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.

All categories
All categories
Automated Dermatology Morning Schedule Huddle
Each morning, WebRun pulls the day's appointments from ModMed, summarizes key notes and flags for each patient, and posts a morning huddle digest to Slack so the team starts the day aligned.
ModMedGoogle SheetsSlack
Automated Dermatology Cosmetic Treatment Rebooking
WebRun identifies cosmetic patients due for their next treatment cycle, drafts personalized rebooking messages, and queues them for staff review before any outreach is sent.
NextechMailchimpSlack
Automated Dermatology Claim Rejection Worklist
Each morning, WebRun scans your EHR for rejected claims, categorizes each by denial reason, logs them in a Google Sheet, and alerts the billing team in Slack with a prioritized worklist.
EZDermGoogle SheetsSlack
Automated Dermatology Biopsy Result Worklist
When biopsy results arrive in your EHR, WebRun flags the case in Slack so the provider can review and plan the patient communication before anything is shared.
EZDermSlack
Automated Dermatology Appointment Reminders
WebRun checks your ModMed schedule each morning, drafts reminder messages for upcoming appointments, and queues them for staff review before delivery.
ModMedTwilioSlack
Automated Dermatology Annual Skin Check Recall
WebRun finds patients who are overdue for their annual skin check, drafts personalized recall messages, and queues them for staff review before any contact is made.
ModMedTwilioSlack
Automated Courier Weekly Delivery Volume Report
Every Monday, WebRun pulls last week's delivery data from Onfleet, compiles a volume and performance report, logs it to Google Sheets, and posts a summary to your management Slack channel.
OnfleetGoogle SheetsSlack
Automated Courier SLA Breach Alerts
Every few minutes, WebRun checks Onfleet for deliveries at risk of or in breach of your SLA windows and posts an immediate alert to your dispatch Slack channel.
OnfleetSlack
Automated Courier Delivery Review Requests
After a delivery is marked complete in Onfleet, WebRun drafts a friendly review request for the recipient and queues it for your team to approve before sending.
OnfleetGmailSlack
Automated Courier Route Confirmation Emails
Before each scheduled run, WebRun checks your recurring routes in Circuit for Teams, drafts a confirmation email for each business account, and queues them for review so nothing departs unconfirmed.
Circuit for TeamsGmailSlack
Automated Courier Quote Follow-Up Emails
Every Monday, WebRun finds unanswered courier quotes, drafts a polite follow-up for each prospect, and queues them in Gmail for your sales team to review before sending.
TookanGmailSlack
Automated Proof-of-Delivery Collection
After each completed Onfleet delivery, WebRun collects the proof-of-delivery photo and signature, logs them to a Google Sheet, and posts a Slack alert if any completed task is missing its proof.
OnfleetGoogle SheetsSlack
Automated Courier Business Account Onboarding
When a new business account is created in Onfleet, WebRun drafts a personalised welcome email with setup instructions and queues it for your team to review before sending.
OnfleetGmailSlack
Automated Courier Lead Speed-to-Lead Response
When a new lead fills in your enquiry form, WebRun drafts a personalised response and queues it in Gmail for your team to review and send before the prospect goes cold.
TookanGmailSlack
Automated Failed Delivery Follow-Up Emails
When Onfleet marks a delivery as failed, WebRun drafts a rescheduling message for the recipient and queues it for your team to review before sending.
OnfleetGmailSlack
Automated Courier Driver Shift Coverage Outreach
When a driver calls off or a shift goes uncovered in Tookan, WebRun identifies available drivers, drafts coverage outreach messages, and queues them for your dispatcher to review before sending.
TookanGmailSlack
Automated Courier Delivery Status Updates
When a delivery status changes in Onfleet, WebRun drafts a personalised update for the customer and queues it for your team to review before sending.
OnfleetGmailSlack
Automated Courier Route Dispatch Digest
Each morning, WebRun pulls the day's optimised routes from Circuit for Teams, summarises each driver's stops and windows, and posts a structured digest to your dispatch Slack channel.
Circuit for TeamsSlack
Automated Climbing Gym Waiver Collection Reminders
Every morning, WebRun finds members and day-pass holders in Rock Gym Pro with unsigned or expired waivers, drafts a waiver completion reminder, and alerts staff so no one climbs without a valid waiver on file.
Rock Gym ProGmailSlack
Automated Climbing Gym Route-Setting Schedule Digest
Every Monday, WebRun compiles the week's route-setting schedule from Approach, formats it into a clear weekly briefing, and posts it to the route-setting team's Slack channel so everyone knows which walls are being reset and when.
ApproachSlack
Automated Climbing Gym Review Requests
After every member visit logged in Rock Gym Pro, WebRun drafts a friendly review request email for each climber and queues it for staff approval, so your gym earns a steady stream of genuine Google reviews without manual follow-up.
Rock Gym ProGmailSlack
Automated Climbing Gym Monthly Membership Report
On the first of every month, WebRun pulls the previous month's membership data from Rock Gym Pro, calculates key metrics including new joins, cancellations, net growth, and revenue, and posts a concise membership health report to Slack for the management team.
Rock Gym ProGoogle SheetsSlack
Automated Climbing Gym Membership Reminders
Every morning, WebRun finds memberships expiring soon in Rock Gym Pro, drafts a personal renewal reminder for each member, and queues the messages for staff review before sending.
Rock Gym ProGmailSlack
Automated Climbing Gym Lapsed Member Winback
Every week, WebRun finds members in Rock Gym Pro whose membership lapsed 30, 60, or 90 days ago, drafts a personalised win-back offer for each one, and posts a re-engagement list in Slack for staff to review before any outreach is sent.
Rock Gym ProGmailSlack

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.