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 Buildertrend Excavation Project Digest
Every morning, WebRun opens Buildertrend, reviews all active excavation project schedules, flags overdue or at-risk tasks, and posts a prioritized digest to Slack so your crew knows what to tackle first.
Automated Buildertrend Overdue Invoice Chaser
Every Monday, WebRun opens Buildertrend, finds invoices past their due date, drafts a polite reminder for each client, and holds every draft for your review before anything is sent.
Automated Buildertrend New Bid Follow-Up Drafts
Every morning, WebRun checks Buildertrend for newly submitted bids with no prospect response, drafts a warm follow-up for each, and queues the drafts in Gmail for your review before anything reaches a prospect.
Automated Buildertrend Material Delivery Coordination
Every morning, WebRun reviews your Buildertrend schedule for today's excavation activities, checks which materials are needed on site, and logs open delivery items to a Google Sheet so your team can confirm ETA before the crew arrives.
Automated Buildertrend Lien Waiver Collection Tracker
Every Monday, WebRun checks Buildertrend for completed or near-complete excavation projects with outstanding lien waivers, logs the gaps to a Google Sheet, and drafts a follow-up for each sub or supplier whose waiver is missing.
Automated Buildertrend Equipment Utilization Report
Every Monday, WebRun reviews equipment time logs and job assignments in Buildertrend and posts a utilization report to Slack so you know which machines are over-deployed, idle, or due for service.
Automated Buildertrend Weekly Progress Reports
Every Friday, WebRun opens Buildertrend, pulls this week's daily logs, completed schedule tasks, and photos for each active excavation project, drafts a client-ready progress report, and queues it for your review before it is sent.
Automated Buildertrend Daily Log Completion Reminders
Every evening, WebRun checks Buildertrend for active excavation projects missing a daily log, then posts a Telegram reminder to the foreman channel so nothing falls through the cracks.
Automated Buildertrend Change Order Follow-Up
Every morning, WebRun opens Buildertrend, finds change orders awaiting client approval, drafts a polite follow-up message for each, and queues them for your review before anything is sent.
Automated Buildertrend 811 Locate Deadline Alerts
Every morning, WebRun checks your Buildertrend project schedule for upcoming dig dates, flags any jobs where the 811 locate window may be closing, and posts an alert to Slack so your team can call before digging.
Automated CharmHealth Prior Authorization Tracking
WebRun monitors CharmHealth for upcoming ENT appointments that need prior authorization, tracks submission status, and alerts your billing team in Slack to any that are pending or expiring.
Automated CharmHealth Post-Procedure Follow-Up Reminders
WebRun scans CharmHealth for patients who had an ENT procedure in the past week and have not yet booked a post-procedure follow-up, drafts a reminder for each, and queues them for staff review.
Automated CharmHealth ENT No-Show Report
WebRun scans CharmHealth for yesterday's no-shows and cancellations, compiles a reschedule queue, and delivers it to your team in Slack before the day begins.
Automated CharmHealth New Patient Intake Routing
WebRun monitors CharmHealth for new patient appointments, reads the reason for visit, and routes each new patient to the correct provider template and intake checklist so nothing is missed before their first visit.
Automated CharmHealth Hearing Aid Trial Follow-Up
WebRun checks CharmHealth for patients in an active hearing aid trial period, flags those approaching the end of their trial, and drafts follow-up messages for staff to send.
Automated CharmHealth ENT Denied Claim Worklist
WebRun opens CharmHealth, pulls all denied or rejected claims, ranks them by dollar amount and appeal deadline, and posts the worklist to your billing team in Slack every morning.
Automated CharmHealth ENT Daily Schedule Digest
WebRun pulls today's appointment schedule from CharmHealth each morning and posts a structured digest to Slack so every provider and front-desk staff member knows exactly what to expect.
Automated CharmHealth CT Scan Results Follow-Up Worklist
WebRun scans CharmHealth for ENT patients who had a CT scan ordered and flags any whose results are back but no follow-up visit has been scheduled, building a daily worklist for your clinical team.
Automated CharmHealth ENT Care Gap Report
WebRun reviews CharmHealth for active ENT patients who are overdue for a recommended visit or test, compiles a care gap report, and delivers it to your care coordination team every week.
Automated CharmHealth Patient Balance Reminder Drafts
WebRun opens CharmHealth, finds patients with outstanding balances past 30 days, drafts a polite payment reminder for each, and queues the drafts in Gmail for billing staff to review and send.
Automated CharmHealth Audiology Follow-Up Reminders
WebRun checks CharmHealth for audiology patients due for follow-up, drafts personalized reminder messages, and queues them for staff review before any outreach goes out.
Automated CharmHealth Allergy Immunotherapy Refill Reminders
WebRun checks CharmHealth for allergy immunotherapy patients whose serum is due for a refill or who have not had a recent injection visit, drafts a reminder for each, and queues them for staff review.
Automated NexHealth Prior Authorization Tracking
Every morning, WebRun reviews NexHealth for pending prior authorizations, flags those expiring or overdue, and posts a prioritized tracker to Slack so your team acts before claims are denied.
Automated NexHealth Endocrinology No-Show Report
Every evening, WebRun reviews NexHealth for missed appointments, compiles a no-show report, and posts it to Slack so the front desk can follow up first thing in the morning.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.