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 MSP Asset and Warranty Expiry Alerts
WebRun scans your ConnectWise configuration items for warranties and assets expiring soon and posts your team an internal digest so you can act before clients are exposed.
Automated MSP Ticket SLA Breach Alerts
WebRun monitors ConnectWise tickets approaching their SLA deadline and posts your team an internal alert so engineers can act before a breach occurs.
Automated ConnectWise Stale Ticket Chaser
WebRun finds ConnectWise tickets that have had no update for too long, drafts a follow-up to the client or engineer, and gives your service desk a daily backlog report.
Automated MSP QBR Scheduling and Prep
WebRun identifies which clients are due for a QBR, drafts a scheduling email, and assembles a prep summary from your ConnectWise ticket and agreement data.
Automated MSP Overdue Invoice Chaser
WebRun finds overdue invoices in ConnectWise, drafts a polite payment reminder for each client, and gives your team a clear view of what is outstanding.
Automated MSP New Client Onboarding
WebRun detects a new managed-services agreement in ConnectWise, creates the onboarding ticket, drafts the welcome email, and posts the team their onboarding checklist in Slack.
Automated MSP Monthly Client Reports
WebRun pulls ticket counts, SLA performance, and asset health from ConnectWise each month and drafts a professional client report email ready for your account manager to review and send.
Automated MSP Software License Renewal Reminders
WebRun scans ConnectWise and Syncro for software license renewals coming due, drafts a renewal proposal for each client, and gives your team a weekly renewal pipeline.
Automated MSP Sales Lead Follow-Up
WebRun checks your ConnectWise CRM for new and stale sales leads, drafts a follow-up email for each prospect, and gives your sales team a daily pipeline view in Slack.
Automated MSP CSAT Survey After Ticket Close
WebRun detects resolved tickets in ConnectWise, drafts a short CSAT survey email for each client, and posts your team a weekly satisfaction summary.
Automated MSP Contract Renewal Reminders
WebRun scans your ConnectWise agreements for contracts expiring soon, drafts a renewal reminder for each client, and posts your team a daily list of what is coming due.
Automated MSP Backup Failure Digest
WebRun checks Datto Autotask for backup job failures and warnings across all client devices and posts your engineering team a prioritized internal digest every morning.
Automated Claim Rejection Resubmission Queue
WebRun pulls every claim rejected by the clearinghouse each day, groups rejections by error code, and builds a sorted resubmission queue in Google Sheets so your team corrects and resubmits before the day ends.
Automated Prior Authorization Tracker for Medical Billing
WebRun scans your active prior authorizations, flags any that are expiring or nearing their approved unit limit, and posts a daily tracker to Google Sheets and Slack so your team renews or escalates before a payer denies the claim.
Automated Payer Underpayment Flags for Medical Billing
WebRun compares each remittance payment against your contracted fee schedule, spots any payer that paid less than the contracted rate, and builds a flagged underpayment list so your team can dispute the variance.
Automated Patient Statement Drafts from AdvancedMD
WebRun pulls patient balances from your billing system, generates a clear statement for each patient, and queues every draft for your team to review before any statement is sent or mailed.
Automated Medical Billing Client Onboarding
When you sign a new client practice, WebRun sets up their profile in your billing system, creates the onboarding checklist, and drafts a welcome email with next steps for your account manager to review and send.
Automated Missing Charge Chaser for Medical Billing
WebRun compares your appointment log against submitted charges each day, spots encounters with no charge posted, and drafts a chaser message to the provider so nothing slips through unbilled.
Automated Patient Eligibility Verification Prep
WebRun pulls the next day's schedule, checks each patient's insurance details, flags any missing or expired coverage, and builds a verification prep list so your front-desk team can resolve issues before the patient arrives.
Automated Daily Medical Billing Collections Digest
WebRun pulls the previous day's payment activity from your billing system, calculates collections against charges by provider and payer, and posts a structured daily digest to Slack and Google Sheets so your team sees exactly where revenue stands.
Automated Provider Credentialing Expiry Tracker
WebRun monitors DEA certificates, malpractice policies, medical licenses, and payer enrollments for every provider, flags anything expiring in the next 90 days, and drafts renewal reminder messages for your credentialing team to review and send.
Automated Monthly Practice Billing Report
WebRun pulls the previous month's key metrics from your billing system for each client practice, assembles them into a structured report, and drafts a personalized email to each practice contact for your team to review and send.
Automated Medical Claim Denial Worklist
WebRun pulls every denied claim from your billing system, groups denials by reason code, and builds a prioritized worklist so your team clears the queue without missing a deadline.
Automated Medical Billing AR Follow-Up Drafts
WebRun reviews your accounts receivable aging report, identifies balances past 60 and 90 days by practice, and drafts follow-up messages to each practice contact for your team to review and send.
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