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 Painting Proposal Follow-Up
Every morning, WebRun finds proposals sent but not yet signed in PaintScout, drafts a gentle nudge for each prospect, and queues the drafts for your review.
Automated Painting Seasonal Rebooking Outreach
Before each painting season, WebRun finds clients due for a refresh, drafts personalized outreach emails, and queues them for your review so you fill the calendar before competitors do.
Automated Painting Job Review Requests
A few days after a painting job is completed, WebRun drafts a friendly review request email for the client and queues it for your approval before sending.
Automated Paint Material Reorder Alerts
Every morning, WebRun checks your upcoming job schedule, estimates material needs, and drafts purchase orders for any paint or supplies running low before the job starts.
Automated Painting Lead Response
The moment a new painting lead comes in, WebRun drafts a personalized response email and queues it for your review so you can reply before a competitor does.
Automated Painting Walkthrough Scheduling
When a painting job is marked complete in Jobber, WebRun drafts a final walkthrough scheduling email and a punch-list template for the client, queued for your review.
Automated Painting Final Invoice Collection
When a painting job walkthrough is approved, WebRun drafts the final invoice in QuickBooks and a payment-request email in Gmail, then queues both for your review.
Automated Painting Estimate Follow-Up
WebRun finds estimates sent but not yet accepted in PaintScout, drafts a polite follow-up for each prospect, and queues them for your review before anything is sent.
Automated Painting Deposit Collection
When a painting estimate is accepted, WebRun drafts a deposit request email with a Stripe payment link and queues it for your review before sending.
Automated Painting Crew Schedule Digest
Every morning, WebRun pulls today's jobs from Jobber, builds a clear per-crew schedule, and posts it to your team Slack channel so every painter knows where to be.
Automated Painting Consultation Scheduling
When a new lead or estimate request comes in, WebRun drafts a color consultation scheduling email with your available times and queues it for your review before sending.
Automated Orthodontic Consultation Follow-Up
After an orthodontic consultation, WebRun drafts a personalized follow-up message for the prospective patient or guardian and queues it for treatment coordinator review before any outreach is sent.
Automated Orthodontic Review Request After Debond
After a patient's braces are removed, WebRun drafts a review request for the patient or guardian at the peak of their satisfaction and queues it for staff review before any outreach is sent.
Automated Orthodontic Retainer Check Recall
WebRun finds patients who completed orthodontic treatment and are due for a retainer check, drafts a recall message for each, and queues them for staff review so retention patients stay engaged and relapse is caught early.
Automated Orthodontic Referring Dentist Thank-You
When a new patient is linked to a referring dentist, WebRun drafts a thank-you message for the referring practice and queues it for doctor review before sending, so every referral relationship gets acknowledged without extra admin work.
Automated Orthodontic Production vs Goal Report
Every morning, WebRun pulls the practice's production figures from your management system, compares them to the monthly goal, and posts a progress report to Slack and Google Sheets so the team always knows where they stand.
Automated Orthodontic Adjustment Recall
WebRun finds patients who have missed or not yet scheduled their next adjustment visit, drafts a recall message for each, and queues them for staff review so no one falls through the cracks.
Automated Orthodontic No-Show Recovery
After a missed orthodontic appointment, WebRun drafts a recovery message for the patient or guardian and queues it for staff review, so no-shows are followed up the same day before the chair time is lost for good.
Automated Orthodontic New Patient Records Collection
When a new patient is added to your system, WebRun drafts a records collection message asking the patient or guardian to submit required forms and documents, and queues it for staff review before sending.
Automated Orthodontic Insurance Claim Status Tracker
WebRun checks your practice management system for insurance claims that have been outstanding too long, compiles a worklist, and posts it to Slack so the billing team can follow up before claims are denied or expired.
Automated Orthodontic Morning Huddle Digest
Every morning before the clinic opens, WebRun pulls the day's schedule from your practice management system and posts a structured huddle digest to Slack so the team starts the day informed and aligned.
Automated Orthodontic Contract Balance Reminders
WebRun finds patients with outstanding contract balances, drafts a polite payment reminder for each account, and queues the messages for staff review before any financial communication goes out.
Automated Orthodontic Autopay Failure Recovery
When an autopay transaction fails for an orthodontic contract, WebRun drafts a payment recovery message for the responsible party and queues it for billing staff review before any financial communication goes out.
Automated Orthodontic Appointment Reminders
Before each adjustment appointment, WebRun drafts a reminder for the patient or guardian, pulls the visit details from your practice management system, and queues each message for staff review before sending.
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