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 talech End-of-Day Reconciliation
Each night, WebRun reads talech's end-of-day report, compares cash and card totals against expected drawer amounts, and emails you a reconciliation summary flagging any variances.
Automated GoTab End-of-Day Reconciliation Digest
Every night, WebRun closes out your GoTab session, reconciles payment totals by tender type, flags any variances, and sends the finance team a clean end-of-day report.
Automated Epos Now End-of-Day Reconciliation
Every evening, WebRun reads your Epos Now end-of-day totals, checks expected cash against actual, flags any discrepancy, and logs the result to Google Sheets.
Automated Lavu POS End-of-Day Reconciliation
Every night, WebRun reads your Lavu end-of-day close report, checks the cash drawer and card totals against expected, and posts a reconciliation summary to Slack so discrepancies are caught before the morning.
Heartland POS Automated End-of-Day Reconciliation
Each night, WebRun pulls Heartland's end-of-day batch totals, compares them to expected figures, flags any variances, and emails you a reconciliation digest ready for your books.
NCR Aloha Automated End-of-Day Reconciliation
Every night, WebRun pulls NCR Aloha end-of-day figures, compares cash drawer to expected totals, and logs any variances to Google Sheets so your manager can close out with confidence.
Automated Revel Systems End-of-Day Reconciliation
Each night, WebRun pulls Revel Systems end-of-day totals, compares them against expected figures, flags any cash or card discrepancies, and posts a reconciliation digest so your manager can close the books confidently.
SpotOn End-of-Day Reconciliation Automation
Every night, WebRun pulls SpotOn's end-of-day report, matches payments by tender type, and posts a reconciliation digest so you know exactly what cleared and what needs attention.
TouchBistro Automated End-of-Day Reconciliation
Every night, WebRun pulls TouchBistro's closing totals, matches them against your payment processor, and logs any gaps to Google Sheets.
Aplos Automated Disbursement Approval Routing
When a disbursement request above your threshold is entered in Aplos, WebRun drafts an approval request message for the designated board member and posts it to your approval Slack channel for review.
Addepar Fee Approval Routing Automation
Each month, WebRun reads advisory fee calculations from Addepar, drafts an approval request for each entity or billing group, and routes them to the right approver via Gmail for sign-off before any fee is charged.
Automated Leapfin Journal Entry Approval Routing
When Leapfin flags journal entries ready for posting, WebRun drafts an approval request and routes it to the correct reviewer in Slack based on entry type and amount.
Unit21 Automated AML Case Escalation Routing
When a Unit21 case is escalated, WebRun reads the case details, matches it to the correct senior compliance officer based on your routing rules, and drafts an escalation notification for your review before sending.
Automated Grant Award Decision Letters
Once reviewers complete scoring in Submittable, WebRun drafts award and declination letters for every applicant and queues them for your program officer to approve before sending.
Automated CFO Board Pack Internal Approval Routing
Before delivering a board pack, WebRun checks that Fathom reports are finalised, drafts an approval-request email to the internal reviewer, and posts the pack summary to Slack for sign-off, so nothing goes to the board without a final human check.
BizEquity Automated Valuation Approval Routing
When a BizEquity valuation is ready for internal review, WebRun identifies the correct approver based on client type and deal size, drafts the review request, and notifies the reviewer in Slack so nothing waits in the wrong inbox.
Avalara Sales Tax Return Approval Routing
WebRun reads prepared return drafts in Avalara, compiles a review packet per state, and routes each to the right approver via Slack with a checklist, so nothing is filed without sign-off.
Neo.Tax Automated R&D Credit Approval Routing
When Neo.Tax completes a credit calculation, WebRun reviews the credit amount, routes a draft approval notice to the correct partner or manager tier, and queues the client notification for review before anything is sent.
Automated LTC Pharmacy Care Gap Outreach Drafts
Every week, WebRun reviews FrameworkLTC medication regimen records for care gaps tied to quality measures (adherence, high-risk medications, antipsychotic use), drafts facility outreach communications for your clinical pharmacist to review, and logs the cases to a tracking sheet.
Automated Anesthesia Care Gap Outreach Drafts
Every Monday, WebRun identifies anesthesia patients with open QCDR care gaps in Graphium Health and drafts targeted outreach messages for your care coordinator to review and send, so quality measure performance improves without automated patient contact.
Automated RamSoft Imaging Care Gap Outreach Drafts
Every week, WebRun identifies patients in RamSoft whose imaging history shows a care gap against clinical guidelines, drafts outreach messages to referring providers for clinical coordinator review, and logs the gap list so your radiology group closes quality measures.
Automated Prenatal Care Gap Outreach Drafts
WebRun identifies active prenatal clients in Maternity Neighborhood who are missing a recommended care touchpoint based on their gestational week, drafts outreach messages for staff review, and posts a care-gap summary to Slack.
Healthy Roster Automated Care Gap Outreach
WebRun reviews Healthy Roster for athletes with open injury records but no recent visit in the past 14 days, drafts a check-in message for the trainer to review, and surfaces the list so no injured athlete goes unmonitored.
Automated Occupational Health Care Gap Outreach Drafts
Every week, WebRun identifies employees in Enterprise Health who have open health surveillance care gaps, then drafts outreach messages for clinic staff to review and send to close those gaps.
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