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 Epos Now Shift Coverage Monitoring
Every morning, WebRun checks yesterday's Epos Now staff clock-in data against the scheduled shift roster and posts a Slack alert for any gap or unexpected absence so managers can react quickly.
Automated Lavu POS Weekly Top-Seller Report
Every Monday, WebRun reads the previous week's item-level sales from Lavu, ranks your top sellers by revenue and quantity, and delivers the ranked list to Google Sheets for menu planning.
Heartland POS Supplier Invoice Follow-Up Automation
Every Monday, WebRun cross-references Heartland purchase orders against outstanding supplier invoices in QuickBooks, flags any that are overdue, and drafts a follow-up email for your review.
NCR Aloha Automated Supplier Invoice Chaser
Every week, WebRun checks NCR Aloha purchase records against QuickBooks, identifies supplier invoices that are overdue or unmatched, and drafts a chaser email to each vendor for your review.
Revel Systems Supplier Invoice Chaser Automation
Every week, WebRun checks Revel Systems for purchase orders without a matching received invoice, identifies what is overdue, and drafts a polite chaser email to each supplier for your review.
SpotOn Supplier Invoice Follow-Up Automation
Every Monday, WebRun checks your overdue supplier invoices in QuickBooks, cross-references them with SpotOn purchase history, and drafts polite follow-up emails to each vendor for your review.
Restaurant Supplier Invoice Chaser Automation
Every Monday, WebRun checks your overdue supplier invoices in QuickBooks, drafts polite chasers for review, and logs outstanding balances to Google Sheets.
Aplos Automated Fund Reconciliation Digest
At month-end, WebRun opens Aplos, compares each fund's general ledger balance against bank transactions, flags unreconciled items, and posts a clean digest to your finance Slack channel.
Addepar NAV Change Notice Drafts Automation
When Addepar records a significant NAV change or distribution rate update for a private fund, WebRun drafts a notice for each affected entity and routes it for your approval before any communication goes to the family.
Automated Leapfin Revenue Reconciliation Digest
Every morning, WebRun pulls reconciliation results from Leapfin, compares them against Stripe settlements, and posts a clean digest to your accounting Slack channel.
Automated AML Regulatory Filing Deadline Reminders
When a regulatory reporting deadline approaches in your compliance calendar, WebRun reads the filing requirements, drafts a reminder notice for the responsible officer, and queues it for review in Gmail so nothing is filed late.
Automated Grantee Payment Request Follow-Up
WebRun identifies grantees who have not submitted payment requests or drawdown documentation on time, logs each case, and drafts a follow-up for your team to approve before sending.
Automated Month-End Reconciliation Digest for CFOs
At month-end, WebRun opens Fathom for each client entity, checks that all payments are reconciled in Xero, flags any unreconciled items, and posts a clean reconciliation status digest to Slack.
BizEquity Automated Fee Reconciliation Digest
Every Monday, WebRun matches payments received in QuickBooks against open valuation engagements in BizEquity, flags any engagement that has been delivered but remains unpaid, and delivers a reconciliation summary to the billing team.
Avalara Exemption Certificate Expiry Tracking
WebRun scans Avalara CertCapture for certificates expiring in the next 60 days, logs each one in Google Sheets, and drafts a renewal request for your review so nothing lapses unnoticed.
Neo.Tax Automated R&D Study Renewal Tracker
WebRun monitors Neo.Tax for engagements approaching their annual renewal window, updates the renewal calendar in Google Calendar, and alerts the responsible manager in Slack before the window closes.
Automated LTC Pharmacy Prior Auth Expiry Tracking
Every morning, WebRun scans FrameworkLTC for resident prior authorizations expiring in the next 30 days, builds a renewal worklist sorted by days remaining, and posts it to your billing and clinical teams so renewals are submitted before coverage lapses.
Automated Anesthesia Provider Utilization Digest
Every Monday, WebRun opens Graphium Health, pulls the prior week's case volume, time units, and OR utilization for each active anesthesia provider, and delivers a digest to your group administrator so staffing decisions are grounded in real data.
Automated RamSoft Radiologist Credential Expiry Tracking
Every Monday, WebRun checks your credentialing records and RamSoft provider roster for upcoming license, DEA, and board-certification expirations, and posts the at-risk list to Slack so your credentialing team can act before any deadline passes.
Automated Birth Center Referral Tracking
WebRun logs referrals sent from Maternity Neighborhood to specialists or labs, tracks whether a response or report has returned, and posts a weekly referral status digest to Slack so nothing is lost in transition.
Healthy Roster Automated Review Request Drafts
After an athlete completes a visit logged in Healthy Roster, WebRun drafts a review request for the trainer to approve before it goes out, helping the sports medicine program build its reputation without broadcasting protected health information.
Automated Occupational Health Credential Expiry Tracking
Every Monday, WebRun checks Enterprise Health for occupational health clinician licenses, certifications, and credentials expiring within 60 days and posts a prioritized renewal list to the clinic manager in Slack.
Automated FQHC UDS Quality Measure Tracking
Every week, WebRun pulls your current UDS measure performance from Azara DRVS and posts a concise digest to your quality team's Slack channel, so you stay on track for year-end reporting without last-minute scrambling.
TDO Software Automated Staff Credential Expiry Tracking
Every Monday, WebRun checks your staff credential records and posts your office manager a Google Sheets tracker and a Slack digest of licenses, CPR certs, and DEA registrations expiring in the next 90 days.
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