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 CareCloud Sleep Medicine Referral Routing
When a new referral lands in CareCloud, WebRun reads the clinical details, routes it to the appropriate sleep provider based on specialty and availability, logs it in Airtable, and notifies the intake coordinator in Slack to start the scheduling process.
Automated CareCloud Home Sleep Test Return Chaser
WebRun checks CareCloud for home sleep test devices dispatched but not yet returned, drafts a return reminder for each patient, and queues the reminders for staff review so your equipment does not go missing.
Automated CareCloud CPAP DME Resupply Reminders
WebRun checks CareCloud for CPAP patients due for DME resupply based on payer-allowed frequencies, drafts outreach for staff review, and logs the resupply queue so your team captures every resupply cycle on time.
Automated CareCloud Sleep Medicine Denial Worklist
WebRun scans CareCloud for denied sleep medicine claims each morning, sorts them by denial reason and financial impact, and logs the worklist to Airtable with a Slack digest so your billing team tackles the highest-value denials first.
Automated CareCloud Sleep Clinic Schedule Digest
Each morning, WebRun pulls the day's sleep clinic schedule from CareCloud and posts a structured digest to Slack so providers and staff walk in knowing exactly what is ahead.
Automated CareCloud CPAP Compliance Follow-Up
WebRun reviews CareCloud for patients with low CPAP compliance data, builds a prioritized follow-up worklist, and posts it to Slack so your care team can act before a payer deadline passes.
Automated CareCloud Sleep Medicine Care Gap Report
WebRun scans CareCloud for sleep medicine patients overdue for follow-up visits, compliance checks, or annual reviews, then delivers a prioritized care gap report to Slack so your care team can close gaps proactively.
Automated CareCloud Sleep Medicine Balance Reminders
WebRun reviews CareCloud for sleep medicine patient balances past their due date, drafts a polite reminder for each, and queues them in Google Sheets for staff approval before any message is sent.
Automated Cyrious Sign Shop Review Requests
WebRun finds recently completed sign jobs in Cyrious, drafts a polite review-request email for each customer, and queues the messages for your approval so your online reputation grows with every finished installation.
Automated Cyrious Sign Reorder Campaign Drafts
WebRun finds Cyrious customers who ordered signage more than a year ago and have not reordered since, drafts a personalised re-engagement message for each, and queues the drafts for your review so past customers hear from you before they call a competitor.
Automated Cyrious Sign Quote Follow-Ups
WebRun reviews Cyrious for quotes sent but not yet accepted, drafts a personalised follow-up for each prospect, and queues the messages for your approval so your sales pipeline keeps moving.
Automated Cyrious Proof Approval Follow-Ups
WebRun scans Cyrious for jobs waiting on customer proof approval, drafts a polite follow-up message for each, and queues them for your review before sending so no job stalls on an unanswered proof.
Automated Cyrious Sign Production Bottleneck Report
WebRun scans Cyrious for jobs piling up at any production stage, identifies where your shop floor is backing up, and posts a bottleneck report to Slack so managers can rebalance workloads before due dates slip.
Automated Cyrious Sign Permit Deadline Tracking
WebRun reviews Cyrious for sign jobs that require permits, identifies upcoming and overdue permit deadlines, and posts a weekly alert to Slack so your team can act before a job is held up.
Automated Cyrious Sign Invoice Chaser
WebRun finds overdue customer invoices in Cyrious, drafts polite reminder emails for each, and posts an outstanding-balance summary to Slack so your team always knows who owes what.
Automated Cyrious Sign Order Status Digest
Every morning, WebRun opens Cyrious, pulls every active sign order, notes its current stage, and posts a concise digest to Slack so your team starts the day knowing exactly where every job stands.
Automated Cyrious Sign Lead Follow-Up
WebRun checks Cyrious for new leads or inquiries added in the past 24 hours, drafts a personalised follow-up message for each prospect, and queues the drafts in Gmail for your review so no new sign lead goes cold.
Automated Cyrious Sign Material Reorder Alerts
WebRun monitors Cyrious for materials running below your reorder threshold and posts a low-stock alert to Slack so you can reorder before production is affected.
Automated Cyrious Sign Job Margin Report
WebRun pulls completed job cost data from Cyrious, calculates margin per job, and posts a weekly summary to Slack with the highest and lowest margin jobs so you can price better and spot problem work.
Automated Cyrious Sign Install Schedule Digest
WebRun pulls upcoming sign installations from Cyrious, builds a clear daily schedule for each installer, and posts it to Slack so every crew member knows exactly where to be and what to bring.
Automated Cyrious Sign Job Deposit Collection
WebRun scans Cyrious for accepted sign jobs that have not yet had a deposit collected, drafts a payment-request email for each customer, and queues the drafts for your approval so production never starts at risk.
Automated Shopify Top Product Weekly Report
Every Monday, WebRun opens Shopify Analytics, pulls last week's top-selling products broken down by online and POS channel, and posts the ranked report to Slack so your team can act on what is working.
Shopify›Automated Shopify Store vs Online Margin Report
Every Monday, WebRun pulls Shopify's sales and cost data for the past week, calculates the gross margin by channel (POS versus online store), and posts the comparison to Slack so your team can see where profit is stronger and why.
Shopify›Automated Shopify Refund Anomaly Detection
Every morning, WebRun scans Shopify for refunds and returns processed in the last 24 hours, identifies any anomalies such as spikes by product or staff member, and logs them to a Google Sheet so your ops manager can investigate.
Shopify›Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.