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 Elation Rheumatology Referral Intake Routing
Every morning, WebRun checks Elation for new rheumatology referrals received overnight, categorizes them by condition type and urgency, and posts a routing recommendation to Slack for the scheduling team.
Automated Elation Rheumatology Medication Refill Reminders
Every week, WebRun checks Elation for rheumatology patients with medications due for refill in the next 14 days, prepares refill request drafts, and posts the refill queue to Slack for provider review.
Automated Elation Rheumatology Lab Monitoring Reminders
WebRun checks Elation for rheumatology patients overdue for required lab monitoring, prepares reminder drafts, and posts the overdue list to Slack for staff review.
Automated Elation Rheumatology Infusion Schedule Digest
Every morning, WebRun pulls the day's rheumatology infusion appointments from Elation, builds a structured chair-by-chair digest, and posts it to Slack for the nursing team.
Automated Elation Rheumatology Flare Follow-Up Queue
Every morning, WebRun reviews Elation for rheumatology patients seen recently for a disease flare who have not yet had a follow-up appointment scheduled, and posts the follow-up queue to Slack for clinical staff.
Automated Elation Rheumatology Denied Claim Worklist
Every Monday, WebRun reviews Elation for rheumatology claims in denied status, builds a prioritized appeal worklist by days since denial, and posts it to Slack for the billing team.
Automated Elation Rheumatology Daily Schedule Digest
Every morning, WebRun pulls the day's rheumatology appointment schedule from Elation, enriches each slot with insurance and prep notes, and posts a per-provider digest to Slack.
Automated Elation Copay Assistance Renewal Tracking
Every month, WebRun checks Elation for rheumatology patients enrolled in copay assistance programs whose enrollment is expiring, logs each case to Google Sheets, and alerts staff to begin renewal outreach.
Automated Elation Rheumatology Care Gap Report
Every week, WebRun scans Elation for rheumatology patients with open care gaps like overdue bone density scans or missing vaccination records, and posts a prioritized closure report to Slack.
Automated Elation Biologic Prior Authorization Tracking
WebRun checks Elation for rheumatology patients whose biologic prior authorizations are expiring, compiles the renewal worklist, and posts it to Slack so nothing lapses.
Automated Elation Rheumatology Balance Reminder Drafts
Every week, WebRun checks Elation for rheumatology patients with outstanding balances, prepares a reminder draft for each, and posts the balance list to Slack for billing staff review before anything is sent.
Automated Elation Abnormal Lab Result Follow-Up Worklist
Every morning, WebRun scans Elation for unreviewed abnormal lab results in rheumatology patients, builds a prioritized follow-up worklist, and posts it to Slack for the clinical team.
Automated Loop Returns Stuck Return Followup
Every morning, WebRun checks Loop Returns for return requests that have not moved status in more than three days, logs them to a worklist in Airtable, and pings your ops team in Slack to investigate.
Automated Loop Returns Store Credit Reconciliation
Every Monday, WebRun pulls store credit issuances from Loop Returns, compares them against the resolved returns that triggered them, and logs any discrepancies to a Google Sheet for finance to review.
Automated Loop Returns Onboarding Kickoff
When a new merchant is added, WebRun opens Loop Returns, walks through the initial setup checklist, logs each completed step to a Notion page, and pings the onboarding team in Slack with what remains.
Automated Loop Returns Shipping Cost Report
Every Monday, WebRun pulls return shipping data from Loop Returns and AfterShip, calculates cost by carrier, product category, and return reason, and logs a weekly report to Google Sheets for your finance team.
Automated Loop Returns Reason Trend Report
Every week, WebRun opens Loop Returns, pulls every return reason logged in the period, tallies them by SKU and category, and posts a ranked trend digest to Slack so your team can act on the patterns.
Automated Loop Returns Policy Exception Drafts
Every morning, WebRun opens Loop Returns for requests that triggered a policy exception, drafts a response for each, and queues them in Gmail as drafts for a human to review and send.
Automated Loop Returns Restocking Worklist
Every morning, WebRun opens Loop Returns for completed returns awaiting restocking, groups the items by SKU and warehouse, and writes a prioritized worklist to Google Sheets for your warehouse team.
Automated Loop Returns Refund Approval Queue
Every morning, WebRun checks Loop Returns for refund requests awaiting approval, groups them by age and value, and posts a prioritized queue to Slack so your team clears the backlog before SLAs slip.
Automated Loop Returns High-Return SKU Watchlist
Every week, WebRun pulls return rates by SKU from Loop Returns, identifies products above your return-rate threshold, and logs them to an Airtable watchlist with trend data so your merchandising team can investigate.
Automated Loop Returns Fraud Risk Flagging
Every morning, WebRun scans Loop Returns for return requests that match fraud risk signals, logs them to a Google Sheet, and alerts your team in Slack so suspicious requests are held for human review.
Automated Loop Returns Exchange Upsell Digest
Every morning, WebRun scans Loop Returns for open return requests and flags customers who are eligible for an exchange upsell, then logs them to a Google Sheet so your CX team can follow up.
Automated Loop Returns Daily Digest
Every morning, WebRun opens Loop Returns, summarizes the previous day's return volume, resolution mix, and top reasons, and posts a concise digest to Slack so your ops team starts the day informed.
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