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.

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All categories
Automated FrameworkLTC eMAR Sync Error Monitoring
Every morning, WebRun checks FrameworkLTC for medication orders that failed to sync with connected facility eMAR systems, logs the errors by facility and drug, and posts a resolution list to your pharmacy team so nurses always have accurate medication records at the point of care.
FrameworkLTCGoogle SheetsSlack
Automated Anesthesia No-Show Recovery Worklist
Every morning, WebRun opens Graphium Health, identifies cases canceled or no-showed since the prior day, logs them with reason codes, and posts a recovery worklist to your scheduling team so open OR slots can be filled quickly.
Graphium HealthGoogle CalendarSlack
Automated RamSoft Referral Volume Tracking
Every Monday, WebRun pulls the prior week's completed studies from RamSoft by referring provider and facility, posts a volume ranking to your business development team in Slack, and updates a Google Sheet dashboard so you can see which referral relationships are growing or declining.
RamSoftGoogle SheetsSlack
Automated Prior Auth Expiry Tracking for Birth Centers
WebRun scans Maternity Neighborhood for prior authorizations expiring soon, builds a worklist for your billing team, and posts a weekly digest to Slack so no auth lapses mid-pregnancy.
Maternity NeighborhoodSlackGoogle Sheets
Healthy Roster Automated Recall Reminders
WebRun scans Healthy Roster for athletes with follow-up appointments due in the next seven days, drafts a reminder message for each for the trainer to approve, and logs the outreach in the record.
Healthy RosterGoogle SheetsSlack
Automated Occupational Health Provider Utilization Digest
Every Monday, WebRun pulls clinician appointment volumes and exam completion rates from Enterprise Health and posts a utilization digest to the medical director in Slack.
Enterprise HealthSlackGoogle Sheets
Azara DRVS Automated Patient Recall Reminders
Every week, WebRun checks Azara DRVS for patients due for annual wellness visits, chronic-disease screenings, or preventive services, and prepares reminder drafts for your care team to approve and send.
Azara HealthcareGoogle SheetsTwilio
TDO Software Automated Recall Reminders
Every morning, WebRun checks TDO Software for patients with upcoming recall dates and prepares a batch of draft reminder messages for your team to review and send.
TDO SoftwareTwilioGoogle Sheets
MAM Autopart Automated Overdue Invoice Chasing
Every Monday, WebRun pulls overdue balances from MAM Software Autopart, drafts a polite chaser email for each trade account in Gmail, and posts the outstanding list to Slack so your credit controller reviews and sends only what they approve.
MAM Software AutopartGmailSlack
DMSi Agility Automated Overdue Invoice Chaser
Every Monday, WebRun pulls overdue accounts receivable from DMSi Agility, logs the balances in Google Sheets, and drafts a polite payment reminder email per contractor for your AR team to review and send.
DMSi AgilityGoogle SheetsGmail+1
Automated Daily Load Status Digest for Carriers
Every morning, WebRun opens J. J. Keller Encompass, compiles the status of all active loads, flags any in-transit or at-risk deliveries, and posts your dispatch team a structured daily digest so every load has an owner and a plan.
J. J. Keller EncompassSlackGoogle Sheets
Automated Freight Factoring Carrier Onboarding
When a new carrier is approved in OTR Solutions, WebRun reads their account details, creates a checklist in Google Sheets, and queues a welcome email for your team to review and send before the first invoice is submitted.
OTR SolutionsGoogle SheetsGmail
Labelmaster Automated Hazmat Lane Capacity Digest
Every Monday, WebRun reviews your active dangerous goods shipping lanes, checks carrier capacity and restrictions in Labelmaster DGIS, and posts a capacity digest to your operations team so you can plan the week's DG volumes ahead of time.
LabelmasterGoogle SheetsMailchimp
Automated Ocean Freight Invoice Chaser
WebRun checks your freight invoice register each week, finds invoices approaching or past their due date, matches them against delivered containers in Terminal49, and drafts chaser emails to carriers or forwarders for your review.
Terminal49QuickBooksGmail
Automated Vanta vCISO Lead Intake Routing
When a new prospect fills out your intake form, WebRun reads their compliance scope in Vanta, scores the opportunity, and routes them to the right vCISO advisor in Slack.
VantaGoogle SheetsSlack
FranConnect Franchisee Performance Coaching Pipeline
Every week, WebRun pulls FranConnect performance data for every franchisee in a performance improvement plan or below-average status and posts a pipeline digest to your operations team so coaching resources go to the right locations.
FranConnectGoogle SheetsTelegram
Automated Avionte Job Order Lead Routing
When a new client inquiry or job-order lead arrives, WebRun reads it in Avionte, scores it by vertical and volume, and routes it to the right recruiter with a Slack alert.
AvionteGmailSlack
iClassPro Automatic Trial Inquiry Routing
When a parent submits a trial inquiry, WebRun reads the child's age and interest in iClassPro, finds the best-fit class opening, and notifies the right coach in Slack so no lead waits more than a few minutes.
iClassProSlackGmail
Cents Automated Laundromat Order Routing to Staff
When a new pickup/delivery or wash-dry-fold order arrives in Cents, WebRun reads the order details, assigns it to the right driver or attendant based on your routing rules, and notifies them instantly via Slack.
CentsSlackGoogle Calendar
365 Retail Markets New Location Launch Checklist
When a new location is being opened, WebRun works through the setup checklist in 365 Retail Markets ADM, confirms kiosk configuration, product loading, planogram setup, and loyalty enrollment, and posts a completion status to Slack so nothing is missed before go-live.
365 Retail MarketsGoogle SheetsSlack
SwiftComply Automated Backflow Lead Routing
When a new backflow testing inquiry comes in, WebRun reads the service address, checks which certified tester covers that area, and routes the lead to the right person in Slack so no inquiry sits unassigned.
SwiftComplySlackGoogle Sheets
Automated O'Neil Stratus Daily Job Status Digest
Every morning, WebRun reads all open pickup, retrieval, and destruction jobs in O'Neil Stratus and posts a prioritized daily status digest to your operations team in Slack.
O'Neil StratusSlackGoogle Sheets
Automated Buildertrend Daily Job Status Digest
Every morning, WebRun pulls the current schedule, open tasks, and pending change orders from Buildertrend for every active job, and posts a clear status digest to Slack so your team starts the day aligned.
BuildertrendSlack
Buildout Automated Daily Deal Status Digest
Every morning, WebRun opens Buildout, pulls the status of every active deal, and posts a concise digest to Slack so your brokerage team knows exactly where each transaction stands.
BuildoutSlack

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