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.
SpotOn Staff Shift Coverage Alert Automation
Every morning, WebRun checks your upcoming shifts in SpotOn labor scheduling, finds any position without a confirmed worker, and sends a coverage alert to your Slack manager channel with enough lead time to act.
Restaurant Staff Shift Coverage Alerts Automation
Every morning, WebRun checks your upcoming shifts in Google Calendar against your TouchBistro floor plan and flags any gaps in coverage to Slack.
Aplos Automated Pledge Payment Chaser
Every Monday, WebRun opens Aplos, finds pledges and invoices past due, and drafts a polite reminder for each donor or vendor so your finance team can approve and send.
Addepar Daily Transaction Reconciliation Digest
Every morning, WebRun compares transactions posted in Addepar against custodian data and posts a reconciliation digest to Slack with any breaks highlighted for your operations team.
Automated Revenue Recognition AR Chase
Every morning, WebRun opens Leapfin, finds recognized revenue lines with overdue balances, and drafts a polite collection reminder for each customer for your review.
Unit21 Automated AML Remediation Action Chaser
WebRun checks Unit21 each morning for customers with open remediation actions that have passed their due date, ranks them by risk tier, and posts a prioritized chase list to the compliance Slack channel so nothing stays unresolved.
Automated Grant Awardee Onboarding Workflow
When Submittable records a new award decision, WebRun prepares the awardee onboarding checklist, drafts a welcome email for your team to approve, and creates a DocuSign grant agreement for signatures.
Automated Advisory Invoice Chasing for Fractional CFOs
WebRun finds unpaid advisory fee invoices in QuickBooks, checks the outstanding balance in Fathom, and drafts a polite follow-up for each overdue client for your review before sending.
BizEquity Automated Overdue Fee Chaser
Every Monday, WebRun checks QuickBooks for overdue invoices on valuation engagements, cross-checks against the BizEquity client list, drafts polite payment reminders for advisor review, and posts the outstanding fee list to Slack.
Avalara Sales Tax Rate Change Client Notices
WebRun checks Avalara for published rate changes effective in the next 60 days, maps each change to affected clients, and drafts a rate-change advisory email per client for your review before anything is sent.
Neo.Tax Automated Payroll Offset Reconciliation
Every month, WebRun cross-checks the payroll-tax-offset amounts calculated in Neo.Tax against credits applied in QuickBooks, flags mismatches, and posts a reconciliation digest to Slack for your team to review.
Automated LTC Pharmacy Cycle Fill Recovery Worklist
After each cycle fill run, WebRun checks FrameworkLTC for medication orders that were scheduled but not dispensed, identifies the reason for each gap, and posts a recovery worklist to your pharmacy team so every skipped fill is resolved before the next delivery.
Automated Anesthesia Provider Credential Expiry Tracking
Every Monday, WebRun checks your anesthesia providers' license, DEA, and ACLS certification expiry dates in Graphium Health and Google Sheets, flags anyone expiring within 90 days, and posts a renewal action list to your credentialing coordinator.
Automated RamSoft Report Turnaround Time Digest
Every morning, WebRun pulls completed study data from RamSoft PowerServer, calculates each radiologist's average turnaround time by modality, and emails the practice administrator a clean summary report.
Automated Prenatal Recall Reminders for Birth Centers
WebRun scans Maternity Neighborhood for clients whose next prenatal visit is coming due, drafts appointment reminder messages for staff review, and posts a recall list to Telegram each week.
Healthy Roster Return-to-Play Clearance Tracking
When an athlete reaches a return-to-play stage in Healthy Roster, WebRun checks which clearance steps are complete, identifies what is still outstanding, drafts a status update for the coach for the trainer to review, and logs the athlete's progression.
Automated Occupational Health Lab Results Routing
Every morning, WebRun checks Enterprise Health for newly received drug screen and lab results that have not yet been reviewed, then routes each to the assigned clinician via an internal Slack alert.
Automated FQHC Staff Credential Expiry Tracker
Every Monday, WebRun reviews staff credential records in Azara DRVS, identifies licenses and certifications expiring in the next 90 days, and sends a prioritized renewal digest to HR and the compliance team so renewals are filed on time.
TDO Software Automated Google Review Request Drafts
Every evening, WebRun finds patients who completed treatment today in TDO Software and prepares a draft review-request SMS so your team can send it at the right moment.
MAM Autopart Automated Quote Follow-Up Drafts
Every morning, WebRun checks MAM Software Autopart for quotes sent more than 2 days ago with no response, drafts a polite follow-up email for each in Gmail, and leaves them unsent for your sales team to review before chasing the customer.
DMSi Agility Automated Quote Follow-Up Drafts
Every morning, WebRun checks DMSi Agility for quotes that have been open more than three days without a response and drafts a follow-up email per contractor for your sales rep to review and send, so no opportunity goes cold.
Automated On-Time Delivery and CSA Score Report
Every Monday, WebRun opens J. J. Keller Encompass, compiles on-time versus late delivery rates from the prior week alongside any new roadside inspection results, and delivers your safety team a performance digest to monitor CSA BASIC scores and service trends.
Automated Freight Factoring Payment Reconciliation
Every Monday, WebRun compares payments received from OTR Solutions against submitted invoices in QuickBooks, flags any discrepancies, and posts a clean reconciliation summary to Slack.
Labelmaster Automated Hazmat Carrier Performance Report
Every Monday, WebRun pulls completed dangerous goods shipments from Labelmaster DGIS, calculates on-time delivery rates by carrier, and posts a performance scorecard to Google Sheets and Slack.
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