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.
EZLynx Automated Claims Status Follow-Up
Every Monday, WebRun checks EZLynx for open claims, drafts a brief status update email for each affected client, and logs the claim status to a Google Sheet for your team.
Automated Therap Claim Denial Worklist
WebRun checks Therap daily for returned or denied claims, logs each denial with its reason code to a worklist, and alerts the billing team in Slack so appeals are filed on time.
Automated Carrier Insurance Certificate Expiry Tracking
WebRun scans your carrier insurance certificate records weekly, flags any certificates expiring in the next 30 days, and drafts renewal request emails to carriers for your team to review and send.
Automated Equipment Deal Document Collection
WebRun checks e-Emphasys for open deals and rentals missing required documents, identifies who has not submitted, and drafts reminder emails in Gmail for your team to send.
Automated Etsy Low-Stock Reorder Alerts
Every evening, WebRun checks your Etsy listing quantities and Marmalead demand scores, flags items running low on stock, and sends an alert to Telegram so you can reorder materials in time.
ECRS CATAPULT Automated Low-Stock Reorder Alerts
WebRun monitors ECRS CATAPULT inventory levels each morning and posts a prioritised reorder alert to Slack whenever an item drops below its par level, so you can act before a shelf goes empty.
Automatic Ghost Kitchen Low-Stock Reorder Alerts
WebRun monitors your inventory levels in Google Sheets and pings your kitchen manager on Telegram the moment a critical ingredient drops below the reorder threshold.
Encompass Automated Delivery Route Confirmations
Each morning, WebRun pulls finalized delivery routes from Encompass and sends each driver a Twilio SMS with their stop count, first stop address, and dispatch time.
Wherefour Automated FEFO Expiring Lot Alerts
Every morning, WebRun scans all ingredient and finished goods lots in Wherefour, identifies those expiring within your configured lead time, checks whether each lot is allocated to a production batch or sales order, and posts a prioritized expiry alert to Slack so your team can quarantine, use, or disposition stock before it becomes a food safety issue.
Automated CPO Onboarding Kickoff After Contract Signing
When a new CPO contract is signed in DocuSign, WebRun creates the operator account in AMPECO, schedules the kickoff call in Google Calendar, and drafts a welcome email for your onboarding manager to review and send, so the new partner's first experience is fast and professional.
Automated Estate Compliance Deadline Tracking
Every morning, WebRun reviews open estates in EstateExec for approaching compliance deadlines such as tax filings and inventory submissions, and sends the attorney a daily briefing via Telegram.
Automated Equipment Lease Delinquency Risk Scoring
Every Monday, WebRun scores your Odessa portfolio for delinquency risk using payment history and aging, and delivers a ranked worklist to your risk team via Telegram so early-stage accounts get attention before they roll to the next bucket.
Automated Environmental Consulting Client Onboarding
When a new client contract is signed, WebRun creates the project record in Locus Technologies, drafts the welcome email and onboarding checklist, and pings the project team in Slack to get started.
Automated EHS Contract Renewal Reminders
Every Monday, WebRun checks for EHS client contracts expiring within 90 days, drafts a renewal outreach email for each, and posts a renewal pipeline list to your team in Slack.
Automated Relativity Custodian Data Intake Chaser
WebRun checks Relativity for custodians with outstanding data submissions, drafts a polite follow-up email for each, and posts an internal status list to Slack.
Automated Dumpster Rental Customer Onboarding Kickoff
When a new commercial account is created in Starlight, WebRun drafts a welcome email with their account details and first delivery info, creates their onboarding checklist in Google Sheets, and alerts the account manager in Slack to complete the kickoff call.
Automated Drone Client Onboarding After Contract Signing
When a new client contract is signed in DocuSign, WebRun creates their project in DroneDeploy, sets up a Stripe payment schedule, and drafts a welcome email with next steps for your review.
Whiskey Systems Automated Low-Stock Reorder Alerts
WebRun checks your raw-material inventory in Whiskey Systems every morning, flags items below reorder threshold, and posts a purchasing digest to Slack so you never run short mid-batch.
Automated Customer Onboarding for Freight Dispatch
When a new customer is added to Truckbase, WebRun collects their broker packet requirements, creates a setup checklist in Google Sheets, and drafts a welcome email in Gmail for your review before sending.
Automated Dental Lab Delivery Route Planning
Every morning, WebRun reads the day's outbound cases from Evident, groups them by delivery zone, checks the driver route plan, and posts a confirmed route sheet to Slack so every case ships to the right practice on time.
PDI Technologies Automated Fuel Margin Digest
Every morning, WebRun reads your posted retail fuel prices and cost data from PDI Technologies, calculates per-grade margin, and posts a fuel margin digest to your pricing team in Slack.
Automated Local Line Low-Stock Inventory Alerts
WebRun checks your Local Line inventory every morning, spots products falling below your reorder threshold, and sends an alert to Telegram so you can restock before the next pickup window opens.
Automated Loan Inquiry Data Entry From Email to MeridianLink
When a member loan inquiry email arrives in Gmail, WebRun reads the details, creates a pre-filled application record in MeridianLink, and pings the lending team in Slack so a loan officer can follow up without re-keying any data.
Automated Credentialing Conditions and Privilege Tracking
WebRun monitors Modio Health for providers with active credentialing conditions, probationary flags, or provisional privilege requirements, logs each to a tracker, and alerts your medical staff office in Slack when conditions are due for review.
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