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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All More 3D printing services 1031 exchange intermediaries Animation and VFX studios Aquaculture Asbestos abatement Asphalt maintenance Beekeeping Bridal shops Cardiac device monitoring Carrier onboarding and vetting Chargeback management Cheese and specialty food shops Cideries Cigar lounges College admissions consulting Comic and game stores Container depot operations Corporate learning and development Cost segregation Court interpreting services Crop scouting Dealership F&I Dental service organizations Dental sleep medicine Dialysis centers Dive shops Drywall contractors Dubbing and voiceover studios Dump truck hauling Elevator service Endoscopy centers Equine veterinary Exemption certificate management Expert witness services Farm accounting FFL firearms dealers Fire and life safety inspections Food halls Garage floor coating Gift and museum shops Glamping operators Go-kart tracks Grain elevators Grease trap service Guest ranches Hair restoration Haunted attractions Hearing aid retail Hot air balloon tours Insulation contractors Interventional psychiatry Interventional radiology IVF laboratory Lactation consulting Livestock hauling Lymphedema therapy Masonry restoration Maternal-fetal medicine Mattress retail Mediation services Medical and lab couriers Medical cannabis certification Metal finishing Nursery growers Oil and gas revenue accounting Oilfield fluid hauling Optical labs Overhead crane service Pediatric dentistry Periodontics Pet cremation Powder coating Prosthodontics Quilt and fabric shops Ready mix dispatch Record stores Reefer fleet telematics Restaurant accounting Running and footwear specialty Sales commission accounting Sports vision Structured cabling Surf schools Tank truck carriers Tank wash operations Title abstracting services Trademark and brand protection Trampoline parks Transfer pricing Unclaimed property compliance Uniform and scrubs retail User research operations Vascular surgery Vision therapy Water and wastewater Water parks White glove final mile Window film installation
Sports vision
Automated Reaction Time Outcome Reports
WebRun compares an athlete's first and latest Sports Vision EyeQ scores in RightEye, drafts a proud before-and-after outcome email in Gmail, and pencils their next reassessment onto Google Calendar, all held for your team to review before anything is sent.
RightEyeGmailGoogle Calendar
Lactation consulting
Automated No-Show Rebooking Drafts
WebRun spots yesterday's missed consults in MilkNotes, drafts a caring rebooking text in Twilio with a Calendly link, and leaves each one unsent so you decide who to reach and when.
MilkNotesTwilioCalendly
Vision therapy
Automated CI Outcome Reports
When a convergence insufficiency patient completes their program, WebRun pulls their before and after measures from Sanet Vision Integrator, builds the outcome comparison in a Google Sheet, and drafts a discharge outcome report for your doctor to review.
Sanet Vision IntegratorGoogle SheetsGmail
Lymphedema therapy
Automated MLD Patient Recall Drafts
WebRun finds patients who have fallen behind on their manual lymph drainage visits in LymphaTech, drafts a warm reactivation email and text inviting each one back, and queues them for your team to review before any patient is contacted.
LymphaTechGmailTwilio
Hearing aid retail
Auditdata Automated AR Aging Digest
Every week, WebRun reconciles unpaid patient balances between Auditdata Manage and QuickBooks, ages them by how overdue they are, and posts your billing team an internal Slack digest of the money outstanding.
Auditdata ManageQuickBooksSlack
Optical labs
Automated Account Order Backlog Summary
WebRun compiles each eyecare account's open and in-progress jobs from Ocuco Innovations, drafts a personalized backlog summary in Outlook per account, and posts your account managers a Slack rollup of which accounts have aging jobs.
Ocuco InnovationsOutlookSlack
Dental service organizations
Automated Dental Recall Reactivation Queue
Each week, WebRun opens Denticon, finds patients across every office overdue for hygiene recall, logs the reactivation queue to a Google Sheet, and drafts recall texts in Twilio for each office to approve.
DenticonGoogle SheetsTwilio
Pediatric dentistry
Automated Denied Claim Resubmission Queue
WebRun finds denied and rejected pediatric Medicaid claims in Oryx Dental, builds a prioritized resubmission worklist in Google Sheets, and posts your billing team a triage summary in Slack.
Oryx DentalGoogle SheetsSlack
Prosthodontics
Automated Shade Photo Attachment Checks
WebRun checks cases about to go to the lab in XLDent, confirms the shade photos are attached in your image folder, and reminds the team in Slack about any case still missing them so the lab is never guessing.
XLDentGoogle DriveSlack
Periodontics
Panda Perio Automated AR Digest
WebRun reconciles outstanding patient balances between Panda Perio and QuickBooks, ranks who owes what and for how long, and posts your billing team an aged receivables digest so nothing quietly slips past collection.
