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 Field Ticket Geofence Approval
Every hour, WebRun reviews new Engage Mobilize field tickets, checks the GPS geofence entry and exit timestamps against contract, and approves the clean ones while queueing anything that does not line up for a human.
Deliveright Automated Pre-Delivery Texts
WebRun reads each stop's live ETA in Deliveright, drafts a friendly 30 minute pre-arrival text per consignee, and queues it in Twilio for a dispatcher to send.
Highway Automated Carrier Identity Checks
Before a load goes out, WebRun checks the assigned carrier's identity and authority in Highway, holds any tender that fails, and posts your dispatch team a Slack go or no-go with the reason.
Automated M2X Pen Load Planning
WebRun reads each confirmed booking in M2X, works out a compartment loading plan from the head count and animal type, writes it to a Google Sheet, and posts the day's load plan to Slack for dispatch.
Automated Food-Grade Wash Certificates
When a food-grade wash cycle closes in TankSoft Pro, WebRun builds the wash certificate from the ticket, files it to a Google Sheets register, and posts the bay team a confirmation in Slack.
Automated Container M&R Estimate Routing
WebRun pulls each new M&R estimate from MRI Intermodal Software, drafts a clear approval email to the container principal, and posts the depot team a Slack list of estimates still waiting on a decision.
Automated STAT Specimen Dispatch
When a STAT pickup lands in CXT Software, WebRun finds the closest available driver, proposes the assignment, and queues a dispatch text for your coordinator to approve before it goes out.
Automated Reefer Setpoint Deviation Alerts
WebRun watches every reefer in Fleet.Net, catches any trailer whose temperature drifts off its setpoint, logs the excursion to a Google Sheet, and drafts an SMS to dispatch for one tap to send.
BeyondTrucks Automated Tank-Level Dispatch
WebRun watches your customer tank-level feeds in BeyondTrucks, works out which sites need a refill soon, drafts the load assignments, and posts your dispatch team a ranked run list to approve.
Automated RightEye Athlete Intake Setup
WebRun reads each new athlete intake in Typeform, sets up their record and a Sports Vision EyeQ baseline in RightEye, and logs the roster in a Google Sheet so every new athlete is ready to assess.
Automated MilkNotes New Client Intake
When a new consult is booked, WebRun opens the client in MilkNotes, drafts a warm welcome and intake request in Gmail, and posts you a heads-up in Slack so nothing slips before the first visit.
Automated Vision Therapy Intake
WebRun reads each new vision therapy evaluation request, gathers the intake details and referral notes, opens a patient record in Sanet Vision Integrator, and drafts an intake confirmation for your team to review before it reaches the family.
Automated Lymphedema Referral Intake
WebRun reads new lymphedema referral emails, pulls the patient and referring provider details into a Google Sheet, and cross-checks each new patient against LymphaTech so your intake coordinator starts the day with a clean worklist.
Auditdata Automated Appointment Intake
Whenever a patient books a hearing test, WebRun reads the request in Auditdata Manage, creates the clinic calendar event, and drafts a confirmation text for staff to approve before it goes out.
Automated Rx Lab Order Validation
WebRun checks each incoming Rx lab order in Ocuco Innovations for missing measurements, invalid lens combinations, and account details, then flags anything incomplete in Slack before the job reaches the lab floor.
Automated Denticon Multi-Office Production Rollup
Each morning, WebRun opens Denticon, pulls yesterday's production, collections, and adjustments for every office, logs them to a Google Sheet, and posts a ranked group rollup to Slack.
Automated Pediatric Patient Intake Setup
WebRun turns each new pediatric booking into a ready patient record in Oryx Dental, sends the guardian a portal intake link, and drafts a warm welcome text for your front desk to approve.
Automated XLDent Rehab Consult Intake
WebRun watches your inbox for new full-mouth rehabilitation consult requests, starts a patient chart in XLDent with the referral details, and posts the team a triage note so no complex case sits unassigned.
Panda Perio Automated Referral Triage
WebRun reads inbound referrals from your inbox, opens a matching record in Panda Perio, captures the referring dentist, reason, and urgency, and posts your front desk a triaged worklist so no perio referral sits unread.
nAbleIVF Automated Cryotank Position Audit
Every morning, WebRun opens nAbleIVF, walks the cryostorage module tank by tank, checks that every recorded sperm, egg, and embryo specimen sits in the cane and canister position it should, and sends a discrepancy report to Telegram so your lab finds a misplaced specimen before a patient does.
Verify MC Automated Eligibility Intake Triage
WebRun reads each new patient enquiry in Verify MC, checks whether their state and stated condition make them eligible for a medical cannabis certification, and posts a triaged intake queue to Slack so your front desk starts the day knowing exactly who to book.
Automated Sleep Referral Intake
WebRun reads new physician referrals for oral appliance therapy from your inbox, logs each one in DentalWriter and a tracking sheet, and drafts a referral acknowledgement to the physician office for your team to review and send.
Sonio Automated Anatomy View Check
For each anatomy scan of the day, WebRun opens Sonio, compares the captured views against the required anatomy checklist, and posts the sonographer a Slack list of any views or image-quality gaps to reshoot while the patient is still in the room.
Automated CIED Red Alert Escalation
Every few minutes, WebRun checks Octagos for red-alert CIED transmissions, texts the on-call allied professional through Twilio, and posts an escalation card to Slack so a critical arrhythmia or lead failure never waits in the queue.
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