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.
Automated HelmBot New Member Welcome Emails
The moment someone joins in HelmBot, WebRun drafts a personalized welcome email in Mailchimp with first visit tips, and posts the front desk a Slack heads up so they can greet the new member by name.
Automated Mangomint Laser Session Reminders
Every morning, WebRun checks Mangomint for clients due for their next session in an active laser hair removal series, drafts a WhatsApp reminder for each one, and posts the day's queue to Slack for your front desk to review.
Automated HRT Control Monthly Revenue Reports
On the first of each month, WebRun pulls hormone therapy revenue and collections from QuickBooks, checks it against HRT Control visit and refill counts, and emails the owner a clean monthly summary.
Automated PatientNow Monthly Revenue Recaps
WebRun compiles PatientNow's program enrollments, packages sold, and payment status each month, builds a revenue breakdown in a Google Sheet, and emails you a recap so you always know how the practice performed.
Automated PracticeQ New Client Intake Briefing
When a new client submits their PracticeQ intake form, WebRun summarizes their health history and allergies, emails the assigned nurse a briefing, and posts a heads-up in Slack.
Automated AestheticsPro Membership Renewal Reminders
Every morning, WebRun finds AestheticsPro memberships due to renew soon, drafts a friendly renewal reminder for each member, and pings your team in Telegram once the drafts are ready for review.
Healthie Automatic Physician Referral Intake
WebRun reads new physician referrals arriving by email, logs each one to a referral tracker, drafts a scheduling outreach and a referral acknowledgment for your review, and flags any referral missing the details needed to book.
Automatic Home Infusion Coordination
WebRun finds patients starting or continuing home infusion therapy in Cellma, holds the nurse visit slot in Google Calendar, and posts your home infusion team a Telegram alert with this week's visit schedule.
Glooko Automated DSMES Class Scheduling
Every Monday, WebRun finds patients in Glooko who are due for diabetes self-management education, checks Google Calendar for upcoming class dates and open seats, and drafts a class invite email in Gmail for each eligible patient.
Automatic DXA Rescan Due Reminders
WebRun checks Hologic Horizon DXA for patients due for their next bone density scan, drafts a reminder in Solutionreach for staff to review, and lines up open Google Calendar slots so the front desk can rebook in one pass.
Automated Migraine Botox Prior Authorization
WebRun finds upcoming chronic migraine Botox visits in Nexus Clinical, drafts the CoverMyMeds prior authorization request with diagnosis and treatment history, and posts the billing team a Microsoft Teams worklist of every request still waiting on submission or payer approval.
Automated Informed Consent Tracking
Every morning, WebRun checks Progeny Clinical for upcoming test orders, confirms the informed consent envelope status in DocuSign, and posts a Slack alert for any patient whose consent is missing, expiring, or unsigned.
Automated Post-Op Catheter Removal Checks
WebRun finds patients due for a voiding trial after catheter removal in NextGen Healthcare, logs the post void residual against their Laborie baseline, and posts a nurse alert to Slack with a drafted callback note for any failed trial.
Automatic Home Oxygen Order Tracking
Every morning, WebRun checks ModuleMD for new and pending home oxygen orders, prepares the order fax for the ordering physician to sign off, and posts a Slack digest of orders awaiting signature or DME confirmation.
Automatic HCC Surveillance Scan Reminders
WebRun checks gGastro (ModMed) each week for cirrhosis and hepatitis B patients due for their next HCC surveillance ultrasound, books the open slot in Google Calendar, and drafts a reminder email in Gmail queued for staff review before it goes out.
Automated Hospital Discharge Referral Intake
Every hour, WebRun reads new hospital discharge referral emails in Gmail, creates the matching patient record in CureMD, and holds a first visit slot in Calendly based on how urgent the referral is.
Nextech Automated Reconstruction Referral Tracking
WebRun checks Nextech each Monday for Mohs defects referred out for reconstruction, tracks the signed authorization in DocuSign, and drafts a follow-up nudge in Gmail to the reconstructive surgeon's office for any referral not yet scheduled.
Automated Bukku LHDN E-Invoice Rejection Alerts
Every morning, WebRun opens Bukku, checks the LHDN submission status of every e-invoice, flags anything rejected or stuck pending, and pings you on Telegram with what needs fixing before it becomes a compliance headache.
Automated Sapaad Multi-Branch Sales Comparison
Every Monday, WebRun pulls last week's sales from every outlet in Sapaad, ranks branches by revenue and by growth, and posts the comparison to Slack and WhatsApp so leadership sees which locations need attention.
Automated CONTPAQi Expense Receipt Capture
The moment an employee sends a receipt photo on WhatsApp, WebRun reads the amount, vendor, and date, drafts a matching expense entry in CONTPAQi for the accountant to approve, and logs it to a sheet.
Automated Alegra Low Stock Alerts
Every morning, WebRun opens Alegra, checks every product's stock level against its reorder point, drafts a reorder email to the supplier for anything running low, and pings your purchasing team on Telegram.
Automated Tally Ledger Discrepancy Alerts
Every evening, WebRun scans TallyPrime ledgers for negative cash balances, mismatched opening balances, and duplicate vouchers, logs each issue to Google Sheets, and flags your accountant on WhatsApp.
Automated Qoyod Overdue Invoice Reminders
Every Monday, WebRun opens Qoyod, finds invoices past their due date, drafts a polite WhatsApp reminder for each customer for you to approve, and adds a follow up reminder to Google Calendar for the largest balances.
Automated Wafeq Monthly Financial Statements
On the first of each month, WebRun pulls your profit and loss, balance sheet, and cash flow statement from Wafeq, logs the key figures to a trend sheet, and emails the full statement to leadership.
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