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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Automated Vetspire Wellness Plan Renewals

WebRun checks Vetspire each week for wellness plans expiring soon, drafts a renewal reminder to each owner showing the benefits they would keep, and leaves them in Gmail for the team to review before sending.

Automated Shepherd Wellness Exam Recalls

WebRun checks Shepherd each week for patients overdue for an annual wellness exam, drafts a personal recall note to each owner, and leaves them in Gmail for the team to review before they go out.

Shepherd Veterinary Software›

Automated ezyVet Vaccine Reminders

WebRun opens ezyVet each morning, pulls the recall list of patients with a vaccine or booster now due, drafts a friendly reminder to each owner, and leaves them in Gmail for the front desk to review before sending.

Automated Covetrus Invoice Reminders

WebRun checks Covetrus each week for client invoices past due, drafts a polite payment reminder for each owner, and leaves them in Gmail for the practice manager to review before sending.

Automated Provet Cloud Reorder Drafts

WebRun checks Provet Cloud each morning for vet supplies and medications below their reorder point, drafts a purchase order for each vendor in a Google Sheet, and leaves it for the inventory lead to approve before ordering.

Provet Cloud›

Google Sheets›

Automated IDEXX Neo No-Show Follow-Ups

WebRun reviews yesterday's IDEXX Neo schedule each morning, finds the no-shows, drafts a kind follow-up to each owner offering to rebook, and leaves them in Gmail for the front desk to send.

Automated Digitail New Client Welcomes

When a new client is added in Digitail, WebRun drafts a warm welcome to the owner with what to expect, how to reach the clinic, and how to book, and leaves it in Gmail for the front desk to send.

Automated Digitail Lab Result Notices

WebRun checks Digitail each hour for lab and diagnostic results that have just landed, drafts a notice letting each owner know results are ready, and leaves them in Gmail for the care team to review before sending.

Automated Provet Cloud Discharge Notes

WebRun checks Provet Cloud each evening for patients discharged that day, drafts personalised post-op care instructions for each owner, and leaves them in Gmail for the DVM to review before sending.

Provet Cloud›

Automated Vetspire Treatment Follow-Ups

WebRun reviews Vetspire each week for treatment plans an owner declined or deferred, drafts a gentle follow-up offering to revisit the recommended care, and leaves them in Gmail for the DVM to review before sending.

Automated Hippo Manager Schedule Digest

WebRun reads today's Hippo Manager appointment book each morning and posts the team a clear Slack digest of every visit, the DVM assigned, and the patients to prep for, so the day starts organised.

Hippo Manager›

Automated ezyVet Boarding Reminders

WebRun checks ezyVet each morning for boarding and grooming reservations coming up in a few days, drafts a friendly reminder with drop-off details and what to bring, and leaves them in Gmail for the front desk to send.

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