock moves first.
rfxcelGoogle SheetsSlack
Pharmaceutical Distribution
Automated rfxcel DSCSA Compliance Alerts
WebRun checks rfxcel each morning for shipments missing a complete DSCSA transaction statement, drafts a follow-up request to the trading partner for your review, and flags any unresolved gaps to your compliance team.
rfxcelOutlookSlack
Pharmaceutical Distribution
Automated rfxcel Suspicious Order Reports
Each morning, WebRun reviews the prior day's controlled substance orders in rfxcel, flags any that exceed your suspicious order thresholds, logs them to a Google Sheet, and alerts your compliance officer on Telegram.
rfxcelGoogle SheetsTelegram
Pharmaceutical Distribution
Automated rfxcel Cold Chain Excursion Alerts
WebRun watches rfxcel for shipments flagged with a temperature excursion, pulls the excursion's duration and severity from Sensitech, and alerts your QA team in Slack so they can make a hold or release call fast.
rfxcelSensitechSlack
Pharmaceutical Distribution
Automated rfxcel Chargeback Dispute Tracking
Every night, WebRun compares your shipped transactions in rfxcel against the manufacturer's chargeback claims in Model N, flags any mismatch, and drafts a dispute inquiry in Outlook for your review.
rfxcelModel NOutlook
Pharmaceutical Distribution
Automated rfxcel Backorder Substitution Alerts
The moment rfxcel shows an order cannot be fully filled, WebRun looks up therapeutic-equivalent substitution options in Salesforce and posts your rep a Slack alert to call the customer personally.
rfxcelSalesforceSlack

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.