Templates
Workflow templates.
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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 Notary Weekly Volume Report
Every Monday, WebRun tallies the previous week's completed signings from NotaryDash, breaks them down by notary, loan type, and client, and posts a clean summary report to your Slack channel.
Automated Notary Signing Confirmations
When a new signing order lands in Snapdocs, WebRun drafts a confirmation email to the signer with the appointment details and flags the order in your tracking sheet.
Automated Notary Signing Appointment Reminders
The day before each signing, WebRun drafts a reminder to the signer with the time, location, and what to bring, so you reduce no-shows without manual outreach.
Automated Notary Signing Review Requests
A day after a signing is marked complete, WebRun drafts a brief, friendly review request email to the signer so you grow your online reputation without chasing each one manually.
Automated Notary Quote Lead Follow-Ups
When a potential client submits a quote request and has not responded within two days, WebRun drafts a polite follow-up email so you never let a warm lead go unanswered.
Automated Notary Order Intake and Routing
When a new order arrives, WebRun reads the location, loan type, and time window, matches it to an available notary in NotaryDash, and posts the assignment to your ops Slack channel.
Automated Notary Document Return Follow-Ups
After a signing completes, WebRun checks whether the document package has been returned and drafts a follow-up to the notary if it has not arrived within your turnaround window.
Automated Notary Daily Assignment Digest
Each morning, WebRun pulls today's signing assignments from NotaryDash, summarizes them by notary and time slot, and posts a clean daily digest to your ops Slack channel.
Automated Notary Commission and E&O Expiry Tracker
Every week, WebRun checks your notary roster for upcoming commission or E&O insurance expirations, posts internal alerts to Slack, and drafts renewal reminder emails to the affected notaries.
Automated Notary Signing Invoice Drafts
After a signing is marked complete in Snapdocs, WebRun drafts an invoice in QuickBooks with the right fee, order details, and client information, so you can review and send it the same day.
Automated Notary Client Signing Status Updates
After each key milestone in a signing order, WebRun drafts a status update email to the title company or lender so they stay informed without you composing each message manually.
Automated NEMT Will-Call Return Trip Scheduling
When a will-call rider is ready for pickup, WebRun reads the open return trip in RouteGenie, drafts a scheduling message for dispatch review, and logs the request so no rider is left waiting.
Automated NEMT Weekly Trip Volume Report
Every Monday, WebRun pulls last week's completed trip data from NEMT Cloud Dispatch, calculates key volume metrics by driver and broker, and posts a concise performance report to Slack.
Automated NEMT Vehicle Inspection Reminders
Every week, WebRun checks upcoming vehicle inspection due dates in RouteGenie, posts an internal reminder to the operations Slack channel, and logs the inspection status for each vehicle in Google Sheets.
Automated NEMT Day-Before Trip Reminders
Every evening, WebRun pulls tomorrow's scheduled trips from Tobi, drafts a day-before reminder for each rider, and queues the batch for dispatcher review before any message goes out.
Automated Medical Transport Trip Confirmations
WebRun reads upcoming trip bookings in RouteGenie, drafts a confirmation message for each rider, and queues every draft for staff review before anything is sent.
Automated NEMT Standing Order Confirmations
Every week, WebRun pulls active standing orders from Tobi, drafts a confirmation message for each recurring rider, and queues the drafts for staff review so recurring trips are confirmed before the next cycle starts.
Automated NEMT Rider Review Requests
After a trip is marked complete in RouteGenie, WebRun drafts a review request message for the rider and queues it for staff approval before anything is sent.
Automated NEMT Recurring Authorization Expiry Tracking
Every week, WebRun checks authorization expiry dates for recurring riders in Tobi, alerts the internal team to renew, and drafts a courtesy heads-up for each affected rider so staff can review before anything is sent.
Automated NEMT Overdue Invoice Chasing
Every week, WebRun finds overdue broker and facility invoices in QuickBooks, drafts a polite payment reminder for each, and queues the drafts for billing staff review before anything is sent.
Automated NEMT No-Show Follow-Up
After each trip window closes, WebRun identifies no-show trips in RouteGenie, drafts a follow-up message for each rider, and queues the drafts for dispatcher review so no-shows are addressed the same day.
Automated NEMT Driver Credential Expiry Tracking
WebRun checks every driver's license, medical certificate, and background check expiry dates in Tobi, alerts the driver with a renewal reminder draft, and posts an internal expiry report to Slack.
Automated NEMT Daily Manifest Dispatch Digest
Every morning, WebRun compiles the day's full trip manifest from NEMT Cloud Dispatch, organizes runs by driver and vehicle, and posts a structured digest to your dispatch Slack channel.
Automated NEMT Broker Claim Reconciliation
Every week, WebRun cross-references completed trips in NEMT Cloud Dispatch against broker remittance reports, flags mismatches and missing payments, and posts a reconciliation summary to Slack.
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