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.
Net Health Wound Healing Rate Outcomes Report
WebRun compiles a weekly wound healing rate outcomes report from Net Health WoundExpert, summarizing healing rates by wound type and clinician, and posts it to your program director in Slack and as a formatted Google Sheets dashboard.
Net Health HBO Therapy Wound Care Recall Automation
WebRun reviews Net Health WoundExpert weekly for wound care patients who completed a hyperbaric oxygen therapy series but have not returned for follow-up assessment, and queues recall outreach drafts for your clinical coordinator to approve and send.
Net Health Wound Care Denied Claim Worklist
WebRun checks Net Health WoundExpert weekly for denied wound care claims, logs each with denial reason and appeal deadline, and posts a prioritized worklist to your billing team in Slack so appeals go out on time.
Net Health Automated Debridement Follow-Up Tracking
WebRun checks Net Health WoundExpert daily for wound care patients who received a debridement procedure but have not yet had a follow-up visit scheduled, and queues a draft reminder for your coordinators to send.
Net Health Wound Care Daily Schedule Digest
Every morning, WebRun pulls today's wound care appointment schedule from Net Health WoundExpert and posts a structured daily digest to your clinical Slack channel so clinicians walk in knowing exactly who they are seeing.
Net Health Wound Care Gap Report Automation
WebRun reviews your Net Health WoundExpert caseload weekly and flags active wound care patients who are overdue for reassessment, missing a required care plan update, or have gone beyond the expected visit interval, and posts the report to your clinical lead.
Net Health Wound Care Balance Reminder Drafts
WebRun checks Net Health WoundExpert weekly for wound care patients with outstanding balances, drafts a polite balance reminder for each, and queues them in Gmail for your billing team to review and send after approval.
Automated ServiceM8 Water Test Result Follow-Up
WebRun checks ServiceM8 for completed drilling jobs still awaiting water test results, drafts a client update for each, and queues the messages for your review before they are sent.
Automated ServiceM8 Well Drilling Warranty Callback Tracking
Every Monday, WebRun reviews ServiceM8 for jobs flagged as warranty callbacks or defect returns, logs them in Airtable, and posts a callback worklist to Slack so your team resolves every warranty issue on time.
Automated ServiceM8 Well Drilling Review Requests
When a well drilling job is marked complete in ServiceM8, WebRun drafts a personalised review request for the client and queues it for your approval before anything is sent.
Automated ServiceM8 Pump Service Reminders
Every Monday, WebRun reviews your ServiceM8 client history, finds clients whose pump service is approaching its annual due date, drafts a service reminder for each, and queues the messages for your review before anything is sent.
Automated ServiceM8 Well Drilling Quote Follow-Ups
WebRun finds ServiceM8 quotes that have been open for several days without a client response, drafts a polite follow-up message for each, and queues it for your review before anything is sent.
Automated ServiceM8 Well Drilling Permit Tracking
WebRun reviews your ServiceM8 jobs each morning, finds any with permit deadlines approaching in the next seven days, and posts a deadline alert to Slack so your team can act before a permit lapses.
Automated ServiceM8 Well Drilling Invoice Chasing
Every Monday, WebRun finds ServiceM8 invoices that are past due, drafts a polite payment reminder for each client, and queues the messages for your review. Larger balances are held for personal follow-up.
Automated ServiceM8 Well Drilling Lead Follow-Up
When a new lead or enquiry arrives in ServiceM8, WebRun reads the details, drafts a personalised follow-up email for your team to review and send, and logs the lead in Google Sheets so no enquiry falls through the cracks.
Automated ServiceM8 Well Drilling Job Routing
When a new job lands in ServiceM8, WebRun reads the job type, location, and required equipment, then assigns it to the best available crew and logs the details in Google Sheets for dispatch tracking.
Automated ServiceM8 Well Drilling Materials Reorder Alerts
Every Monday, WebRun reviews your ServiceM8 job cards and material usage notes, identifies consumables and materials running low, and posts a reorder alert to Slack so your team can place orders before a job is delayed.
Automated ServiceM8 Drilling Equipment Maintenance Alerts
Every Monday, WebRun reviews your ServiceM8 equipment records, finds any rigs, pumps, or tools due for service in the next two weeks, and posts a maintenance schedule to Slack so nothing gets missed.
Automated ServiceM8 Well Drilling Revenue Digest
Every evening, WebRun opens ServiceM8, totals the invoices raised and payments received today across all well drilling jobs, and posts a clean revenue digest to Slack so you end the day knowing exactly where you stand.
Automated ServiceM8 Well Drilling Job Digest
Every morning, WebRun pulls today's scheduled jobs from ServiceM8, summarises crew assignments, site addresses, and job types, and posts the daily digest to your Slack operations channel.
Automated Fulcrum Shipment Ready Notifications
Every day, WebRun finds jobs marked ready to ship in Fulcrum and drafts a shipment-ready notification for each customer, held for your review before sending.
Automated Fulcrum Scrap and Rework Report
Every week, WebRun pulls scrap and rework records from Fulcrum, calculates the cost and job impact, and logs a summary report to Google Sheets.
Automated Fulcrum RFQ Response Follow-Up
Every week, WebRun reviews RFQ responses logged in Fulcrum and drafts a follow-up email for each prospect who has not replied, held for your review before sending.
Automated Fulcrum Quote Follow-Up Drafts
Every week, WebRun finds quotes sent but not yet accepted in Fulcrum and drafts a polite follow-up email for each prospect, ready for you to review and send.
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