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 Square Item Performance Report
Every Monday, WebRun pulls Square's item sales data for the past week, ranks every product by revenue and units sold, and posts the top and bottom performers to Slack so you can make smarter stocking and menu decisions.
Automated Square Failed Payment Follow-Up
When a Square payment fails, WebRun logs it in Google Sheets and drafts a polite follow-up message for your team to review and send, so no unpaid transaction is forgotten.
Automated Square Daily Sales Digest
Every morning, WebRun opens Square, pulls yesterday's sales totals, top items, and payment breakdown, then posts a clean digest to Slack so you walk in knowing exactly where you stand.
Automated Square Customer Feedback Routing
When Square collects customer feedback after a sale, WebRun reads the rating and comment, routes positive feedback to your marketing list and negative feedback to the manager for follow-up, all without manual monitoring.
Automated Square Chargeback Dispute Evidence Drafts
When Square flags a chargeback, WebRun gathers the transaction details, compiles the available evidence, and drafts the dispute response for your review so you never miss a response deadline.
Automated Square Appointments No-Show Report
Every morning, WebRun reviews Square Appointments from the previous day, identifies no-shows and late cancellations, logs them in Google Sheets, and posts a summary to Slack so your team can follow up and fill the gaps.
Automated WebPT Speech Therapist Utilization Report
WebRun pulls visit counts, cancellation rates, and documentation completion stats from WebPT and posts a weekly per-therapist utilization report to Slack so clinical directors can spot trends and rebalance caseloads.
Automated WebPT Plan of Care Recertification Tracking
WebRun scans WebPT for speech therapy plans of care approaching their recertification date, then posts a prioritized list to Slack so clinicians complete paperwork before coverage lapses.
Automated WebPT Speech Therapy Outcomes Report
WebRun pulls functional outcome measure scores from WebPT, computes progress trends by diagnosis group and therapist, and posts a monthly summary to Slack so your clinical team can review quality metrics.
Automated WebPT Speech Therapy No-Show Report
WebRun scans WebPT for missed speech therapy appointments, compiles a no-show report, and posts it to Slack so your team can follow up before the week slips away.
Automated WebPT Speech Therapy Referral Intake Routing
WebRun checks WebPT for new speech therapy referrals, matches each to the best-fit therapist based on specialty and availability, and posts a routing recommendation to Slack for your coordinator to confirm.
Automated WebPT School Speech Therapy IEP Deadline Tracking
WebRun monitors your caseload in WebPT for students with upcoming IEP annual review or re-evaluation deadlines, and posts a weekly prioritized list to Slack so nothing is missed.
Automated WebPT Speech Therapy Home Practice Follow-Ups
WebRun reviews which speech therapy patients received home practice programs in WebPT, drafts a brief check-in message for each, and queues the drafts for clinician review before sending.
Automated WebPT Speech Therapy Re-Evaluation Reminders
WebRun scans WebPT for patients whose speech therapy re-evaluation is coming due, and posts a ranked reminder list to Slack so clinicians schedule assessments before authorization or payer windows close.
Automated WebPT Speech Therapy Documentation Chaser
WebRun checks WebPT for unsigned or incomplete speech therapy documentation, then posts a daily worklist to Slack so clinicians finalize notes before billing deadlines pass.
Automated WebPT Speech Therapy Denied Claim Worklist
WebRun pulls denied speech therapy claims from WebPT, groups them by denial reason, and posts a prioritized worklist to Slack so your billing team starts every day on the most recoverable denials.
Automated WebPT Speech Therapy Daily Schedule Digest
WebRun pulls the day's speech therapy schedule from WebPT and posts a clean, therapist-grouped digest to Slack so every clinician starts the day fully briefed.
Automated WebPT Speech Therapy Patient Balance Reminders
WebRun pulls outstanding patient balances from WebPT, drafts a polite balance reminder for each, and queues the drafts for your front desk to review and send, so no balance sits unaddressed.
Automated WebPT Speech Therapy Authorization Tracking
WebRun monitors every active authorization in WebPT, calculates remaining approved visits, and posts a ranked burn-rate alert to Slack before any patient hits the limit.
Automated CareCloud Sleep Study Prep Reminders
Before each sleep study, WebRun checks CareCloud for upcoming appointments, drafts personalized prep instructions for each patient, and queues them for staff review before any message goes out.
Automated CareCloud Sleep Study Results Follow-Up
WebRun checks CareCloud each morning for finalized sleep study reports with no documented provider follow-up, logs each to Airtable, and alerts the clinical team in Slack so results never sit unreviewed.
Automated CareCloud Sleep Provider Utilization Report
Every week, WebRun reads CareCloud scheduling and encounter data, computes appointment fill rates and encounter counts per provider, and delivers a structured utilization report to Google Sheets and Slack for leadership review.
Automated CareCloud Sleep Prior Authorization Tracking
WebRun monitors CareCloud for sleep study and CPAP prior authorizations that are pending, expiring, or at risk of lapsing, then posts a daily digest to Slack so your billing team stays ahead of every deadline.
Automated CareCloud Sleep Clinic No-Show Reports
After each day ends, WebRun scans CareCloud for no-show and late-cancel appointments, logs them to a Google Sheet, and posts a digest to Slack so staff can prioritize rebooking and protect revenue.
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