Panda PerioQuickBooksSlack
IVF laboratory
nAbleIVF Automated Tank Temperature Alerts
Every few minutes, WebRun reads the cryotank temperature and alarm status in nAbleIVF, finds any tank that has crossed its threshold, is trending warm, or shows a stale sensor reading, sends an instant Telegram alert, and drafts an on-call text so the lab reacts before specimens are at risk.
nAbleIVFTelegramTwilio
Medical cannabis certification
Verify MC Automated Qualifying Condition Check
WebRun reviews recent certifications in Verify MC to confirm each one documents a qualifying condition that is valid for the patient's state, logs any gap or mismatch in a Google Sheet, and sends your medical director a Telegram exceptions list so charts stay defensible before an audit ever asks.
Verify MCGoogle SheetsTelegram
Dental sleep medicine
Automated Medical A/R Aging Digest
WebRun reconciles unpaid oral appliance claims in DentalWriter against QuickBooks, builds an aging A/R worklist, and posts a Slack digest so your team works the oldest medical balances first.
DentalWriterQuickBooksSlack
Maternal-fetal medicine
Sonio Automated Claim Appeal Queue
Each morning, WebRun opens Sonio, matches denied ultrasound claims to the report and codes behind them, queues each in Google Sheets by appeal deadline, and drafts an appeal letter in Outlook for a biller to review and send.
SonioGoogle SheetsOutlook
Cardiac device monitoring
Automated New Implant Enrollment Intake
Every morning, WebRun finds newly implanted devices in Octagos, builds an enrollment checklist in Google Sheets, and drafts a remote-monitoring welcome email in Gmail for each patient so no new implant goes unmonitored.
OctagosGoogle SheetsGmail
Dialysis centers
Renvio Automated Denied Claim Appeal Queue
WebRun reviews denied and underpaid claims in Renvio each week, groups them by denial reason and dollar value, drafts an appeal packet for each for biller review, and posts the appeal queue to Gmail so denials get worked before the payer's appeal deadline.
RenvioGoogle SheetsGmail
Endoscopy centers
Automated GI Referral Intake and Offers
WebRun reads new referral orders in EndoManager, checks each for the details needed to schedule, finds matching open slots on Google Calendar, and drafts an appointment offer text for the scheduler to review and send to the patient.
EndoManagerGoogle CalendarTwilio
Interventional psychiatry
Automated Missed Session Re-Engagement
Each morning, WebRun opens Osmind, finds patients who no-showed or canceled a ketamine, Spravato, or TMS session and have no rebooking, checks Google Calendar for open slots, and drafts a warm re-engagement text in Twilio for the front desk to review and send.
OsmindTwilioGoogle Calendar
Hair restoration
Automated Photo Consent Expiry Checks
Before any before-and-after goes out, WebRun checks each patient's photo-use consent in TrichoSuite and Google Drive, flags expired or missing consent, and drafts a renewal request and a held Instagram post for your team to approve.
TrichoSuiteGoogle DriveInstagram
Interventional radiology
Automated Radiation Dose Outlier Flags
Every day, WebRun reads yesterday's IR case radiation doses in HI-IQ, flags any procedure above your reference level, logs it to Google Sheets, and posts an outlier summary to Microsoft Teams for the physicist to review.
HI-IQGoogle SheetsMicrosoft Teams
Vascular surgery
OmniMD Automated Post-Ablation Recall
Every morning, WebRun finds patients due for a post-ablation duplex recheck in OmniMD, drafts a recall text in Twilio, and holds a candidate slot in Google Calendar, all queued for your front desk to approve before anything sends.
OmniMDTwilioGoogle Calendar
Pet cremation
Angelpaw Automatic Cremation Certificates
As each cremation completes in Angelpaw, WebRun fills a certificate from your template, saves it to Google Drive, and drafts a Gmail note to the family with the certificate attached for your team to review and send.
AngelpawGoogle DriveGmail
Powder coating
OnRamp Automated Job Cost Variance Report
Each week, WebRun reads completed coating jobs in OnRamp, pulls the actual labor, powder, and costs booked in QuickBooks, compares them to the original estimate, and writes a Google Sheet report ranking the jobs that came in over so you can fix your pricing.
OnRampQuickBooksGoogle Sheets
Equine veterinary
Automated Equine Lab Result Updates
WebRun watches ThoroVet for returned lab results, matches each to its horse and owner, drafts a plain-language update email, and flags anything abnormal for the veterinarian, so owners hear back promptly only after professional review.
ThoroVetGmailSlack

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