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.
NCR Aloha Automated Daily Sales Digest
Every morning, WebRun pulls yesterday's sales totals from NCR Aloha and posts a clean digest to Slack so your management team starts the day with the numbers.
Automated Revel Systems Daily Sales Digest
Every morning, WebRun pulls the previous day's net sales, transaction count, and average ticket from Revel Systems, then posts a concise digest to Slack so your team starts the day with the numbers.
SpotOn Automated Daily Sales Digest
Every morning, WebRun pulls yesterday's sales totals from SpotOn, compares them to your weekly average, and posts a clear digest to Slack so your team starts the day informed.
Aplos Automated Grant Pipeline Status Digest
Every Monday, WebRun opens Aplos, reads the status of every active grant application and in-progress funding request, and posts a pipeline digest to your grants team Slack channel.
Addepar Quarterly Reporting Readiness Audit
Before each quarterly reporting cycle, WebRun checks Addepar for incomplete data, missing valuations, and unreconciled positions across all entities, and posts a readiness scorecard to Slack so your team can close gaps before reports run.
Automated Leapfin Data Ingestion Status Digest
Every morning, WebRun checks Leapfin for new transaction data ingested from each source, flags any failed or incomplete feeds, and posts a status digest to your accounting Slack channel.
Unit21 Automated AML Case Status Digest
Every morning, WebRun reads all open AML cases in Unit21, summarises their current status and age, and posts a structured digest to your compliance Slack channel so the team has a single view of every live investigation.
Automated Submittable Application Status Digest
WebRun scans Submittable daily for application volume, review progress, and pending decisions across all active programs, then posts a concise status digest so leadership always knows where the pipeline stands.
Automated CFO Month-End Close Status Tracker
WebRun checks the close progress for each client entity at month-end, pulls the current data sync status from Fathom, logs the state in your tracker, and posts a clear close-status digest to Slack so your team knows what is done and what is blocked.
BizEquity Automated Engagement Status Digest
Every morning, WebRun reads the status of every open valuation engagement in BizEquity and delivers a concise summary to the advisory team so everyone knows which engagements are on track, stalled, or ready to deliver.
Avalara Sales Tax Registration Status Tracking
WebRun checks Avalara for the status of every open sales tax registration application, updates a tracking sheet, and posts a weekly progress digest to Slack so no registration falls through the cracks.
Neo.Tax Automated R&D Study Status Digest
Every Monday, WebRun opens Neo.Tax, reads the progress stage of every active engagement, and posts a structured status digest to Slack and Google Sheets so partners know exactly where each study stands.
Automated LTC Pharmacy Admission Intake Tracking
Every morning, WebRun checks FrameworkLTC for new resident admissions at enrolled facilities from the last 24 hours, flags any where the medication intake order set is incomplete, and posts a resolution list to your clinical intake team so the first fill is ready on time.
Automated Anesthesia Billing Handoff Verification
Every night, WebRun opens Graphium Health, collects all cases completed that day with their CPT codes, time units, and provider data, confirms each is ready for billing handoff, and sends a clean case summary to your billing company or RCM team.
Automated RamSoft Appointment Confirmation Drafts
Every evening, WebRun pulls tomorrow's scheduled appointments from RamSoft, prepares confirmation messages for each patient, and queues them in Gmail as drafts for your scheduling coordinator to review and send.
Automated Birth Center Appointment Confirmation Drafts
WebRun checks Maternity Neighborhood for prenatal and postpartum visits scheduled in the next 48 hours, drafts a confirmation message for each client, and queues them for staff review before any message is sent.
Healthy Roster Automated Appointment Confirmations
WebRun checks Healthy Roster for upcoming athlete appointments, drafts a confirmation message for each for the trainer to review, and logs confirmed visits so the schedule is always current.
Automated Drug Screen Appointment Confirmation Drafts
When a drug screen or medical exam is scheduled in Enterprise Health, WebRun drafts an appointment confirmation for the employee and queues it for clinic staff to review before sending.
Azara DRVS Automated Care Gap Outreach Drafts
Every morning, WebRun opens Azara DRVS, pulls the current care-gap worklist, and drafts a personalized outreach message for each overdue patient, ready for staff review before anything is sent.
TDO Software Automated Appointment Confirmation Drafts
Each evening, WebRun pulls tomorrow's schedule from TDO Software and prepares a confirmation message draft for each patient so your team can review and send first thing in the morning.
MAM Autopart Automated Backorder Status Digest
Every morning, WebRun pulls the open backorder list from MAM Software Autopart, groups lines by expected receipt date, and posts a digest to Slack so counter staff can give trade customers an accurate ETA without picking up the phone.
DMSi Agility Automated Backorder Status Digest
Every morning, WebRun pulls open backorders from DMSi Agility and sends your inside sales team a digest of which orders are waiting on supply, with expected arrival dates, so they can proactively update contractors.
Automated Accessorial Charge Audit for Carriers
Every Monday, WebRun reviews completed loads in J. J. Keller Encompass against your rate confirmations, identifies accessorial charges that were incurred but not invoiced, and posts your billing team a reconciliation worklist to fix before the weekly billing run.
Automated Freight Factoring Application Status Digest
Every morning, WebRun checks OTR Solutions for carrier applications in progress, logs their current status and any missing items to a Google Sheet, and posts a daily pipeline digest to Slack so your onboarding team always knows where each applicant stands.
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