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 CFO Loan Covenant Monitoring with Fathom
WebRun checks each client's current financial ratios in Fathom against their loan covenant thresholds, flags any breach or near-breach, and posts a weekly covenant health digest to Slack so you can address issues before the lender does.
BizEquity Automated Loan Covenant Valuation Tracker
WebRun monitors clients whose loan covenants require a current business valuation and alerts advisors when a client is approaching the covenant deadline so a fresh BizEquity report can be prepared in time.
Avalara Tax Notice Logging From Email
WebRun reads incoming tax authority emails and nexus threshold notices, extracts the key details, and logs each as a new record in Avalara and a Google Sheet so nothing is lost in an inbox.
Neo.Tax Automated R&D Expense Data Entry From Email
When a client emails payroll breakdowns or expense summaries, WebRun extracts the figures, matches them to the open engagement in Neo.Tax, and logs them to Google Sheets for your team to verify before entry.
Automated LTC Pharmacy Controlled Substance Audit
Every day, WebRun reviews FrameworkLTC controlled-substance dispensing records against expected on-hand counts for each facility, flags any count discrepancies, and posts a resolution worklist to your pharmacist-in-charge so every variance is documented and investigated.
Automated Anesthesia Eligibility Verification Worklist
Every morning, WebRun reviews the next two days of scheduled anesthesia cases in Graphium Health, flags any patient whose insurance eligibility has not been verified or whose coverage looks inactive, and posts a verification worklist to your billing coordinator.
Automated RamSoft Critical Results Routing and Tracking
When RamSoft flags a critical or urgent finding on a signed report, WebRun identifies the referring provider, drafts a notification for radiologist review, and logs the communication in a tracking sheet so nothing slips through.
Automated Birth Center Eligibility Verification Worklist
Every week, WebRun checks Maternity Neighborhood for clients with prenatal or birth visits in the next 7 days whose insurance eligibility has not been verified, and posts a verification worklist to Slack for your billing team to action.
Healthy Roster Automated Intake Form Chaser
WebRun scans Healthy Roster for new athletes with incomplete intake paperwork, drafts a polite chaser for the trainer to review and send, and logs the outstanding forms so nothing is missing on day one.
Automated Workers Comp Eligibility Verification Worklist
Every morning, WebRun finds appointments in Enterprise Health where workers compensation eligibility has not yet been verified and builds a prioritized worklist for the billing team.
Automated FQHC New Patient Intake Form Chaser
Every morning, WebRun checks Azara DRVS for new patient appointments in the next 3 days that are missing required intake documents, and prepares reminder drafts for staff to send before the visit.
TDO Software Automated New Patient Intake Chaser
Every morning, WebRun checks TDO Software for new patients scheduled in the next 48 hours who have not yet completed their intake forms and prepares a gentle chase draft for your coordinator.
MAM Autopart Automated Delivery Route Confirmation
Every morning, WebRun pulls the day's delivery orders from MAM Software Autopart, groups them into route sequences, and posts each driver's run sheet to Slack so the team dispatches on time without last-minute scrambles.
DMSi Agility Automated Expiring Lot FEFO Alerts
Every morning, WebRun scans DMSi Agility for inventory lots with approaching expiry or maximum shelf-life dates, ranks them by urgency, and posts an alert to Slack so your warehouse team can prioritize those items for first-out fulfillment or return.
Automated HOS Violation and ELD Exception Alerts
Every morning, WebRun opens J. J. Keller Encompass, finds every hours-of-service exception or unresolved ELD violation from the prior day, and posts your safety team a prioritized worklist so issues are addressed before they reach an audit.
Automated Freight Invoice Data Entry from Email
When a rate confirmation or invoice arrives by email, WebRun extracts the key load details, logs them to a Google Sheet, and pre-fills the OTR Solutions submission form so your dispatcher spends seconds, not minutes, on data entry.
Labelmaster Automated Hazmat Delay Exception Alerts
WebRun monitors your in-transit dangerous goods shipments in Labelmaster DGIS and sends your operations team an immediate Telegram alert whenever a delay, hold, or compliance exception is detected.
Automated Ocean Freight Customer Onboarding Kickoff
When a new ocean freight customer signs on, WebRun creates their shipment tracking workspace in Terminal49, sets up their Slack channel, and drafts a welcome email with onboarding instructions for your team to send.
Automated vCISO Contract Renewal Reminders
Every week, WebRun checks your active vCISO contracts against Vanta program status and posts renewal reminders to Slack for any engagement expiring within 60 days.
Automated FranConnect Franchise Compliance Deadline Tracker
WebRun scans FranConnect for approaching compliance deadlines across your network, logs them to a shared tracker, and alerts your compliance team in Slack before anything is missed.
Automated Avionte Client Contract Renewal Tracker
Every Monday, WebRun opens Avionte, finds client contracts and master service agreements expiring in the next 60 days, drafts a renewal outreach email for your account manager to review, and posts the renewal pipeline to Slack.
iClassPro Automated New Student Onboarding Kickoff
When a new student is enrolled in iClassPro, WebRun drafts a welcome email with class details and what to bring, logs the student in a new-enrollee tracking sheet, and notifies the assigned coach in Slack so every new family feels prepared before day one.
Cents Automated Laundromat Gift Card Liability Digest
Every Monday, WebRun reads outstanding gift card and stored value balances from Cents, totals your unredeemed liability, compares it to prior weeks, and posts a digest to Slack so your finances stay accurate.
365 Retail Markets Automated Gift Card Liability Digest
Every week, WebRun pulls outstanding Global Market Account balances and employer gift card liabilities from 365 Retail Markets ADM, summarises total unredeemed stored value by location, and logs the figures to Google Sheets for your finance team.
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