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.
Renvio Automated Missed Treatment Alerts
WebRun checks Renvio each morning for patients who missed or shortened a scheduled hemodialysis run, drafts a caring reschedule outreach for staff to review, and posts the missed treatment list to Microsoft Teams so your clinic can reach patients before they skip another session.
Automated Endoscope Reprocessing Gap Alerts
WebRun reads each scope's reprocessing history in EndoManager and ScopeCycle, flags any endoscope past its hang-time limit or missing a disinfection step, and posts an alert to Slack so the scope is quarantined before the next case.
Automated Spravato Monitoring Window Log
Every morning, WebRun opens Osmind, finds today's Spravato patients, checks each one is booked for the required two-hour post-dose monitoring, logs any gaps to Google Sheets, and posts the clinic team a Slack list of who needs a monitoring slot.
Automated Hair Transplant Consult Intake
WebRun collects new hair transplant enquiries from Instagram, opens a patient record in TrichoSuite, and drafts a WhatsApp message offering scan appointment times for a human to send.
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Automated OBL Case Schedule Conflict Checks
Every morning, WebRun reads tomorrow's HI-IQ case schedule, finds double-booked rooms, staff clashes, and cases missing a required resource, and posts your lead tech a clear conflict list in Microsoft Teams.
OmniMD Automated Vein Referral Intake
Every morning, WebRun reads new vein consult referrals in OmniMD, checks each one for a completed insurance and symptom intake, and posts your front desk a triaged worklist in Slack so nothing sits unbooked.
Automated Lavu POS Void and Discount Anomaly Flags
Every morning, WebRun scans your Lavu void and discount log for the previous day, spots any unusual patterns by employee or amount, and posts a flagged list to Slack for the manager to review.
Heartland POS Weekly Top-Sellers Report
Every Monday, WebRun pulls the prior week's Heartland sales by item, ranks your top sellers by revenue and units sold, and posts the ranked list to Slack so you can plan ordering and promotions.
NCR Aloha Automated Weekly Top-Sellers Report
Every Monday, WebRun reads NCR Aloha's item sales data for the prior week, ranks your top 10 sellers by revenue and by quantity, and posts the results to Slack so your team can plan purchasing and promotions.
Automated Revel Systems Top-Sellers Weekly Report
Every Monday, WebRun pulls last week's item-level sales from Revel Systems, ranks your top sellers by revenue and quantity, and posts a visual summary to Slack so your team can make informed menu and prep decisions.
SpotOn Weekly Top-Sellers Report Automation
Every Monday, WebRun pulls last week's SpotOn item sales, ranks your top performers by revenue and by quantity, and posts the results to Slack so you can make smarter menu and inventory decisions.
TouchBistro Automated Weekly Top-Sellers Report
Every Monday, WebRun pulls last week's TouchBistro menu-item sales, ranks the top performers, and posts the report to Slack so you can plan your week.
Aplos Automated Budget Revision Notice Drafts
When a budget revision or allocation change is recorded in Aplos, WebRun drafts a formal notice to the relevant program staff and board contact, and queues it for finance-team review before sending.
Addepar Subscription Renewal Expiry Tracker
Every Monday, WebRun checks Addepar entity and subscription data against a renewal calendar in Google Sheets, flags agreements expiring in the next 60 days, and posts an alert list to Slack for your team to act on.
Automated Revenue Schedule Rate Change Notices
When a pricing update changes a revenue schedule in Leapfin, WebRun drafts a rate-change notice for each affected customer for your finance and legal teams to review before sending.
Unit21 Automated Sanctions and PEP Review Routing
WebRun checks Unit21 each morning for customer risk ratings and sanctions screening records due for periodic review, builds an expiry-sorted worklist, and routes each review to the correct analyst in Slack based on customer type.
Automated Grant Program Guideline Change Notices
When grant program rules, indirect cost rates, or award terms change, WebRun identifies all affected active grantees in Submittable, drafts a tailored notice for each, and queues every draft for your approval before sending.
Automated CFO Advisory Fee Rate-Change Notice Drafts
When you trigger an annual fee review, WebRun checks each client's billing history in QuickBooks, confirms current engagement scope using Fathom usage data, and drafts a personalised rate-change notice email for each client for your approval before sending.
BizEquity Automated Fee Change Notice Drafts
When your valuation service fees change, WebRun identifies every client on an affected pricing tier in BizEquity, drafts a fee change notice for each, and queues the drafts for advisor review before any client is notified.
Avalara Automated Client Compliance Statement Drafts
At month end, WebRun pulls each client's compliance activity from Avalara, builds a summary of returns filed, tax remitted, and open items, and drafts a delivery email for your review before anything is sent.
Neo.Tax Automated R&D Credit Statement Drafts
When a Neo.Tax study reaches final review, WebRun compiles the credit summary details and drafts a client-facing statement email for the engagement manager to review and send.
Automated LTC Pharmacy Staff Utilization Digest
Every Monday, WebRun pulls workload and production metrics from FrameworkLTC by pharmacist and technician, summarizes fills per hour, verification counts, and overtime flags, and posts a staffing utilization digest to your pharmacy director for workforce planning.
Automated Anesthesia Patient Recall Reminder Drafts
Every Monday, WebRun identifies patients due for anesthesia follow-up or recall visits based on case history in Graphium Health, and drafts reminder outreach messages for your care coordinator to review and send.
Automated RamSoft Unread Study Worklist Digest
Every hour, WebRun opens RamSoft PowerServer, pulls every unread and STAT-priority study, and posts a prioritized worklist digest to your radiology group's Slack channel so no urgent read goes unnoticed.
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