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 Lab Results Routing for Birth Centers
When a lab result arrives in Maternity Neighborhood, WebRun checks which midwife owns the client chart, posts a routing alert to Slack with the result type and priority, and logs the pending review in a tracking sheet.
Healthy Roster Staff Credential Expiry Tracker
WebRun checks your credential and certification records in Healthy Roster, flags any that expire within 60 days, logs the worklist to a Google Sheet, and alerts the program director in Slack so renewals never catch anyone by surprise.
Automated Occupational Health Waitlist Slot Filling
When an occupational health exam appointment is cancelled, WebRun finds the next eligible employee on the waitlist in Enterprise Health and drafts a fill offer for the clinic coordinator to review and send.
Automated FQHC Waitlist Slot-Fill Routing
Whenever an appointment slot opens, WebRun checks Azara DRVS for waitlisted patients who match the slot type and provider, and prepares offer drafts for front-desk staff to send to the best-fit candidates.
TDO Software Automated Waitlist Slot Filling
When a cancellation opens a slot, WebRun finds the best-matched waitlist patient in TDO Software and prepares a draft outreach message for your coordinator to review and send.
MAM Autopart Automated Vendor Cost Change Digest
Every Monday, WebRun compares this week's vendor invoices in MAM Software Autopart to the recorded buy prices and posts a digest of any cost variances to the purchasing manager so margin erosion is caught before it compounds.
DMSi Agility Automated Vendor Cost Change Digest
Every Monday, WebRun reviews vendor cost updates posted in DMSi Agility over the past week, calculates the margin impact by SKU, and sends a digest to your pricing team in Slack so they can adjust sell prices before margins erode.
Automated Freight Quote Follow-Up Drafts
Every morning, WebRun checks your open quote log, finds every quote sent more than 48 hours ago with no response, and drafts a polite follow-up email in Gmail for your sales team to review and send before the load is tendered elsewhere.
Automated Factoring Contract Renewal Tracker
WebRun monitors your OTR Solutions factoring contract renewal window, alerts your team in Slack before the notice deadline passes, and drafts a renewal or termination intent letter for your review.
Labelmaster Automated Hazmat Quote Follow-Up Drafts
WebRun finds open dangerous goods shipping quotes that have not had a customer response in 48 hours, drafts a follow-up email for each, and queues them in Gmail for your coordinator to review and send.
Automated Ocean Freight POD Chaser
WebRun checks Terminal49 each morning for containers that have been discharged and picked up but still lack a signed POD, then drafts a chaser email to the freight forwarder or trucker for your approval.
Automated Vanta Access Review Request Drafts
When a quarterly access review is due in Vanta, WebRun identifies the reviewers, drafts a clear access review request for each, and queues the emails for your approval before sending.
Automated FranConnect Franchise Lead Routing
When a new franchise candidate lead arrives in FranConnect, WebRun reads their profile, scores their fit, and routes them to the right development rep with a Slack alert so no strong candidate waits.
Automated Avionte Client Review Request Drafts
After a placement completes its first billing cycle in Avionte, WebRun drafts a satisfaction review request email to the client contact in Gmail for your account manager to review and send.
iClassPro Automated Class Booking Confirmations
When a student is enrolled in a new class or a makeup is booked in iClassPro, WebRun drafts a confirmation message with the class details and sends a Slack heads-up to the front desk so everyone is aligned.
Automated Laundromat Supplier Invoice Chasing
WebRun checks your QuickBooks payables weekly for overdue supplier invoices related to laundromat supplies and equipment service, drafts a payment-chase email for each, and queues them in Gmail for your approval before sending.
Automated Micro Market Supplier Invoice Chaser
Every Monday, WebRun cross-references your supplier invoices in QuickBooks against purchase orders logged in 365 Retail Markets ADM, flags overdue or unmatched bills, and sends a payables digest to your finance team in Slack.
SwiftComply Automated Test Report Submission Drafts
After a tester completes a job, WebRun pulls the results from SwiftComply, assembles the water authority report, and queues it as a draft for a final review before anything is submitted to the regulator.
Automated Shredding Service Reminders for Clients
Before each recurring pickup or destruction service, WebRun drafts a reminder for each client so they can prepare their consoles and containers in time.
Automated Buildertrend Warranty Service Reminders
On a set schedule, WebRun checks Buildertrend for open punch-list items and upcoming warranty service windows, drafts reminder messages for each homeowner in Gmail, and queues them for your team to review before sending.
Buildout Automated Tenant Prospect Nurture Reminders
WebRun checks Buildout for contacts due for a scheduled touchpoint, drafts a personalized check-in for each one, and adds a Mailchimp nurture step so no relationship goes cold.
Oracle MICROS Simphony Supplier Invoice Chaser
Every week, WebRun matches Oracle MICROS Simphony purchase orders against invoices recorded in QuickBooks, identifies unmatched or overdue supplier invoices, and drafts a polite chaser email to each supplier for your review.
Automated talech Supplier Invoice Chaser
Every week, WebRun matches your talech purchase orders against open supplier invoices in QuickBooks, finds gaps, and drafts a chaser email for any invoice that is overdue.
Automated GoTab Weekly Top-Sellers Report
Every Monday, WebRun pulls the prior week's GoTab sales ranked by item, category, and server, and posts the top performers to your management Slack channel.
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