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 Versapay Overdue Invoice Worklist
WebRun opens Versapay, pulls every overdue invoice, ranks them by balance and aging bucket, and delivers a ready-to-work prioritised list to your AR team in Google Sheets.
Automated Versapay Monthly AR Aging Report
At month-end, WebRun opens Versapay, builds the full AR aging report by customer and bucket, writes it to Google Sheets, and delivers a Slack summary to finance leadership so the close pack is ready.
Automated Versapay High-Risk Account Watchlist
WebRun monitors your defined high-risk accounts in Versapay, tracks payment behaviour changes week over week, and delivers a watchlist digest to your credit team in Slack every Monday.
Automated Versapay Collections Reminder Drafts
WebRun opens Versapay, finds every overdue account needing a dunning touch, drafts a personalised collections reminder for each, and queues them for your AR team to review before sending.
Automated Versapay DSO Trend Digest
Every Monday, WebRun opens Versapay, calculates your current DSO and compares it to prior weeks, and sends your finance team a concise trend digest in Slack.
Automated Versapay Disputed Invoice Tracking
WebRun monitors Versapay for open invoice disputes, tracks each one's age and owner, and posts a daily digest to your AR team in Slack so no dispute stalls without a next action.
Automated Versapay Credit Hold Recommendations
WebRun reviews Versapay daily for accounts that meet your credit hold criteria, lists each recommendation in a Google Sheet, and alerts your credit team in Slack so they can approve the hold before the next order processes.
Automated Versapay Collections Priority Report
Every Monday, WebRun opens Versapay, scores every overdue account by balance, aging, payment history, and dispute status, and delivers a ranked collections priority report to your team in Google Sheets.
Automated Versapay Cash Application Exception Tracking
WebRun scans Versapay for payments that could not be auto-matched to open invoices, logs every exception to a Google Sheet, and pings your AR team in Slack so nothing sits unresolved.
Automated Versapay Autopay Enrollment Campaign
WebRun identifies customers in Versapay who would benefit from autopay enrollment, drafts a tailored invitation email for each, and queues them for your AR team to review and send.
Automated Bill.com Weekly Payment Run Report
Before each scheduled payment run, WebRun pulls every approved bill due in the next 7 days from Bill.com, summarizes the total cash needed by vendor and date, and posts the report to Slack.
Automated Bill.com Unapproved Bills Worklist
WebRun reviews all unapproved bills in Bill.com, ranks them by due date and amount, and delivers a daily worklist to the AP team so priority items are cleared first.
Automated Bill.com Recurring Bill Anomaly Flags
WebRun checks recurring vendor bills in Bill.com for amounts that deviate significantly from their historical average, flags the anomalies, and alerts your AP team so overcharges are questioned before payment.
Automated Bill.com PO Invoice Match Exceptions
WebRun checks new bills in Bill.com against their linked purchase orders, flags quantity and price variances that fall outside your tolerance, and posts the exceptions for review.
Automated Bill.com Monthly AP Aging Report
On the first of each month, WebRun pulls the full AP aging from Bill.com, organizes balances into aging buckets by vendor, exports the report to Google Sheets, and sends a summary to the controller.
Automated Bill.com Missing W-9 Vendor Chaser
WebRun finds vendors in Bill.com who have unpaid bills but no W-9 on file, drafts a polite request email for each, and queues them for your review before sending.
Automated Bill.com Invoice Approval Routing
WebRun opens Bill.com, reads each new bill, identifies the vendor, amount, and GL code, then routes it to the correct approver so nothing sits unreviewed.
Automated Bill.com Fraud Risk Payment Flags
WebRun scans bills and payment records in Bill.com for fraud risk signals such as new bank account changes, unusual amounts, and first-time vendors, and flags them for review before the payment run.
Automated Bill.com Early Pay Discount Alerts
WebRun scans Bill.com for bills with early payment discount terms, calculates the savings, and alerts your team in time to act before the discount window closes.
Automated Bill.com Duplicate Invoice Detection
WebRun scans Bill.com for invoices that share a vendor, amount, or invoice number with a recently paid bill, flags any matches, and queues them for human review.
Automated Bill.com AP Cash Forecast Digest
WebRun pulls all approved and pending bills from Bill.com, projects payment outflows by week for the next 30 days, and delivers a cash requirements digest to your finance team each Monday.
Automated Bill.com Approval Bottleneck Digest
WebRun reviews bills sitting in approval queues in Bill.com, identifies who is holding up the most spend, and posts a daily bottleneck digest to Slack so you can intervene before due dates pass.
Automated Practice Fusion Results Follow-Up Worklist
WebRun checks Practice Fusion each morning for allergy test results that arrived but have no follow-up visit or note recorded, logs each to a worklist in Airtable, and posts a priority queue to Slack.
Automated Practice Fusion Vial Reorder Alerts
WebRun reviews Practice Fusion each morning for patients whose allergy serum vials are nearing depletion, drafts reorder requests for staff approval, and posts a low-vial alert list to Slack.
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