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.
Automatic Transfusion Appointment Scheduling
WebRun finds patients due for their next scheduled transfusion in Cellma, checks infusion chair and blood bank timing in Google Calendar, and posts your transfusion coordinator a Slack list to confirm with each patient.
Glooko Automated Quarterly PCP Care Reports
Every quarter, WebRun pulls each shared patient's time in range and glucose trend from Glooko, checks recent visit notes and medications in athenahealth, and drafts a quarterly care summary email in Gmail to the patient's primary care physician for the CDCES to review before sending.
Automatic Biologic Prior Auth Tracking
WebRun checks CoverMyMeds for every osteoporosis biologic prior authorization in progress, confirms each patient's T-score and treatment history in Hologic Horizon DXA, and drafts a follow-up email in Gmail for anything stuck or missing information.
Nexus Clinical Automated Seizure Log Reminders
WebRun checks Nexus Clinical for upcoming epilepsy visits, flags which patients have not logged a recent seizure count, drafts a text reminder for staff to send, and posts the clinical team a daily worklist of who still needs to update their log before they're seen.
Automatic Genetics Referral Intake Triage
Every morning, WebRun checks Progeny Clinical for new referrals, drafts an acknowledgement email to the referring provider in Gmail, and posts a Slack alert so your intake coordinator can triage urgency the same day.
Automated Urodynamics Test Scheduling
WebRun reads new urodynamics referral orders in NextGen Healthcare, checks equipment and slot availability in Laborie Synergy, books the test, and drafts a prep reminder text for staff to review before it goes to the patient.
Automatic Pulmonology Referral Intake Tracking
Every few minutes, WebRun checks the practice's eFax inbox for new pulmonology referrals, opens ModuleMD to check whether the patient already has a chart, and logs each referral to a Google Sheets intake tracker for scheduling to work.
Automated Post-Transplant Follow-Up Coordination
WebRun checks gGastro (ModMed) each morning for liver transplant recipients, schedules each recurring follow up in Google Calendar, logs immunosuppression labs and visit compliance to Google Sheets, and alerts the transplant coordinator in Slack about anyone falling behind.
Automatic PrEP Refill Reminders
Every Monday, WebRun checks CureMD for PrEP patients nearing the end of their supply or overdue for quarterly labs, holds a visit slot on Google Calendar, and drafts a refill reminder text for review.
Nextech Automated Surgical Volume Reports
Every Monday, WebRun pulls the past week's Mohs case counts and stage totals from Nextech, checks booking density in Google Calendar, compiles both into a Google Sheets report, and posts your leadership team a Slack summary.
Automated Bukku SST Filing Reminders
Every month, WebRun opens Bukku, totals your taxable sales and services for the period, compiles the return figures into a working sheet, and reminds you in Slack how many days remain before the RMCD deadline. It never files the return itself.
Automated Sapaad Void and Comp Review
Every morning, WebRun scans Sapaad for yesterday's voids, comps, and manager discounts, logs every one in a running sheet, and flags anything above your threshold to Slack so loss patterns get caught early.
Automated CONTPAQi Purchase Order Follow Up
Every Monday, WebRun finds which CONTPAQi purchase orders are past their expected delivery date, drafts a follow up email to each vendor in Outlook for review, and posts your purchasing team a WhatsApp list of what's still late.
Automated Alegra Supplier Payment Alerts
Every morning, WebRun opens Alegra, finds supplier bills due in the next 3 days, pulls the bill copy from Google Drive, and posts your finance team a Slack list of what to approve.
Automated Tally Stock Reorder Alerts
Every morning, WebRun checks TallyPrime inventory for items below their reorder level, logs the shortfall to Google Sheets, drafts a purchase order email per supplier for you to review, and pings your purchase team on WhatsApp.
Automated Qoyod Weekly Profit Snapshot
Every Monday, WebRun opens Qoyod, pulls last week's revenue, cost of goods, and expenses, calculates the real margin, logs it to Google Sheets, and sends you a WhatsApp snapshot of what the business actually kept.
Automated Wafeq Vendor Bill Approval Alerts
Every 30 minutes, WebRun checks Wafeq for new vendor bills awaiting approval, pings the approver on WhatsApp with the details, and drafts a query email for anything that looks off.
Automated Khatabook UPI Collection Link Reminders
Every morning, WebRun finds customers with udhaar due, generates a UPI collection link in Khatabook for each, and drafts a WhatsApp message with the link for you to send.
Automated Deskera Stalled Deal Alerts
Every Monday, WebRun finds deals in Deskera CRM with no activity in 14 days, drafts a check-in email for the rep to send in Gmail, and posts a Slack list of what needs a nudge.
Automated iKhokha Till Reconciliation Alerts
Every night, WebRun compares each staff member's shift sales in iKhokha against their counted till cash, logs any mismatch in Google Sheets, and posts a Slack alert naming which till needs a second look.
Automated Yoco VAT Invoice Export
Every month, WebRun pulls all of the month's Yoco transactions, sorts them into a VAT ready invoice export with the tax breakdown, and emails it to your accountant to review before it goes anywhere near a VAT return.
Automated SASSIE Unassigned Shop Alerts
Every morning, WebRun scans SASSIE for shops nearing their due date with no shopper assigned, logs each one to a Google Sheet, and posts a Slack alert so your scheduling team can fill it before the window closes.
Automated BCC Software Undeliverable Mail Reports
Every night, WebRun checks BCC Software for the day's completed jobs, tallies the undeliverable and returned pieces with the reason each came back, drafts a client-facing summary in Gmail, and leaves it unsent for your account manager to review and send.
Automated LoanPro Payoff Letter Drafting
When a borrower requests a payoff quote, WebRun opens LoanPro, calculates the exact payoff amount through the good-through date, prepares a formal payoff statement in DocuSign, and drafts the cover email in Gmail for staff to review and send.
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