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 PI License Renewal Deadline Tracking
WebRun checks your investigator license expiry dates in Google Sheets, flags anyone coming due in the next 60 days, and posts a renewal alert to Slack so no one accidentally operates on an expired license.
Automated Spektrix Group Enquiry Routing
When a group-booking enquiry lands in Spektrix, WebRun reads the request details, scores it by group size and event type, and pings the right box-office contact in Slack with a summary.
Automated Prior Authorization Expiry Tracking
WebRun checks Office Practicum every morning for prior authorizations expiring in the next 30 days, logs each one in a Google Sheet worklist, and alerts your billing team in Slack so nothing lapses unnoticed.
IRIS CRM Automated Merchant Onboarding Kickoff
When a new merchant lead is approved in IRIS CRM, WebRun drafts the welcome email, creates a DocuSign envelope for the MPA, and posts a kickoff checklist to Slack for your onboarding team.
Automated Prior Auth Expiry Tracking for Oral Surgery
WebRun scans DSN Software every week for prior authorizations expiring within 30 days, builds a renewal worklist in Google Sheets, and alerts the billing team in Slack before any auth lapses.
Automated Nephrology Prior Auth Expiry Tracking
WebRun reviews Acumen for prior authorizations expiring in the next 30 days, logs each to a Google Sheets tracker, and posts urgent expiries to Slack so staff can renew before claims are denied.
Automated Music Venue Booking Inquiry Routing
When a booking inquiry lands in Gmail, WebRun reads the artist, genre, and requested date, looks up availability in Prism.fm, and routes the lead to the right talent buyer in Slack with a summary.
Automated Music Store Negative Review Triage
Every morning, WebRun checks your music store's reviews, flags anything below four stars, drafts a professional response in Gmail, and sends you a triage summary via Telegram so nothing slips through.
Automated Museum Lapsed Member Win-Back Campaigns
Every month, WebRun finds members who lapsed 60 to 90 days ago in Blackbaud Altru, drafts a warm win-back email in Mailchimp for each segment, and logs the campaign in a Google Sheet for team review.
Automated Vista Loyalty Member Win-Back Drafts
Every Monday, WebRun finds loyalty members in Vista who have not visited in 90 days and drafts a personalised win-back email in Mailchimp for each one, ready for a human to review and send.
Automated MCA Maturity and Rollover Reminders
Every Monday, WebRun scans your Centrex portfolio for advances approaching their projected maturity date, prepares a rollover or closeout checklist for each, and posts a reminder to your account management team in Slack so no mature advance sits unactioned.
Automated LTL Freight Invoice Chasing
WebRun identifies overdue LTL freight invoices in QuickBooks, validates them against SMC3 delivery records, and drafts polite customer reminder emails for your AR team to review and send.
Lightspeed Automated Online Order Routing
Whenever a new online order arrives, WebRun checks inventory availability across your Lightspeed locations and posts a routing recommendation to Slack so your team fulfils from the right store.
Automated Survey Crew Fieldwork Dispatch Digest
Every morning, WebRun compiles the day's field assignments from Carlson Software and Google Calendar into a structured dispatch digest and posts it to Slack so every crew member knows exactly where to go and what to bring.
Automated IP Docket Exception Alerts
WebRun monitors Anaqua AQX for overdue docket actions, unacknowledged office actions, and stalled matters, then sends an immediate Slack alert to the managing partner so exceptions are never discovered too late.
Automated Juniper Square Exception and Anomaly Flags
Every morning, WebRun scans Juniper Square for anomalies such as unusually large transactions, duplicate entries, missing required fields, and ownership percentage errors, and posts a flagged exception list to the IR team.
Automated Intermodal Freight Invoice Chasing
WebRun checks QuickBooks weekly for overdue intermodal freight invoices, then drafts a polite payment reminder to each customer for your review, so outstanding balances get chased consistently without you lifting a finger.
EZLynx Automated Missing Document Collection Chaser
Every morning, WebRun finds clients with outstanding document requests in EZLynx, drafts a follow-up email for each, and posts your team a Slack list of who still hasn't submitted.
Automated Therap ISP Review Due Date Tracking
WebRun checks Therap each week for Individual Service Plans due for annual or semi-annual review, posts a ranked list to Slack, and drafts calendar holds for the care coordinator to confirm.
Automated Heavy Haul Escort Vehicle Scheduling
WebRun reviews your upcoming heavy haul moves in ProMiles each morning, identifies loads that require escort vehicles, and drafts confirmation emails to your pilot car providers so no oversize move departs without its required escort.
Automated Heavy Equipment Lead Routing
WebRun reads each new inbound lead from your e-Emphasys CRM, scores it by equipment type and deal size, and pings the right sales rep in Slack so no hot prospect waits.
Automated Etsy New Product Launch Checklist
When you are ready to list a new product, WebRun uses Marmalead to research the best keywords, builds a launch checklist in Google Sheets, and drafts your listing title and tags for review in Google Sheets.
ECRS CATAPULT Automated Online Order Routing
The moment a new online order arrives in ECRS CATAPULT WebCart, WebRun reads the order details, determines the correct pick zone, and posts an assignment to the team Telegram channel so picking starts without delay.
Automated Ghost Kitchen Order Routing
As orders arrive in Otter, WebRun checks each order's brand and item requirements and posts a routing note to the correct Google Chat kitchen station channel so prep starts immediately.
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