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 Anesthesia Claim Denial Worklist
Every morning, WebRun reviews your anesthesia billing queue in Graphium Health, collects all new claim denials with denial codes and amounts, and posts a prioritized worklist to your billing team so denials get appealed before the timely-filing window closes.
Automated RamSoft Radiology Claim Denial Worklist
Every morning, WebRun opens RamSoft's billing module, pulls denied and rejected claims, categorizes them by denial code and facility, and posts a prioritized worklist to your billing team in Slack so every denial gets worked before the appeal deadline.
Automated Birth Center Claim Denial Worklist
WebRun checks Maternity Neighborhood for denied claims each week, logs each denial with the reason code and amount to a Google Sheet, and posts a prioritized worklist to Slack for your billing team.
Healthy Roster Claim Denial Worklist Automation
Every morning, WebRun checks Healthy Roster for newly denied claims, categorizes each by denial reason, logs the worklist to a Google Sheet, and posts a summary to Slack so the billing team can appeal or correct the highest-value denials first.
Automated Workers Comp Claim Denial Worklist
Every Monday, WebRun checks Enterprise Health for workers compensation claims that were denied or returned for additional information, then compiles a prioritized worklist in Google Sheets for the billing team.
Automated FQHC Eligibility Verification Worklist
Every evening, WebRun pulls tomorrow's appointment schedule from Azara DRVS and assembles a prioritized eligibility verification worklist in Google Sheets, so your billing team can confirm coverage first thing in the morning.
TDO Software Automated Claim Denial Worklist
Every Monday, WebRun checks TDO Software for denied eClaims, groups them by denial reason, and posts your billing team a prioritized worklist so appeals are filed before the timely-filing window closes.
MAM Autopart Automated Customer Reorder Reminders
Every Monday, WebRun analyses purchase history in MAM Software Autopart to find trade accounts overdue for a regular reorder, drafts a personalised reminder email for each in Gmail, and leaves them for your reps to review before sending so no loyal customer drifts to a competitor.
DMSi Agility Automated Delivery Route Confirmations
Every morning, WebRun pulls the day's scheduled deliveries and will-call pickups from DMSi Agility, checks for incomplete addresses or missing contacts, and drafts confirmation messages for your dispatcher to review and send before the truck leaves.
Automated DOT Insurance Certificate Expiry Tracking
Every Monday, WebRun opens J. J. Keller Encompass, finds every insurance certificate expiring in the next 60 days, and sends your compliance team a prioritized renewal list so you never operate with expired coverage.
Automated Carrier Compliance Deadline Tracker
WebRun monitors your insurance certificates, operating authority, and MC number status in OTR Solutions and alerts your team in Slack before an expiry could pause your factoring advances.
Labelmaster Automated Carrier Insurance Cert Expiry Tracking
WebRun scans your approved carrier list for insurance and hazmat certification expiry dates, alerts your team 30 and 7 days out, and drafts renewal request emails for your review.
Automated Ocean Carrier Insurance Certificate Tracker
WebRun reviews your ocean carrier and freight forwarder insurance certificates each week and posts alerts for any expiring within 30 days so you can request renewals before shipments are at risk.
Automated Vanta Compliance Deadline Tracking
Every week, WebRun pulls audit dates, evidence deadlines, and control remediation due dates from Vanta and consolidates them into a shared deadline tracker with Slack alerts for anything due within 30 days.
FranConnect Franchisee Certification Expiry Tracker
WebRun checks FranConnect for certifications and training credentials expiring across your franchise network and alerts your compliance team in Slack before any location falls out of standard.
Automated Avionte ACA and Payroll Compliance Tracker
Every Monday, WebRun scans Avionte for upcoming ACA eligibility thresholds, WOTC screening windows, and payroll tax deadlines, then posts a prioritized compliance calendar to Slack so your back-office team never misses a filing.
iClassPro Automated Enrollment Renewal Reminders
Every week, WebRun checks iClassPro for enrollments expiring in the next 30 days and drafts re-enrollment reminder emails for staff to review and send, so no family drops off without a personal nudge.
Cents Automated Laundromat End-of-Day Reconciliation
Every night, WebRun pulls the day's POS totals and machine revenue from Cents, compares them to your expected figures, flags any gaps or voids, and posts a reconciliation digest to Slack before you close.
365 Retail Markets End-of-Day Reconciliation Digest
Every night, WebRun pulls each location's closing sales, payments, and cash totals from 365 Retail Markets ADM, compares them to expected figures, and posts a reconciliation digest to Slack so your finance team starts tomorrow knowing where the gaps are.
SwiftComply Automated Compliance Deadline Tracking
Every Monday, WebRun audits SwiftComply for devices, testers, and program submissions approaching their regulatory deadlines and posts a prioritized compliance calendar to Slack so your team knows what needs action this week.
Automated Retention Schedule Compliance Tracking
WebRun reviews retention schedules in O'Neil Stratus, identifies records that have reached their destruction date, and alerts your compliance team before any record is overdue for review.
Automated Buildertrend Compliance Deadline Tracker
Every week, WebRun scans active Buildertrend jobs for upcoming permit expiries, inspection deadlines, and lien waiver due dates, and posts a prioritised compliance calendar to Slack so nothing lapses.
Buildout Automated CRE Deal Deadline Tracker
WebRun tracks due diligence, financing contingency, and closing deadline dates in Buildout, and alerts the broker and coordinator before each deadline so no critical date slips.
Oracle MICROS Simphony End-of-Day Reconciliation
Each night, WebRun pulls Oracle MICROS Simphony end-of-day totals, compares them against your payment-processor settlements, and emails your finance team a reconciliation summary ready for review.
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