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 Kosher Wash Prerequisite Alerts
Before a kosher wash is due to start, WebRun reads the job in TankSoft Pro, lists the required prerequisite steps, and posts the bay team a clear pre-wash checklist in Slack.
Automated Out-Of-Service Chassis Tracking
WebRun reviews out-of-service chassis in MRI Intermodal Software, flags any past your repair turnaround target, logs the aging list to a Google Sheet, and posts the depot team a Slack summary of what is overdue.
Automated Missed Pickup Alerts
WebRun watches CXT Software for timed blood-draw pickups that are running late, and alerts your dispatch team in Slack and Telegram the moment a scheduled window is at risk.
Automated Reefer Pre-Cool Reminders
WebRun reads your scheduled pickups from Google Calendar, checks each assigned trailer's box temperature in Fleet.Net, and posts a Slack reminder to pre-cool the reefer while queuing the remote pre-cool command for approval.
BeyondTrucks Automated HOS Conflict Alerts
WebRun compares each assigned bulk lane in BeyondTrucks against the driver's remaining hours of service, flags any run that would break drive or duty limits, and alerts dispatch in Slack while there is still time to swap.
Automated RightEye EyeQ Report Drafts
WebRun pulls each new Sports Vision EyeQ report from RightEye, writes a plain-language summary of the athlete's results, and queues it as a Gmail draft for your trainer to review before it reaches the athlete.
Automated Telehealth Consult Link Drafts
Ahead of each virtual visit, WebRun reads the day's telehealth consults in MilkNotes, creates a Zoom meeting for each, and drafts a join-link email in Gmail for you to approve and send.
Automated Vision Therapy Session Reminders
Each morning, WebRun reads the day's vision therapy appointments from Sanet Vision Integrator and drafts a friendly reminder text and email for each patient, then leaves them for your front desk to review and send.
Automated Garment Reorder Reminders
WebRun finds patients whose compression garments are near the end of their 6-month life, drafts a friendly reorder reminder text and email for each, and queues them for your team to review before anything reaches a patient.
Auditdata Automated Supply Reorder Campaigns
Every week, WebRun finds patients likely out of hearing aid batteries, domes, and wax guards in Auditdata Manage, then drafts a reorder campaign in Mailchimp for staff to approve before it sends.
Automated Optical Lab Remake Tracking
WebRun watches Ocuco Innovations for jobs marked as breakage or remake, logs each one to a Google Sheet with its cause, and posts a Slack alert so production can rework it fast and spot recurring quality issues.
Automated DSO New Office Onboarding Tracking
When a new location moves to closed in Salesforce, WebRun builds its onboarding checklist in Asana, checks setup progress in Denticon, and posts a weekly status of every office still onboarding.
Automated Pediatric Recall Reactivation
WebRun finds children overdue for their six-month recall in Oryx Dental, builds a reactivation list in Google Sheets, and drafts a gentle come-back campaign in Mailchimp for you to approve.
Automated Denture Try-In Scheduling
WebRun finds patients whose denture cases are ready for a try-in, checks the try-in openings on your calendar, and drafts a scheduling text for each patient so your front desk sends it with one tap.
Panda Perio Automated SRP Re-Evaluation Recall
WebRun finds patients who finished scaling and root planing in Panda Perio, checks whether their four to six week re-evaluation is booked, holds a slot in Google Calendar, and drafts a recall text for staff to approve.
nAbleIVF Automated Cryostorage Fee Billing
Every month, WebRun opens nAbleIVF, finds patients whose annual cryostorage fee anniversary is coming up, checks whether each has already been billed in QuickBooks, and drafts an invoice and a reminder email for staff to review so no stored specimen sits unbilled.
Verify MC Automated Registry Filing Tracking
WebRun reviews recently certified patients in Verify MC, works out whose paperwork has not yet been submitted to the state medical cannabis registry, and posts your compliance team a Slack worklist so no approved patient is left stuck before their card is issued.
Automated Oral Appliance Auth Tracking
WebRun tracks every pending oral appliance prior authorization in DentalWriter, logs the status in a sheet, and posts a Slack digest so no appliance is delivered before approval and no request stalls past its follow-up date.
Sonio Automated Abnormal Finding Referrals
Each morning, WebRun opens Sonio, finds finalized reports with an abnormal or flagged finding, drafts a referral note in Outlook to the matching specialist for a clinician to approve and send, and alerts the MFM team in Slack so nothing waits.
Automated Missed Transmission Reminders
Every morning, WebRun finds patients overdue on a scheduled remote transmission in Octagos, drafts a reminder text in Twilio and a reminder email in Gmail for each, and leaves both unsent for your coordinator to review and send.
Renvio Automated Capitation Reconciliation
WebRun cross-checks Renvio's Monthly Capitation Payment billing against the treatment log and active census, builds a variance sheet of patients who look under-billed or over-billed, and posts the exceptions to Microsoft Teams so your billing team can correct claims before the deadline.
Automated GIQuIC Measure Preparation
WebRun pulls the current period's colonoscopy and EGD quality measures from EndoManager, checks each case for the fields GIQuIC needs, and posts a Slack digest of what is ready and what is missing, then stages the submission package for a human to review and file.
Automated PHQ-9 and GAD-7 Trend Digest
Every week, WebRun opens Osmind, reads each active patient's latest PHQ-9 and GAD-7 scores, compares them to their baseline and prior visit, logs the trend to Google Sheets, and posts your clinicians a Slack digest of who is improving and who is stalling.
Automated FUE Graft Count Recap
After every transplant day, WebRun pulls each FUE session's graft counts from TrichoSuite, logs them to a Google Sheet, and posts your surgical team a Slack recap of grafts placed per case.
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