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.
Oracle MICROS Simphony Price Change Rollout
When you trigger a price or menu update, WebRun walks through Oracle MICROS Simphony property by property, applies the approved changes, verifies each location is live, and logs a completion checklist to Google Sheets so nothing is missed.
Automated talech Price Change Rollout
When you upload a price-change list, WebRun updates each item in talech, verifies the new prices were saved, and sends you a completion checklist in Google Sheets showing what changed and what needs a manual fix.
Automated GoTab Refund Exception Flags
WebRun checks GoTab for refunds processed in the prior 24 hours, flags any that exceed your threshold or lack a reason code, and logs them for manager review.
Automated Epos Now Online Order Routing
When a new online order arrives in Epos Now, WebRun reads the order details, decides the fulfilment route based on your rules, and posts the job to the right team channel in Slack.
Automated Lavu POS Refund Exception Flags
Every morning, WebRun scans Lavu's refund log for the previous day, identifies any refund above your threshold or processed outside normal hours, and posts a flagged list to Slack for the manager to review.
Heartland POS Bulk Price Change Rollout Automation
When you trigger a price-change rollout, WebRun reads your updated price list, applies each change to the correct items in Heartland, and logs every update so you have a full audit trail.
NCR Aloha Automated Online Order Routing
When an online order lands in NCR Aloha, WebRun reads the order type and contents, routes it to the correct kitchen station or delivery queue, and sends a confirmation to your ops Slack channel.
Revel Systems Multi-Location Price Change Rollout
When you trigger a price change run, WebRun works through every affected item in Revel Systems across each location, updates the price, and posts a completion checklist so you can confirm everything went through correctly.
SpotOn Refund Exception Monitoring Automation
Every morning, WebRun reviews the previous day's refund activity in SpotOn, compares it to your historical baseline, flags anything outside the normal range, and posts an exception report to Slack for manager review.
TouchBistro Automated Price Change Rollout Checklist
When you upload a price change list, WebRun walks through each item in TouchBistro, verifies the update, and posts a completion checklist to Slack so nothing is missed.
Aplos Automated Grant Document Collection Chaser
Every week, WebRun checks Aplos for grants and donations that are missing required supporting documents such as grant agreements, W-9s, or acknowledgment letters, and drafts a collection request for each.
Addepar Data Quality Exception Monitoring
Every morning, WebRun scans Addepar for stale prices, missing valuations, and data anomalies across all accounts, then posts an exception list to Slack so your team can resolve issues before client reports run.
Automated Revenue Documentation Collection Chaser
Before month-end, WebRun checks Leapfin for recognized revenue lines missing supporting contracts or order forms, and drafts a request to the right team member for each gap.
Automated KYC Document Collection Chaser
WebRun checks Unit21 and your document tracker each morning for customers with incomplete KYC document sets, identifies what is still missing, and drafts collection request emails for your compliance team to review and send.
Automated Grant Portfolio Exception Flagging
WebRun scans Submittable daily for anomalies such as duplicate applications, unusually large award requests, or sudden status reversals, and posts a flagged exceptions list to your grants team for review.
Automated CFO Client Document Collection Chaser
Before month-end close, WebRun checks which clients have not yet provided bank statements, expense reports, or payroll files, drafts a polite chase email for each, and posts an outstanding-document tracker to Slack.
BizEquity Automated Document Collection Chaser
WebRun monitors which clients have not yet submitted their financial statements, tax returns, and supporting documents into BizEquity, then sends your team a daily chase list so nothing stalls a valuation engagement.
Avalara Automated Client Onboarding for Sales Tax
When a new client is added, WebRun pulls their nexus footprint from Avalara, sets up their compliance profile, and drafts a welcome checklist email for your review before anything goes out.
Neo.Tax Automated QRE Anomaly and Exception Flags
WebRun scans Neo.Tax for QRE calculations with unusual figures such as wage allocations above threshold percentages or expense categories with zero entries, and posts a flagged anomaly list to Slack for your team to review.
Automated LTC Pharmacy Eligibility Verification Worklist
Every morning, WebRun checks FrameworkLTC for new admissions and coverage change events from the past 24 hours, verifies payer eligibility status for each, flags unconfirmed or rejected eligibilities, and posts a worklist to your billing team so no fill ships without confirmed coverage.
Automated Anesthesia Missing Charge Capture
Every morning, WebRun opens Graphium Health, compares completed anesthesia cases against billed charges, flags any case with no corresponding claim, and posts the gap list to your billing team in Slack.
Automated RamSoft Radiology Recall Due Reminders
Every morning, WebRun checks RamSoft for patients whose radiologist-recommended follow-up study is coming due, and drafts recall reminder messages for your clinical coordinator to review and send.
Automated Birth Center Client Balance Collections
WebRun finds client balances past due in Maternity Neighborhood, drafts a polite payment reminder for each account for staff review, and posts a collections digest to Slack each week.
Healthy Roster Provider Utilization Digest
Every Monday, WebRun pulls visit volume, athlete encounter counts, and treatment logs from Healthy Roster for each provider and posts a utilization digest to Slack so leadership can spot imbalances and plan staffing.
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