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.
Aplos Automated Donation Entry From Email
When a donation confirmation or grant award email arrives, WebRun reads the amount, donor, and fund designation, then creates the transaction record in Aplos so nothing is entered manually.
Addepar LP Email Data Entry Automation
When a fund administrator sends a capital call notice, distribution notice, or LP report by email, WebRun extracts the key data fields and logs them into Addepar so your records stay current without manual entry.
Automated Leapfin Revenue Schedule Entry From Email
When a new contract email arrives in Gmail, WebRun extracts the key terms and opens Leapfin to create a draft revenue schedule entry for your accountant to review.
Automated AML Alert Email Ingestion into Unit21
When an external AML alert, law enforcement referral, or 314a inquiry arrives in your compliance inbox, WebRun reads the email, extracts the key details, and creates a structured entity record or case in Unit21 so nothing is manually re-keyed.
Automated Grant Delinquency Risk Worklist
WebRun reviews active awards in Submittable for delinquency signals such as missing reports, late drawdowns, or no activity, and builds a weekly risk worklist for your grants team to act on.
Automated CFO Cash Flow Data Entry From Client Emails
When a client emails bank statements, payroll runs, or cash balance updates, WebRun reads the figures from the email or attachment summary, logs them into your Google Sheet cash flow tracker, and updates the corresponding Fathom forecast model.
BizEquity Automated Financial Data Entry From Email
When a client emails financial statements or data sheets, WebRun reads the key figures and enters them into the correct BizEquity engagement fields, saving advisors from manual copy-and-paste.
Avalara Automated Exemption Certificate Collection
WebRun checks Avalara for exempt customers with missing or expired certificates, then drafts a collection email to each for your review before anything is sent.
Neo.Tax Automated R&D Engagement Risk Worklist
WebRun scans Neo.Tax for engagements showing stall signals such as missing data, overdue document submissions, or long gaps since last activity, and builds a weekly risk worklist in Google Sheets for your team to action.
Automated LTC Pharmacy Cycle Fill Prep
Every cycle, WebRun opens FrameworkLTC, pulls the active resident medication list for each facility, flags missing refill authorizations and short-supply items, and posts your pharmacy team a ready-to-work prep checklist before the dispensing window opens.
Automated Anesthesia Facility Coverage Confirmation
Every morning, WebRun checks the next day's anesthesia coverage schedule in Graphium Health, confirms each OR location has a provider assigned, flags any unassigned rooms or gaps, and posts a coverage confirmation to your scheduling director.
Automated RamSoft Patient Eligibility Verification
Every evening, WebRun opens RamSoft's eligibility and pre-authorization module, runs verification checks on the next day's scheduled patients, and posts a results worklist to your front-desk team so coverage issues are resolved before the patient arrives.
Automated Birth Center New Client Intake Chaser
When a new client record is created in Maternity Neighborhood without a complete intake form, WebRun flags the gap, drafts a follow-up prompt for staff review, and logs the open item until the form is received.
Healthy Roster No-Show Recovery Automation
When an athlete misses an appointment in Healthy Roster, WebRun flags the gap, drafts a follow-up message for the athletic trainer to review, and logs the outreach attempt so nothing falls through the cracks.
Automated Occupational Health Intake Questionnaire Chaser
Every morning, WebRun checks Enterprise Health for employees who have an upcoming surveillance exam but have not yet completed their pre-exam intake questionnaire, then posts a follow-up list to the clinic coordinator.
Automated FQHC No-Show Recovery Digest
Every afternoon, WebRun checks Azara DRVS for today's no-shows, identifies open appointment slots, and posts a recovery digest to your front-desk Slack channel so staff can quickly reschedule the right patients.
TDO Software Automated No-Show Recovery
Each afternoon, WebRun checks TDO Software for no-shows and same-day cancellations, drafts reactivation messages for each patient, and alerts your coordinator to fill the gap.
MAM Autopart Automated Low-Stock Reorder Alerts
Every morning, WebRun checks MAM Software Autopart for SKUs at or below their reorder point and posts a prioritised reorder list to Slack so your purchasing team acts before a stockout hits the trade counter.
DMSi Agility Automatic Low-Stock Reorder Alerts
Every morning, WebRun checks DMSi Agility for building-materials SKUs below their reorder point and posts a prioritized replenishment list to Slack so your buyers can act before a stockout.
Automated Driver Detention and Demurrage Tracking
Every morning, WebRun reviews driver logs in J. J. Keller Encompass for on-site dwell times exceeding your free-time threshold, flags detention events, and posts your billing team a daily log of unbilled detention charges to invoice before the window closes.
Automated Freight Factoring Delinquency Risk Worklist
WebRun pulls your OTR Solutions aging report each week, scores each broker by payment history and days outstanding, and builds a risk worklist your team can act on before delinquent invoices eat into your reserve account.
Labelmaster Automated Detention Demurrage Tracking
WebRun monitors your dangerous goods shipments in Labelmaster DGIS for detention and demurrage risk, logs charges to Google Sheets, and alerts your team before fees escalate.
Automated Container Customs Hold Digest
WebRun checks Terminal49 each morning for containers with an active CBP, USDA, FDA, or port hold, logs them to a Google Sheet, and posts a customs hold digest to your Slack ops channel so your broker can act immediately.
Automated Vanta Evidence Collection Chaser
Every week, WebRun checks Vanta for controls still waiting on client-supplied evidence, identifies the missing documents, and sends your team a worklist with a draft chase email for each outstanding item.
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