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.
FactoryLogix Automatic Kitting Status Updates
Each morning, WebRun checks FactoryLogix for how many of today's kits are complete, short, or not yet pulled, logs the count by work order in a Google Sheet, and posts the shift's kitting status to your production Telegram group.
TSTracker Automatic Tool Build Stage Updates
Every morning, WebRun checks TSTracker for every active tool build that moved to a new stage, such as Design, Machining, Assembly, or Tryout, and posts a plain language update to Slack so the whole team stays current.
Odyssey ERP Automatic Heat Certification Requests
When a customer asks for heat certification on an order, WebRun pulls the heat number, chemistry, and mechanical property data from Odyssey ERP, drafts the certification reply in Outlook for your review, and logs the request in Google Sheets.
EFI Automatic Press Run Schedule Alerts
Every morning, WebRun opens EFI, pulls the day's press run schedule for each press, and posts your shift supervisors a Slack rundown of what runs next and in what order.
Cabinet Vision Automatic Finish Schedule Alerts
WebRun checks Cabinet Vision for jobs staged for the finish room, confirms the booth slot on Google Calendar, and sends the finish crew a Telegram message with the stain, sheen, and coat count for each job.
JobBOSS Automatic Missing Time Ticket Alerts
WebRun compares clocked labor tickets in JobBOSS against each day's scheduled operations, finds any job or operation with no time logged, and drafts your shop manager a same-day digest so nothing slips into payroll uncaptured.
Automated SigmaNEST Outside Finishing Handoff
When a job finishes cutting and forming in SigmaNEST and needs outside plating, powder coat, or anodizing, WebRun compiles the job packet in Google Drive, prepares the vendor work order in DocuSign for signature, and posts a Slack alert once it is ready to send.
DELMIAWorks Automatic Mold Trial Reporting
After each mold trial is logged in DELMIAWorks, WebRun compiles the cavity dimensions, cycle time, and first shot results into a Google Sheet and drafts a trial report email for the quality engineer to review before it goes to the customer or toolmaker.
ProShop Automatic Material Cert Requests
WebRun checks ProShop ERP for received raw stock lots without a material certification on file, drafts a request to the supplier, and keeps a traceability log in Google Sheets.
Automated CGM APRIMA Home Visit Route Digest
Every morning, WebRun opens CGM APRIMA, pulls today's home visit list, orders the stops into a route with drive time buffers on Google Calendar, and posts the full route to Slack before the first visit.
Automated Driver Schedule No-Show Follow-Up List
Every night, WebRun checks Driver Schedule for rides marked as no-show or missed pickup, logs each one to a Google Sheet, and posts a follow-up list to Telegram so your team knows exactly who to call the next morning.
Automated Alora EVV Clock-In Exception Alerts
Every 15 minutes, WebRun checks Alora for missed clock-ins, late arrivals, and geofence exceptions on respite shifts, posts the exception list to Slack, and drafts an urgent text in Twilio for shifts more than 15 minutes late with no check-in.
Automated MedVision IDT Meeting Notes Digest
Every Monday, WebRun reads the interdisciplinary team meeting notes logged in MedVision QuickCap for each participant, compiles the action items and follow ups into a Google Sheet, and posts a Slack digest so nurses, social workers, and therapists know exactly what to do next.
Automated StoriiCare Engagement Reporting
Every Monday, WebRun pulls each resident's activity participation from StoriiCare, compiles a weekly engagement report in Google Drive, and emails the administrator a summary of who is engaging and who has pulled back.
Automated ECP Lease Renewal Reminders
Every Monday, WebRun opens ECP, finds every residency agreement expiring in the next 60 days, prepares the renewal in DocuSign with the fields filled in but left unsent, and logs the status in a Google Sheet for your business office to review and send.
Automated ElderSuite Fall Incident Alerts
As soon as a fall incident is logged in ElderSuite, WebRun texts the on-call nurse supervisor right away, and posts the full incident detail to Telegram for your safety and QA log.
Automated Sigmund Insurance Authorization Tracking
WebRun checks every active authorization in Sigmund Software each morning, logs the days and sessions remaining to a tracker sheet, and drafts a renewal request for the utilization review team to review before it goes to the payer.
Automated Zoobook Guest Dosing Request Tracking
WebRun checks Zoobook Systems for new guest dosing requests, drafts the request email to the host clinic in Outlook for staff to send, and tracks each reply so nothing sits unanswered.
Automated Sobriety Hub Shift Handoff Notes
At the end of each shift, WebRun pulls the day's key events from Sobriety Hub, drafts a handoff summary for the outgoing manager to confirm, and posts it for the next shift.
Automated LongevityEHR Referral Performance Report
On the 1st of every month, WebRun opens LongevityEHR, tallies how many new members each existing member referred and how many converted to paid memberships, and builds a ranked Google Sheets report so you know exactly which members are your best advocates.
Automated Vein Clinic Monthly Revenue Recap
On the first business day of each month, WebRun pulls every completed procedure from 1st Providers Choice, totals revenue by procedure type such as sclerotherapy, EVLT, and ambulatory phlebectomy, and logs a clean monthly recap to Google Sheets for the practice owner.
Automated Cerbo Functional Medicine Lab Digest
Every morning, WebRun scans Cerbo for lab results that arrived since the last run across every functional and standard panel, logs each one to a running tracker, and emails your care team a clear summary so nothing slips past a busy schedule.
Automated OptiMantra Lapsed Patient Check Ins
WebRun scans OptiMantra every Monday for patients who completed their induction series but haven't returned for a maintenance session in 60 days, logs them to a tracker, and drafts a gentle check-in text for staff to review.
Automated Intellicure HBOT Missed Session Follow Up
Every morning, WebRun checks Intellicure for patients who missed a scheduled dive session and drafts a friendly follow-up email offering to reschedule, ready for your front desk to review and send.
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