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.
Home-Based Primary Care
Automated CGM APRIMA Visit No-Show Follow-Ups
The moment CGM APRIMA marks a home visit as a no-show, WebRun logs the reason if known, drafts a check in text to the patient in Twilio for staff review, and posts a Slack alert so same day rescheduling starts right away.
Non-Emergency Senior Transportation
Automated Driver Schedule Wait Time Alerts
WebRun watches live pickup status in Driver Schedule every few minutes, alerts your dispatch team on Telegram the moment a pickup runs late, and drafts a short delay text for the family, ready for dispatch to send with one tap.
Respite Care Services
Automated Alora Respite Waitlist Alerts
When a respite slot opens up in Alora, WebRun finds the next matching family on the waitlist, drafts an outreach text in Twilio and a follow-up email in Gmail, and queues both for your coordinator to send.
PACE Programs
Automated MedVision Transportation Digest
Every night, WebRun checks MedVision QuickCap for participants scheduled for day center or a medical appointment tomorrow, builds a ride by ride manifest in Google Sheets with pickup times and mobility needs, and posts a Slack digest to the transportation team.
Memory Care
Automated StoriiCare Sundowning Behavior Logging
Every night, WebRun compiles each resident's evening behavior entries from StoriiCare into a sundowning log in Google Drive, and alerts the evening shift in Slack about who to watch closely.
Assisted Living Communities
Automated ECP Waitlist Vacancy Alerts
Every hour, WebRun opens ECP, checks for any new vacancy, finds the next eligible family on your waitlist, drafts an outreach email in Gmail for your admissions team to review and send, and logs the vacancy in a Google Sheet.
Adult Day Care
Automated ElderSuite Transportation Route Texts
Every weekday morning, WebRun opens ElderSuite, pulls today's pickup addresses and requested times, builds an ordered route sheet, and texts the driver the full run before the first pickup.
Home-Based Primary Care
Automated CGM APRIMA Specialist Referral Tracking
Every morning, WebRun checks CGM APRIMA for open specialist referrals for your homebound patients, logs each one to a Google Sheet with days outstanding, and drafts a follow up email to the specialist's office for review before sending.
Non-Emergency Senior Transportation
Automated Driver Schedule Maintenance Reminders
Every morning, WebRun checks each vehicle's mileage in Driver Schedule against its Fleetio maintenance schedule, flags anything due soon, and posts an alert to Slack so a vehicle never gets pulled offline unexpectedly.
Respite Care Services
Automated Alora Respite Stay Availability Digest
Every morning, WebRun checks Alora for open respite stay slots and caregiver availability, logs the list to Google Sheets, and posts a ranked summary to your intake team in Slack.
PACE Programs
Automated MedVision Care Plan Review Reminders
Every Monday, WebRun checks MedVision QuickCap for participants whose semi-annual care plan review is due within 30 days, posts a prioritized worklist to Slack for the IDT, and drafts a review scheduling email in Outlook for each participant's family.
Memory Care
Automated StoriiCare Reminiscence Session Planning
Every morning, WebRun reads each resident's life story details in StoriiCare, drafts a personalized reminiscence session plan with the right photos and music, and emails it to the activities lead with a Slack heads up.
Assisted Living Communities
Automated ECP Tour Follow-Up Emails
Every evening, WebRun opens ECP, finds every tour completed that day, drafts a personalized thank-you and next-steps email for each family, and leaves them ready in Gmail for your admissions team to review and send.
Adult Day Care
Automated ElderSuite Diet Order Compliance Flags
Every weekday morning, WebRun opens ElderSuite, compares each participant's physician-ordered diet against their nutrition record, flags any mismatch to the dietary manager in Slack, and emails your consulting dietitian a weekly compliance summary.
Home-Based Primary Care
Automated CGM APRIMA Care Plan Update Reminders
Every night, WebRun checks CGM APRIMA for care plans updated during the day's visits that still need review or co-signature, logs each one to a shared Google Doc worklist, and posts a reminder to Microsoft Teams before the next visit day starts.
Non-Emergency Senior Transportation
Automated Driver Schedule Cancellation Follow-Ups
The moment a ride is cancelled in Driver Schedule, WebRun logs the cancellation, drafts a rebooking follow-up email to the family, and alerts your coordinator on Telegram so a cancelled appointment ride does not fall through the cracks.
Respite Care Services
Automated Alora Post-Respite Summary Drafts
When a respite stay wraps up, WebRun compiles the caregiver's notes and hours from Alora, drafts a summary email in Gmail for the family, and logs a compliance record to Google Sheets.
PACE Programs
Automated MedVision Satisfaction Follow-Ups
Every Monday, WebRun checks MedVision QuickCap for the past week's participant satisfaction survey responses, flags any low score or concerning comment, posts a Slack alert to the IDT team, and drafts a personal follow-up note in Outlook, left unsent for a social worker to review before it reaches the family.
Memory Care
Automated StoriiCare Mood Trend Reporting
Every Monday, WebRun compiles each resident's mood and affect observations from StoriiCare into a trend report in Google Drive, and emails the care team lead a summary of who is trending up or down.
Assisted Living Communities
Automated ECP Staffing Ratio Compliance Alerts
At every shift change, WebRun opens ECP, checks the resident census and acuity against your scheduled staff count, logs any shortfall in a Google Sheet, and emails your staffing coordinator an alert in time to call in coverage.
Adult Day Care
Automated ElderSuite New Enrollment Checklist
When a new participant is added in ElderSuite, WebRun checks which required enrollment documents are still missing, prepares the physician order and consent forms in DocuSign for signature, and posts the checklist status to Slack for your admissions coordinator.
Home-Based Primary Care
Automated CGM APRIMA Offline Chart Sync Alerts
WebRun checks CGM APRIMA every few minutes for offline visit charts that failed to sync, logs each one to a Google Sheet with the provider and patient, and posts an alert to Slack so nothing from a home visit gets stranded.
Non-Emergency Senior Transportation
Automated Driver Schedule Route Optimization Report
Every Monday, WebRun pulls last week's completed routes from Driver Schedule, checks pickup order and drive time against the calendar window for each stop, and posts a ranked report of routes worth redesigning, with changes drafted for a dispatcher to approve.
Respite Care Services
Automated Alora Family Intake Checklist
When a new family is added to Alora, WebRun checks which intake documents and consents are still needed, drafts the consent packet in DocuSign, and drafts a welcome email in Gmail, both ready for a coordinator to send.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.