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 HRT Control Prescription Renewal Reminders
Every morning, WebRun finds prescriptions expiring soon in HRT Control, prepares a text reminder for staff to approve, and posts a Slack list of who's due for renewal.
HRT Control›Twilio›Slack
Automated PatientNow Prior Authorization Alerts
WebRun checks PatientNow every morning for GLP-1 prior authorization requests that are pending, approved, or denied, logs each status to a Google Sheet, and emails your billing team an alert so no patient's start date slips waiting on insurance.
PatientNow›Google Sheets›Gmail
Automated PracticeQ Slow Hour Promo Suggestions
Every Monday, WebRun finds your clinic's slowest booking hours in PracticeQ, logs the pattern in Google Sheets, and drafts a promo email idea in Mailchimp for you to review before it ever goes out.
PracticeQ›Google Sheets›Mailchimp
Automated AestheticsPro Package Session Follow Ups
Every Monday, WebRun finds patients in AestheticsPro with prepaid package sessions they haven't used in a while, drafts a friendly follow up for each, and leaves every draft in Gmail for review before it's sent.
AestheticsPro›Gmail›QuickBooks
Healthie Automatic Session Scheduling
WebRun checks Healthie every morning for new bookings, reschedules, and cancellations, keeps your Google Calendar exactly matched, and posts your front desk a daily schedule digest in Slack.
Healthie›Google Calendar›Slack
Automatic Iron Infusion Scheduling
WebRun finds patients due for their next iron infusion in Cellma, checks open infusion chair slots in Google Calendar, and drafts a scheduling email in Gmail for staff to review before it goes to the patient.
Cellma (RioMed)›Google Calendar›Gmail
Glooko Automated New Diagnosis Onboarding
Every morning, WebRun checks Epic for newly diagnosed diabetes patients, sets up their Glooko account and device pairing invite, and drafts a welcome email in Gmail with their onboarding checklist and DSMES referral, ready for staff to personalize and send.
Epic›Glooko›Gmail
Automated Fracture Liaison Service Outreach
WebRun reviews new fragility fracture referrals, checks each patient's DXA history in Hologic Horizon DXA, drafts an outreach text for your fracture liaison coordinator to send, and logs every case to a Google Sheet so no patient is missed.
Hologic Horizon DXA›Twilio›Google Sheets
Automated Neuropsych Testing Referral Scheduling
WebRun watches Nexus Clinical for new neuropsychological testing referrals, books the earliest matching slot in Google Calendar, drafts a Gmail confirmation letter to the referring provider for review, and posts the testing coordinator a Slack heads-up on every newly booked case.
Nexus Clinical›Google Calendar›Gmail›+1
Automatic Pedigree Intake Reminders
Every morning, WebRun checks Progeny Clinical for upcoming genetics appointments that are missing a completed family history intake, confirms the visit date in Google Calendar, and drafts a Gmail reminder for staff to review and send.
Progeny Clinical›Google Calendar›Gmail
Automated Post-Op Sling Surgery Follow-Ups
WebRun finds patients due for a post-op check after midurethral sling surgery in Tebra, compares their voiding trial results against their baseline Laborie urodynamics, drafts a symptom check-in text for staff to review, and posts a nurse triage digest to Slack.
Tebra›Laborie›Twilio›+1
Automated PFT and Spirometry Scheduling
Every Monday, WebRun checks ModuleMD for patients due for a repeat PFT or spirometry check, holds an open lab slot on Google Calendar, and drafts a text confirmation in Twilio for your front desk to review and send.
ModuleMD›Google Calendar›Twilio
Automated MELD Score Tracking Alerts
WebRun checks gGastro (ModMed) each morning for patients with cirrhosis, logs each MELD Na score to Google Sheets, and posts a Slack alert when a score crosses your review threshold or jumps sharply between labs.
gGastro (ModMed)›Google Sheets›Slack
Automatic New Patient Referral Triage
Every hour, WebRun reads new referral emails in Gmail, creates a triaged patient record in CureMD, and holds a telehealth slot in Zoom for urgent infectious disease consults.
Gmail›CureMD›Zoom
Nextech Automated Surgery Reschedule Outreach
The moment a Mohs surgery is rescheduled or cancelled in Nextech, WebRun drafts a clear outreach email for the affected patient with next steps, logs the change to a Google Sheet, and leaves the message for your front desk to review before it sends.
Nextech›Gmail›Google Sheets
Automated Bukku WhatsApp Invoice Reminders
Every morning, WebRun opens Bukku, finds invoices past their due date, drafts a polite WhatsApp reminder for each customer, leaves every message unsent for you to review, and posts your team a Slack list of who still owes.
Bukku›WhatsApp›Slack
Automated Sapaad Slow Moving Item Alerts
Every Monday, WebRun reviews Sapaad item sales, finds menu items with sales trending down over the past four weeks, and posts the list to Slack so you can fix pricing, placement, or promotion before they become dead weight.
Sapaad›Slack
Automated CONTPAQi Payroll Run Summaries
After each CONTPAQi Nominas payroll run, WebRun compiles headcount, gross pay, IMSS and ISR withholdings, and net pay, emails the summary to your finance lead in Outlook, and logs the totals to a sheet for your records.
CONTPAQi›Outlook›Google Sheets
Automated Alegra WhatsApp Payment Reminders
Every Monday, WebRun opens Alegra, finds invoices past their due date, drafts a friendly WhatsApp nudge for each customer, and posts your team a Slack list of who still owes and how much.
Alegra›WhatsApp›Slack
Automated Tally Accounts Payable Alerts
Every Monday, WebRun checks TallyPrime for bills payable that are overdue or coming due, logs the full list to Google Sheets, and sends you a WhatsApp summary so you can prioritize payments.
Tally Solutions›Google Sheets›WhatsApp
Automated Qoyod Supplier Invoice Due Alerts
Every morning, WebRun opens Qoyod, finds supplier bills due in the next few days, adds each due date to Google Calendar, and logs the full payable list in Google Sheets so nothing slips past its due date.
Qoyod›Google Calendar›Google Sheets
Automated Wafeq Payroll Run Summary
Before each pay run, WebRun pulls the payroll totals from Wafeq, logs them to a sheet, and sends your finance lead a WhatsApp summary of headcount, gross pay, and deductions.
Wafeq›Google Sheets›WhatsApp
Automated Khatabook Repeat Customer Credit Check
The moment a repeat customer asks for more udhaar, WebRun checks their payment history in Khatabook, pings your own WhatsApp with a quick risk read, and emails you the full history.
Khatabook›WhatsApp›Gmail
Automated Deskera Purchase Order Approval Alerts
Every hour, WebRun checks Deskera for purchase orders waiting on approval above your threshold, pings the right approver in Slack, and drafts the vendor confirmation email in Gmail until they say go.
Deskera›Slack›Gmail

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