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 EngagedMD Medication Start Readiness Alerts
WebRun checks EngagedMD each morning for patients approaching a medication start date who have not yet completed their MedReady injection training, and queues a coordinator call list.
Automated EngagedMD Insurance Mandate Eligibility Flags
WebRun reviews new patient records in EngagedMD each week, checks their state against the fertility insurance mandate map, and flags those who may have untapped coverage for the financial coordinator to investigate.
Automated EngagedMD Financial Consult Follow-Up
WebRun checks EngagedMD each week for patients who completed their financial education module but have not yet booked a financial consult, then drafts a follow-up for the billing team to review.
Automated EngagedMD eLearning Completion Tracking
WebRun pulls EngagedMD Learn completion data each week and logs every patient's module progress to a Google Sheet so the clinical team has a clear view of who has and who hasn't finished their education.
Automated EngagedMD Document Completeness Audit
WebRun audits EngagedMD each morning for patients who are missing required forms or education modules before their next scheduled step, and flags each gap for the care team.
Automated EngagedMD Denied Claim Worklist
WebRun reviews denied insurance claims for active EngagedMD patients each week, logs each denial with reason code and next action, and posts a prioritized worklist to the billing team in Slack.
Automated EngagedMD Cycle Outcome Follow-Up Drafts
After a cycle outcome is recorded in EngagedMD, WebRun drafts a compassionate follow-up message for the provider or coordinator to review and send, ensuring no patient waits without a personal response.
Automated EngagedMD Consent Completion Chaser
WebRun checks EngagedMD daily for patients who have not finished their consent documents, then queues a personalized reminder draft for the coordinator to send.
Automated EngagedMD Care Coordination Digest
WebRun pulls pending tasks, unread patient messages, and overdue milestone items from EngagedMD each morning and delivers a prioritized digest to the care coordination team in Slack.
Automated EngagedMD Patient Balance Reminder Drafts
WebRun checks outstanding patient balances each week and drafts a personalized payment reminder for each account, leaving every draft for a billing team member to review before sending.
Automated JobNimbus Unsold Fencing Estimate Worklist
Every Monday, WebRun scans JobNimbus for every estimate that was sent but never won or lost, ranks them by age and value, and posts a prioritized worklist to Google Sheets so your team knows exactly who to chase this week.
Automated Fencing Supplier Price Change Tracking
Every Monday, WebRun checks your supplier price lists in Gmail and logs any price changes for fencing materials to a Google Sheets tracker, so you always know when lumber, vinyl, or steel prices shift before you submit your next estimate.
Automated JobNimbus Fencing Pipeline Digest
Every morning, WebRun opens JobNimbus, reads every active lead and estimate, and posts your team a ranked Slack digest of what moved, what stalled, and who needs a nudge today.
Automated JobNimbus Fencing Review Request Drafts
After a fencing or deck install is closed in JobNimbus, WebRun drafts a personalized review request email for each customer and queues it in Gmail for your approval before anything reaches the homeowner.
Automated JobNimbus Fencing Permit Deadline Tracking
Every morning, WebRun checks JobNimbus for fencing and deck jobs that require a permit, identifies any with an expiring or missing permit status, and posts an alert to your Airtable tracker so nothing slips past a deadline.
Automated JobNimbus Fencing Invoice Chaser
Every Monday, WebRun opens JobNimbus, finds every unpaid invoice past its due date, drafts a polite reminder for each customer in Gmail, and posts a summary of outstanding balances to Slack so you know exactly who still owes.
Automated JobNimbus Fencing New Lead Follow-Up
When a new contact is added to JobNimbus as a fencing or deck lead, WebRun immediately drafts a personalized follow-up email in Gmail and sends a Slack ping to the assigned rep so no new inquiry waits more than an hour for a response.
Automated JobNimbus Fencing Material Order Tracking
Every morning, WebRun checks JobNimbus for fencing jobs awaiting materials, then opens your supplier email to see which purchase orders still have no confirmed ship date, and posts a chase list to Slack so nothing delays an install.
Automated JobNimbus Fencing Install Photo Tracking
After each fencing install is marked complete in JobNimbus, WebRun checks that the required completion photos have been uploaded, flags any job still missing photos, and logs the collected images to the job record and a Google Sheets photo log.
Automated JobNimbus Fencing Estimate Follow-Ups
WebRun finds fencing estimates in JobNimbus that have gone unanswered for 48 hours, drafts a polite follow-up message for each, and queues them in Gmail for your review before anything is sent.
Automated JobNimbus Fencing Deposit Reminders
Every morning, WebRun checks JobNimbus for fencing jobs with an upcoming install date but no deposit recorded, drafts a polite deposit reminder for each customer in Gmail, and flags the list in a Slack alert so nothing slips through before a job starts.
Automated JobNimbus Fencing Crew Schedule Digest
Every morning, WebRun opens JobNimbus, reads the day's scheduled fencing and deck jobs, and posts a clear crew schedule digest to Telegram so every team member knows exactly where to be and when.
Automated FundThrough Payment Aging Report
Every Monday, WebRun opens FundThrough, pulls the aging data for all factored invoices, and delivers a structured Google Sheets report showing what is current, what is approaching the recourse window, and what is past due.
Automated FundThrough New Client Onboarding
When a new factoring client is ready to start, WebRun sets up their profile in FundThrough, creates a tracking record in Airtable, and drafts a welcome email with onboarding next steps for your team to review and send.
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