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.
Heartland POS Automated Online Order Routing
Whenever a new online order arrives, WebRun logs it into Heartland, assigns it to the correct fulfillment station, and sends a Telegram alert to the kitchen or prep team.
NCR Aloha Automated 86 and Low-Stock Staff Alerts
During service, WebRun monitors NCR Aloha for newly 86'd menu items and low-stock alerts, and sends a running update to your Telegram channel so front-of-house and kitchen staff stay in sync.
Automated Revel Systems Online Order Routing
Every few minutes, WebRun monitors Revel Systems for new online orders and routes each one to the correct kitchen station or location, posting a Slack alert so your team never misses a ticket.
SpotOn Online Order Routing Automation
Whenever a new online order comes in through SpotOn, WebRun confirms it, routes it to the correct prep station based on order type, and posts a pickup or delivery time estimate to your Slack operations feed.
TouchBistro Automatic Online Order Routing
When a new online order arrives in TouchBistro Online Ordering, WebRun confirms receipt, logs the order to Google Sheets, and pings the kitchen manager in Slack.
Aplos Automated Fund Budget Variance Worklist
Every week, WebRun opens Aplos, identifies funds with negative balances, overspent budgets, or significant variance from plan, and delivers a risk worklist to your finance team.
Addepar Capital Call Document Collection Chaser
Whenever a capital call or distribution is logged in Addepar without supporting documentation, WebRun identifies the gap, drafts a request to the fund administrator, and flags it for your team.
Automated Revenue Recognition Delinquency Worklist
Every Monday, WebRun reads Leapfin for customers with recognized revenue and aging balances, scores each for delinquency risk, and posts a prioritized worklist to your finance team in Slack.
Unit21 Automated AML Alert Triage Worklist
WebRun opens Unit21 each morning, reads new and unassigned alerts, scores them by risk level, and posts a prioritized worklist to Slack so your analysts know exactly where to start.
Automated Grant Disbursement Status Digest
Every week, WebRun pulls disbursement and fund drawdown data from Submittable, reconciles it against your records, and delivers a clean status digest to your finance and grants team.
Automated CFO Client Cash Risk Monitoring with Fathom
Every week, WebRun scans Fathom for clients whose cash runway, debtors aging, or cash flow metrics are trending into the danger zone, and builds a prioritised risk worklist in Google Sheets and Slack for your team to action.
BizEquity Automated Client Disengagement Risk Worklist
Every Monday, WebRun checks BizEquity for clients who have gone silent, missed document deadlines, or not responded to advisor outreach, then builds a prioritized worklist so the team can re-engage before the client walks away.
Avalara Tax Exception and Nexus Alert Monitoring
WebRun scans Avalara for tax calculation exceptions, nexus threshold alerts, and unresolved notices, then posts a prioritized exception report to Slack so your team can act fast.
Neo.Tax Automated R&D Document Collection Chaser
WebRun checks Neo.Tax for incomplete document submissions, identifies which clients are missing payroll exports or project records, and queues reminder messages for your review before sending.
Automated LTC Pharmacy Delivery Confirmation Tracking
After each delivery run, WebRun checks FrameworkLTC and FrameworkPOD for completed delivery confirmations, flags any routes or facilities that are missing a signed proof of delivery, and posts a resolution list to your operations team.
Automated Anesthesia MIPS Quality Gap Tracking
Every Monday, WebRun opens Graphium Health, checks each provider's MIPS and QCDR quality measure performance against annual targets, flags anyone below threshold, and posts a gap worklist to your quality team.
Automated RamSoft Prior Authorization Expiry Tracker
Every morning, WebRun checks RamSoft for scheduled studies whose prior authorization is expiring within 7 days, and posts an action list to your scheduling team in Slack so every auth is renewed before the patient arrives.
Automated Birth Center No-Show Recovery
When a client misses a prenatal visit in Maternity Neighborhood, WebRun flags the gap, drafts a re-engagement message for staff review, and logs the outreach in the chart.
Healthy Roster Prior Auth Expiry Tracker
WebRun reviews open prior authorization records in Healthy Roster, flags any expiring within 30 days, logs the renewal worklist to a Google Sheet, and posts an alert to Slack so the sports medicine team never treats an athlete on a lapsed auth.
Automated Occupational Health No-Show Recovery
When an employee misses a scheduled surveillance exam or drug screen, WebRun flags the no-show in Enterprise Health, drafts a reschedule notice for clinic staff to review, and logs the outreach in Google Sheets.
Automated FQHC Patient Balance Reminder Drafts
Every week, WebRun identifies patients with outstanding balances in Azara DRVS, checks their sliding-fee discount tier, and drafts a courteous, correctly priced balance reminder for billing staff to review before sending.
TDO Software Automated Patient Balance Chaser
Every Monday, WebRun opens TDO Software, finds overdue patient balances, and prepares draft payment reminder messages for your billing team to review and send before aging worsens.
MAM Autopart Automated New Trade Account Onboarding
When a new trade customer account is created in MAM Software Autopart, WebRun prepares a welcome pack in Google Docs and queues a personalised welcome email draft in Gmail for your team to review and send.
DMSi Agility Automated Contractor Onboarding Kickoff
When a new contractor account is created in DMSi Agility, WebRun collects the missing setup details, logs the account in Google Sheets, and drafts a welcome email for your credit manager to review and send.
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