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 FQHC Claim Denial Appeal Worklist
Every Monday, WebRun pulls denied and rejected claims from Azara DRVS and QuickBooks, categorizes them by denial reason, and delivers a prioritized appeal worklist to your billing team so revenue is recovered before timely-filing deadlines pass.
TDO Software Automated Care Gap Outreach Drafts
Every Monday, WebRun finds patients in TDO Software who had a root canal started but never returned to complete treatment, and prepares draft outreach messages for your coordinator to review.
MAM Autopart Automated Credit Hold Worklist
Every morning, WebRun pulls every trade account currently on credit hold from MAM Software Autopart, groups them by balance and hold age, and posts a worklist to your credit controller so holds are reviewed and released or escalated before the account turns up at the trade counter.
DMSi Agility Automated Credit Hold Worklist
Every morning, WebRun pulls all orders on credit hold in DMSi Agility, groups them by account, checks the outstanding AR balance and days overdue, and posts a prioritized worklist to Slack so your credit team can release or escalate each hold before the contractor needs their materials.
Automated Cargo Claim Tracking and Resolution Digest
Every Monday, WebRun opens J. J. Keller Encompass and your claims inbox, compiles all open cargo claims with their age and status, and posts your operations team a weekly resolution worklist so no claim ages past the statutory deadline.
Automated Broker Credit Check Routing for Factoring
Before a carrier books a load, WebRun checks the broker's credit score in OTR Solutions, matches the risk level to the right approval tier, and posts a routing recommendation to Slack so the carrier or dispatcher can make an informed decision.
Labelmaster Automated Hazmat Cargo Claim Tracking
WebRun monitors your open cargo claims on hazmat shipments, logs status updates to Google Sheets, and drafts carrier follow-up emails for review so no claim goes unactioned past its filing deadline.
Automated Ocean Freight Cargo Claim Tracking
WebRun monitors your cargo claim register each week, updates the status of each claim against the carrier's portal and shipment data in Terminal49, and posts a claim status digest to Slack so nothing falls through the cracks.
Automated Vanta Certification Renewal Tracking
Every week, WebRun checks Vanta for approaching SOC 2, ISO 27001, and HIPAA certification renewals and posts a deadline tracker to Slack so no renewal sneaks up on your team.
FranConnect Franchise Agreement Renewal Reminders
WebRun checks FranConnect for franchise agreements expiring within 90 days, logs them to a renewal tracker, and drafts a renewal reminder for each franchisee for your team to review before sending.
Automated Avionte Candidate Credential Expiry Tracker
Every morning, WebRun scans Avionte for candidates whose certifications are expiring in the next 30 days, posts a worklist to Slack, and drafts renewal reminder emails for your compliance team to review and send.
iClassPro Automated Coach Certification Expiry Tracking
Every week, WebRun checks staff certification dates in iClassPro and Google Sheets, flags any coach whose CPR, USA Gymnastics, or SafeSport certification is expiring within 60 days, and posts an alert to Slack so renewals never slip past the deadline.
Cents Automated Daily Laundromat Sales Digest
Every morning, WebRun pulls the previous day's sales totals, machine-turn counts, and wash-dry-fold order volume from Cents and posts a clean digest to Slack so you start the day informed.
365 Retail Markets Automated Daily Sales Digest
Every morning, WebRun pulls the previous day's sales from 365 Retail Markets ADM, summarises revenue and transaction counts by location, and posts a clean digest to Slack so operators start the day informed.
SwiftComply Automated Annual Test-Due Reminders
Every day, WebRun checks SwiftComply for devices whose annual test is coming due, drafts a reminder notice for each customer, and queues it for your review before anything is sent.
Automated Records Center Certification Expiry Tracking
WebRun monitors your NAID, AAA, and other facility and staff certifications, alerts your compliance team before anything expires, and logs the status in a shared tracker.
Automated Buildertrend Subcontractor Compliance Tracker
Every week, WebRun scans your subcontractor records in Buildertrend for licenses and insurance certificates expiring within 60 days and posts a renewal alert list to Slack so you never let a trade work uninsured.
Buildout Automated Broker License Expiry Tracking
WebRun tracks broker license expiry dates in Buildout and a connected spreadsheet, sends internal alerts before they lapse, and helps your managing broker stay ahead of every renewal.
Oracle MICROS Simphony Daily Sales Digest
Every morning, WebRun pulls the previous day's sales data from Oracle MICROS Simphony for every property, compiles a concise digest by location, and posts it to Slack so your team starts the day with a clear picture.
Automated talech Daily Sales Digest
Every evening, WebRun opens talech, pulls your day's net sales, transaction count, and top category totals, and posts a clean summary to your Slack channel.
Automated GoTab Daily Sales Digest
Every morning, WebRun opens GoTab, pulls the prior day's sales totals by location, category, and server, and posts a concise digest to your team Slack channel.
Automated Epos Now Daily Sales Digest
Every morning, WebRun opens Epos Now, pulls yesterday's sales totals, and posts a clean digest to Slack so your team starts the day with the full picture.
Automated Lavu POS Daily Sales Digest
Every morning, WebRun pulls the previous day's sales totals from Lavu, breaks them down by category and location, and posts a clean digest to Slack so your team starts the day informed.
Heartland POS Automatic Daily Sales Digest
Every morning, WebRun pulls the prior day's sales totals from Heartland, calculates gross, net, and average ticket, and posts a clean digest to your Slack channel.
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