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 Grant Application Document Collection
WebRun scans Submittable for incomplete applications, identifies what each applicant is still missing, and drafts a polite follow-up request for your review before it is sent.
Automated Fractional CFO Client Onboarding Kickoff
When a new fractional CFO engagement is confirmed, WebRun creates the client entity in Fathom, sets up a Google Sheet tracker, drafts the welcome and document-request email for your review, and posts the kickoff checklist to Slack.
BizEquity Automated Client Onboarding Kickoff
When a new client engagement is created in BizEquity, WebRun sets up the document checklist, creates a shared tracking sheet, and prepares the welcome email for advisor review so onboarding starts within minutes of signing.
Avalara Sales Tax Reconciliation Automation
WebRun pulls collected tax totals from Avalara and compares them to remitted amounts in QuickBooks, then posts a reconciliation digest to Slack so variances surface before they become audit risks.
Neo.Tax Automated R&D Engagement Invoice Chaser
WebRun checks QuickBooks for unpaid invoices on R&D tax credit engagements, cross-references them with Neo.Tax study status, and drafts polite payment reminders for manager review before anything is sent to clients.
Automated LTC Pharmacy Facility Balance Chasing
Every week, WebRun opens FrameworkLTC, pulls outstanding account balances for each nursing facility, sorts them by age and amount, and drafts collection reminder communications for your billing team to review and send.
Automated Anesthesia Prior Auth Tracking
Every morning, WebRun reviews your scheduled anesthesia cases, checks each case for a valid prior authorization, flags any missing or expiring within 5 days, and posts a follow-up list to your scheduling team so no case is canceled for missing auth.
Automated RamSoft Referring Facility Onboarding
When a new referring facility is added to RamSoft, WebRun collects the required documents, sets up the provider record, and sends the credentialing team a checklist so the facility is reading-ready within days, not weeks.
Automated Midwife Utilization Digest for Birth Centers
Every week, WebRun pulls visit counts and scheduled hours from Maternity Neighborhood for each midwife, summarizes caseload distribution in a Google Sheet, and posts a utilization digest to Slack for practice leadership.
Healthy Roster Automated Referral Tracking
WebRun monitors open referrals logged in Healthy Roster, checks which ones are still awaiting a return report, and posts a weekly digest so the athletic trainer can follow up before any athlete falls through the gap.
Automated Occupational Health Recall Reminders
Every morning, WebRun checks Enterprise Health for employees whose periodic surveillance exams are due in the next 30 days, then drafts recall notices for clinic staff to review and send.
Azara DRVS Automated Referral Tracking Digest
Every week, WebRun reviews open referrals in Azara DRVS, identifies those with no follow-up received, and posts a chase list to care coordinators so no specialist referral falls through the cracks.
TDO Software Automated Referral Tracking
Every morning, WebRun opens TDO Software, finds new and completed referrals, and sends your front desk a ready-to-review report so no referring doctor goes unthanked.
MAM Autopart Automated Vendor Price File Review
When a new vendor price file lands, WebRun compares it to your current buy prices in MAM Software Autopart, highlights the changes that affect your margin, and prepares a summary for your purchasing manager to review before any prices are updated.
DMSi Agility Automated Price List Update Rollout
When a supplier sends a new price list, WebRun compares it against current DMSi Agility costs, flags every SKU with a cost change, logs the delta in Google Sheets, and posts a review checklist to Slack so your pricing team can approve updates before any customer price changes.
Automated Fleet Maintenance and DOT Inspection Alerts
Every morning, WebRun opens J. J. Keller Encompass, finds every vehicle with a PM inspection, annual DOT inspection, or scheduled maintenance due within 14 days, and sends your fleet team a prioritized action list.
Automated Freight Factoring Invoice Follow-Up
WebRun opens OTR Solutions each morning, finds factored invoices past their payment window, and queues a polite collections follow-up for your accounts receivable team to review and send.
Labelmaster Automated Hazmat Load Status Digest
Every morning, WebRun pulls the current status of all in-transit dangerous goods shipments from Labelmaster DGIS and posts a concise load digest to your operations Slack channel.
Automated Ocean Freight Lane Capacity Digest
Every Monday, WebRun pulls shipment volume and transit time data from Terminal49 across your active trade lanes and posts a digest to Slack showing where capacity is tightening or transit times are slipping.
Automated vCISO Overdue Invoice Reminders
Every Monday, WebRun finds overdue invoices for compliance engagements in QuickBooks, checks the client's active Vanta program, and drafts a polite payment reminder for your review before sending.
FranConnect Brand Standard Failure Alerts
When FranConnect logs a brand standard failure or field audit exception, WebRun reads the details and immediately alerts your operations team so no incident goes unaddressed.
Automated Avionte Overdue Invoice Follow-Up
Every Monday, WebRun opens Avionte's billing module, finds invoices past due, and drafts a polite payment reminder email in Gmail for your accounts team to review and send to each client.
iClassPro Automated Tuition Overdue Reminders
Every Monday, WebRun opens iClassPro, finds families with overdue tuition balances, and drafts a polite payment reminder for each. Larger balances are flagged for staff review. A summary posts to Slack so the front desk knows who still owes.
Cents Automated Laundromat Refund Exception Flags
WebRun reviews all refunds and credits issued in Cents each day, flags any that exceed your threshold or lack a reason code, and logs them to Google Sheets with a Slack alert to your manager.
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