Templates
Workflow templates.
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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 Cantaloupe Driver Performance Scorecard
WebRun pulls route completion data from Cantaloupe, calculates key performance metrics per driver, and writes a weekly scorecard to Google Sheets so managers can coach, recognize, and improve route efficiency.
Automated Cantaloupe Planogram Performance Report
WebRun reads Cantaloupe's product placement and sales data, scores each slot's performance against your planogram, and writes a weekly report to Google Sheets so you know which products to swap out.
Automated Cantaloupe New Location Onboarding
When a new location is added to Cantaloupe, WebRun creates the location record, builds the initial planogram, adds it to the route schedule, and posts a setup checklist to Slack so nothing falls through the cracks.
Automated Cantaloupe Machine Offline Alerts
WebRun monitors your Cantaloupe dashboard for machines that stop reporting, then sends an immediate Telegram alert with the machine location and last-seen time so your team can act fast.
Automated Cantaloupe Machine Restock Alerts
WebRun checks every machine's inventory in Cantaloupe, flags products nearing zero, and sends your drivers a restock list before they leave the warehouse.
Automated Cantaloupe Expiring Product Alerts
WebRun reads product expiry data from Cantaloupe, flags items nearing or past their best-by date, and sends your drivers a pull list to Slack before routes begin so you stay compliant and avoid waste.
Automated Cantaloupe DEX Discrepancy Worklist
WebRun compares DEX audit data in Cantaloupe against expected fills to find discrepancies, then writes a worklist to Google Sheets so your team can investigate and correct records before they affect accounting.
Automated Cantaloupe Daily Sales Digest
WebRun pulls yesterday's sales totals from Cantaloupe, organizes them by machine and route, and posts a clean digest to Slack each morning so your team starts the day with the full picture.
Automated Cantaloupe Commission Statement Drafts
WebRun pulls location sales totals from Cantaloupe, calculates each account's commission at your agreed rates, and drafts a statement ready for your review before you send it to the location manager.
Automated Cantaloupe Coin Bill Jam Alerts
WebRun monitors your Cantaloupe dashboard for cash acceptor error codes, identifies machines with coin or bill jams, and sends an immediate Telegram alert with the machine location so a technician can be dispatched.
Automated Cantaloupe Cashless Payment Failure Detection
WebRun reviews your Cantaloupe cashless payment data, spots machines with elevated decline or failure rates, and posts a flagged list to Slack so you can investigate card reader issues fast.
AdvancedMD Urology Membership Revenue Monthly Report
WebRun checks AdvancedMD monthly for active urology membership and wellness plan enrollments, reconciles revenue against expected collections, and posts a summary report to Google Sheets.
AdvancedMD Automated PSA Surveillance Recall
WebRun checks AdvancedMD for urology patients whose PSA follow-up is overdue, drafts recall notices for your team to review, and posts a daily worklist to Slack.
AdvancedMD Automated Urology Provider Utilization Report
WebRun pulls appointment and encounter data from AdvancedMD weekly and posts a provider utilization report to Google Sheets so leadership can spot underutilized slots and balance the urology schedule.
AdvancedMD Automated Urology Prior Authorization Tracking
WebRun reviews AdvancedMD daily for pending urology prior authorizations, flags those expiring or stalled, and posts a prioritized tracker to Google Sheets so nothing lapses.
AdvancedMD Urology Post-Procedure Follow-Up Reminders
WebRun checks AdvancedMD each morning for urology patients who had a procedure in the last seven to 14 days and have not yet had a follow-up appointment booked, then drafts follow-up outreach for staff review.
AdvancedMD Automated Urology No-Show Tracking
WebRun reviews AdvancedMD each afternoon for urology patients who missed their appointment, compiles a no-show report, and posts it to Slack so staff can rebook the slot.
AdvancedMD Automated Urology New Patient Intake Routing
WebRun checks AdvancedMD daily for new urology patient referrals and self-schedules, confirms intake forms are complete, and routes each case to the right provider with a Slack alert so nothing waits in the inbox.
AdvancedMD Automated Urology Denied Claim Worklist
WebRun reviews AdvancedMD daily for denied urology claims, categorizes each by denial reason, and posts a prioritized worklist to Google Sheets so your billing team can appeal before deadlines pass.
AdvancedMD Automated Urology Daily Schedule Digest
WebRun pulls tomorrow's urology schedule from AdvancedMD each evening and posts a structured digest to Slack so staff and providers know exactly what is coming.
AdvancedMD Automated Cystoscopy Prep Reminders
WebRun checks AdvancedMD for upcoming cystoscopy appointments and drafts pre-procedure prep reminder messages for staff to review and send to each patient.
AdvancedMD Automated Urology Care Gap Report
WebRun reviews AdvancedMD weekly for urology patients who are overdue on recommended screenings or follow-up visits, and generates a care gap report in Google Sheets for your quality and clinical teams.
AdvancedMD Automated Urology Balance Reminder Drafts
WebRun checks AdvancedMD weekly for urology patients with outstanding balances, drafts a polite balance reminder for each, and queues them for staff review before any message is sent.
AdvancedMD Urology Abnormal Result Follow-Up Worklist
WebRun checks AdvancedMD each morning for urology patients with abnormal lab or pathology results that have not yet had a follow-up action documented, and builds a worklist for the clinical team.
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