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.
EFI Automatic Roll Stock Reorder Alerts
Every week, WebRun checks roll stock inventory in EFI against its reorder points, drafts a purchase order in QuickBooks for anything running low, and posts your team a Slack alert so a manager can approve it before it goes to the mill.
Cabinet Vision Automatic Punch List Follow-up
WebRun reads open punch list items logged in CompanyCam against each job's spec in Cabinet Vision, assigns the fix to the right crew in Asana, and keeps the list moving until every item is closed.
JobBOSS Automatic Quote to Job Conversion Tracking
WebRun reads open and won quotes in JobBOSS, calculates your quote-to-job conversion rate, logs it to a Google Sheet, and drafts a follow-up email for any quote that has sat open past your threshold.
Automated SigmaNEST Remnant Inventory Tracking
Every morning, WebRun checks SigmaNEST for new remnants from the prior day's nests, logs each one to Google Sheets, and posts a Slack alert whenever a remnant on hand can cover a job queued for nesting today.
DELMIAWorks Automatic Resin Lot Traceability Log
Every night, WebRun reads DELMIAWorks for the resin lot numbers consumed on each job completed that day and logs a row per job to a Google Sheet, so a lot number can be traced back to every job it ran on.
ProShop Automatic Raw Stock Reorder Alerts
WebRun checks raw stock levels in ProShop ERP against committed jobs, drafts a reorder for anything projected to run short, and keeps a running purchase list in Google Sheets referencing QuickBooks vendor pricing.
Automated CGM APRIMA Offline Chart Sync Alerts
WebRun checks CGM APRIMA every few minutes for offline visit charts that failed to sync, logs each one to a Google Sheet with the provider and patient, and posts an alert to Slack so nothing from a home visit gets stranded.
Automated Driver Schedule Route Optimization Report
Every Monday, WebRun pulls last week's completed routes from Driver Schedule, checks pickup order and drive time against the calendar window for each stop, and posts a ranked report of routes worth redesigning, with changes drafted for a dispatcher to approve.
Automated Alora Family Intake Checklist
When a new family is added to Alora, WebRun checks which intake documents and consents are still needed, drafts the consent packet in DocuSign, and drafts a welcome email in Gmail, both ready for a coordinator to send.
Automated MedVision PACE Enrollment Checklist
Every morning, WebRun checks MedVision QuickCap for new PACE enrollment applications, verifies which required intake documents are on file, logs the checklist status to a Google Sheet, and drafts a follow up email in Outlook for any family still missing paperwork.
Automated StoriiCare Life Story Profile Tracking
WebRun checks each resident's life story profile in StoriiCare for missing photos, music, or milestones, updates your tracker in Google Drive, and pings staff in Slack with who still needs details added.
Automated ECP Satisfaction Survey Follow-Ups
As soon as a satisfaction survey comes in, WebRun reads the response in Google Sheets, looks up the resident and family contact in ECP, and drafts a personal follow-up in Gmail for low scores, left unsent for your team to review and send.
Automated ElderSuite Medication Record Gap Alerts
Every hour during operating hours, WebRun opens ElderSuite, checks the medication administration record for gaps or missing signatures, pings the charge nurse on Telegram right away, and emails your director of nursing an end-of-day summary.
Automated Therap Certification Renewal Alerts
Every morning, WebRun checks Therap for host home providers with a certification, training, or home inspection expiring soon, posts the renewal list to your licensing team in Slack, and drafts a renewal visit hold on the calendar.
Automated Sigmund Outcome Measure Trend Reports
WebRun pulls each patient's latest outcome measure scores from Sigmund Software every week, logs the trend to a tracker sheet, and drafts a summary email to the clinical director highlighting anyone trending in the wrong direction.
Automated Zoobook Phase Advancement Eligibility
WebRun reviews each patient's time in treatment, screen results, and attendance in Zoobook Systems every week, and logs who meets the criteria for take-home phase advancement to a Google Sheet for the medical director to approve.
Automated Sobriety Hub Move Checklist Tracking
Whenever Sobriety Hub shows a resident moving in or out, WebRun builds the checklist for that move and tracks which steps are done in Google Sheets.
Automated LongevityEHR New Member Onboarding Brief
When a new member joins, WebRun opens LongevityEHR, pulls their intake profile and initial goals, checks Calendly for their first concierge visit, and posts your care team a Slack summary so everyone is ready before the member walks in.
Automated Vein Procedure Completion Reports
Each night, WebRun pulls the day's completed procedures from 1st Providers Choice, checks that before and after photos and physician notes are attached, and logs a completion report to Google Sheets flagging any chart missing a photo or sign-off.
Automated Cerbo Protocol Check-In Drafts
Every morning, WebRun finds patients due for a scheduled check-in on their treatment protocol, and drafts a personal check-in email referencing their specific plan for the provider to review and send.
Automated OptiMantra Patient Screening Summaries
WebRun reads each new patient's intake and screening forms in OptiMantra as soon as they're submitted, summarizes their history, baseline scores, and any contraindication flags, and posts it for the prescriber to review before the first appointment is confirmed.
Automated Intellicure HBOT Physician Update Drafts
Every morning, WebRun opens Intellicure to check for referred patients who completed their protocol or reached a clinical milestone, logs the referral status, and drafts an update letter for the referring physician.
Automated HelmBot Session Package Balance Alerts
Every morning, WebRun opens HelmBot to find members running low on prepaid sessions, logs each one to a Google Sheet, and drafts a top up reminder email in Gmail for your team to review and send.
Automated Mangomint Package Upsell Drafts
Every Monday, WebRun finds clients nearing the end of their current laser package in Mangomint, drafts a personalized upsell email suggesting a renewal or a new treatment area, and posts the queue to Slack for your team to review.
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