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.
CyFrame Automatic Spool Packaging Tracking
Every hour, WebRun opens CyFrame, finds spooled or bundled product newly packaged for shipment, logs each to a Google Sheet with weight and length, and drafts a matching invoice in QuickBooks for you to review.
Tekla PowerFab Automatic Weld Inspection Logs
Every night, WebRun pulls the day's visual and NDT weld inspection results from Fieldwire, matches each one to its job and piece mark in Tekla PowerFab, and posts a Microsoft Teams digest of any weld that failed or needs a repair.
FactoryLogix Automatic Genealogy Traceability Reports
Each night, WebRun compiles full component and process genealogy from FactoryLogix for every lot completed that day, logs it to a Google Sheet, and drafts a Gmail report for review so it is ready to send within minutes of a customer or audit request.
TSTracker Automated WIP Cost Tracking Report
Every Friday, WebRun compares each in progress tool build's tracked cost in TSTracker against its actual bookings in QuickBooks, then posts your team a Slack summary ranking jobs by how far over or under budget they're running.
Odyssey ERP Automatic Scrap Rate Alerts
Every night, WebRun tallies the day's scrapped and reworked castings by cause in Odyssey ERP and emails production and quality an alert whenever the scrap rate crosses the threshold you set.
EFI Automatic Trim Waste Reporting
Every week, WebRun pulls trim waste and scrap totals from EFI for each completed press run, compares them to the job's estimate, and logs a report to Google Sheets flagging any run that came in over.
Cabinet Vision Automatic Warranty Callback Tracking
WebRun pulls the original job spec from Cabinet Vision whenever a warranty request comes in, drafts a customer reply in Gmail for review, and alerts the service team in Slack with the parts and finish details needed for the visit.
JobBOSS Automatic WIP Aging Report
WebRun reads every open job's age and value in JobBOSS, cross-checks the posted work-in-process balance in QuickBooks, and logs an aging report to a Google Sheet so nothing sits in WIP unnoticed.
Automated SigmaNEST Ship Date Risk Alerts
Every morning, WebRun checks job progress in SigmaNEST against promised ship dates, posts a Slack alert for anything at risk of running late, and drafts a heads-up email to the affected customer for your review.
DELMIAWorks Automatic Tooling Amortization Tracking
Every Monday, WebRun pulls each mold's shot count from DELMIAWorks, matches it to the tool's cost and amortization terms in QuickBooks, and updates a Google Sheet tracker showing the remaining balance and cost per shot recovered.
ProShop Automatic Work Order Status Alerts
WebRun checks ProShop ERP for work orders that changed status today, posts a running update to your shop floor Slack channel, and logs every change to a shared sheet for production control.
Automated CGM APRIMA Visit No-Show Follow-Ups
The moment CGM APRIMA marks a home visit as a no-show, WebRun logs the reason if known, drafts a check in text to the patient in Twilio for staff review, and posts a Slack alert so same day rescheduling starts right away.
Automated Driver Schedule Wait Time Alerts
WebRun watches live pickup status in Driver Schedule every few minutes, alerts your dispatch team on Telegram the moment a pickup runs late, and drafts a short delay text for the family, ready for dispatch to send with one tap.
Automated Alora Respite Waitlist Alerts
When a respite slot opens up in Alora, WebRun finds the next matching family on the waitlist, drafts an outreach text in Twilio and a follow-up email in Gmail, and queues both for your coordinator to send.
Automated MedVision Transportation Digest
Every night, WebRun checks MedVision QuickCap for participants scheduled for day center or a medical appointment tomorrow, builds a ride by ride manifest in Google Sheets with pickup times and mobility needs, and posts a Slack digest to the transportation team.
Automated StoriiCare Sundowning Behavior Logging
Every night, WebRun compiles each resident's evening behavior entries from StoriiCare into a sundowning log in Google Drive, and alerts the evening shift in Slack about who to watch closely.
Automated ECP Waitlist Vacancy Alerts
Every hour, WebRun opens ECP, checks for any new vacancy, finds the next eligible family on your waitlist, drafts an outreach email in Gmail for your admissions team to review and send, and logs the vacancy in a Google Sheet.
Automated ElderSuite Transportation Route Texts
Every weekday morning, WebRun opens ElderSuite, pulls today's pickup addresses and requested times, builds an ordered route sheet, and texts the driver the full run before the first pickup.
Automated Therap State Audit Readiness Checklist
Every night, WebRun checks Therap for missing or expiring documents across every individual and host home provider, posts the compliance gap list to Slack, and drafts a chase note to whoever owns each missing item.
Automated Sigmund Vitals Trend Alerts
WebRun scans each patient's vitals in Sigmund Software after every check, watches for concerning trends like orthostatic drops or slowing heart rate, and posts an immediate Slack alert to the medical team so nothing waits until rounds.
Automated Zoobook Take-Home Compliance Tracking
WebRun checks Zoobook Systems each week for patients due a random take-home callback or bottle count, logs who is due to Google Sheets, and emails the counseling team a prioritized recall list in Outlook.
Automated Sobriety Hub Rent Payment Reminders
Every week, WebRun checks Sobriety Hub for residents behind on rent, drafts a friendly text reminder for house manager review, and posts a collections list to Slack.
Automated LongevityEHR Wearable Anomaly Alerts
Every morning, WebRun opens LongevityEHR, checks each member's wearable data for resting heart rate, HRV, and sleep anomalies outside their normal range, logs every flagged reading to Google Sheets, and sends your clinical team an urgent Telegram alert so nothing dangerous goes unnoticed.
Automated Treatment Package Balance Reminders
Each night, WebRun checks 1st Providers Choice for patients on a multi-session treatment package with a remaining balance, logs each one to Google Sheets, and drafts a friendly balance reminder email in Outlook ahead of their next scheduled session.
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