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 NexHealth New Patient Intake Routing
When a new patient referral arrives, WebRun reviews the referral details in NexHealth, matches the patient to the right provider based on diagnosis and availability, and posts a routing summary to Slack for the care coordinator to confirm.
Automated NexHealth Medication Titration Follow-Up Tracking
Every Monday, WebRun checks NexHealth for endocrine patients whose medication titration follow-up is due, builds a provider worklist, and posts it to Slack so the clinical team can schedule or conduct the review.
Automated NexHealth Diabetes Education Referral Tracking
Every Monday, WebRun checks NexHealth for patients referred to diabetes self-management education who have not yet scheduled or attended, and posts a follow-up worklist to Slack for the care coordinator.
Automated NexHealth Denied Claim Worklist
Every morning, WebRun checks NexHealth for denied insurance claims, categorizes them by denial reason, and posts a prioritized worklist to Slack so your billing team can begin appeals immediately.
Automated NexHealth Endocrinology Schedule Digest
Every morning, WebRun pulls the day's appointment schedule from NexHealth and posts a concise digest to Slack so providers and staff walk in knowing exactly what the day holds.
Automated NexHealth CGM Supply Resupply Reminders
WebRun checks NexHealth for patients using continuous glucose monitors whose resupply interval is approaching, drafts reminder messages for staff review, and logs each outreach in Google Sheets.
Automated NexHealth Endocrinology Care Gap Report
Every Monday, WebRun reviews NexHealth for patients missing quality measures such as annual A1C testing, foot exams, or eye referrals, and posts a care gap report to Google Sheets for the quality coordinator.
Automated NexHealth Patient Balance Reminder Drafts
Every Monday, WebRun checks NexHealth for patients with outstanding balances, drafts a courteous balance reminder for each, and queues them in NexHealth for staff review before sending.
Automated NexHealth Abnormal Lab Follow-Up Worklist
Every morning, WebRun reviews NexHealth for abnormal endocrinology lab results that have not yet been acknowledged or actioned, and posts a prioritized worklist to Slack for the clinical team.
Automated NexHealth A1C Recall Reminders
WebRun checks NexHealth for diabetic patients overdue for A1C testing, drafts recall messages for staff review, and logs each outreach in Google Sheets.
Automated CleanCloud Subscription Renewal Reminders
WebRun checks CleanCloud for subscription plans expiring soon and drafts a renewal reminder for each customer, queued for your team to approve and send.
Automated CleanCloud Staff Productivity Report
Every Monday, WebRun reads CleanCloud's staff activity data, tallies orders processed and revenue by team member, and posts a weekly productivity report to Slack.
Automated CleanCloud Customer Review Requests
WebRun finds customers who collected orders in the last 24 hours and drafts a personalised review request for each, queued for staff to send at the right moment.
Automated CleanCloud Pickup Delivery Route Digest
Every morning, WebRun reads CleanCloud's scheduled pickups and deliveries, compiles a route summary, and posts it to Slack so drivers start the day ready.
Automated CleanCloud Order Ready Reminders
WebRun watches CleanCloud for orders marked ready, then drafts an SMS or email notification for each customer so your team can send it with one click.
Automated CleanCloud New Customer Welcome Emails
WebRun detects new customers in CleanCloud and drafts a warm welcome email for each, queued for your staff to review and send before the customer's first order is ready.
Automated CleanCloud Low Supply Reorder Alerts
WebRun checks CleanCloud's inventory levels each morning and posts a reorder alert to Slack whenever a supply item drops below your set threshold.
Automated CleanCloud Garment Issue Follow-Up
WebRun finds CleanCloud orders flagged with a garment issue, logs the details in a Google Sheet, and drafts a customer response for staff to review and send.
Automated CleanCloud Failed Payment Recovery
WebRun finds CleanCloud orders with failed or outstanding payments, drafts a polite payment follow-up for each customer, and flags them in Slack so staff can act before the customer arrives.
Automated CleanCloud Daily Sales Digest
Every evening, WebRun pulls the day's order totals, top services, and payment breakdown from CleanCloud and posts a concise digest to your Slack channel.
Automated CleanCloud Customer Winback Campaigns
WebRun finds customers who have not visited in 90 days and drafts a personalised win-back offer for each, queued for your approval before anything is sent.
Automated CleanCloud Abandoned Booking Follow-Ups
WebRun finds CleanCloud pickup bookings that were started but never completed and drafts a gentle follow-up message for each customer, queued for staff approval.
PortPro Automated New Customer Onboarding
When a new customer is created in PortPro, WebRun drafts a welcome and onboarding email, logs the customer to your onboarding tracker in Google Sheets, and notifies your customer success team in Slack so nothing falls through the cracks.
PortPro Automated Missing POD Follow-Up
WebRun scans PortPro for completed loads missing a proof of delivery, identifies the responsible driver, and posts a daily follow-up worklist to your billing team in Slack so PODs are collected before invoicing is blocked.
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