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 RadonEasy QA Duplicate Flags
Every night, WebRun cross-checks RadonEasy for duplicate device deployments and mismatched readings between continuous monitors and backup canisters, logs every flag in Google Sheets, and alerts your QA lead in Slack.
Automated QuoteIQ Overnight Crew Confirmations
Every afternoon, WebRun checks QuoteIQ for tonight's overnight cleaning jobs, drafts a heads up text to each restaurant's key holder via Twilio, and posts the confirmed crew run list to Slack so nobody arrives at a locked kitchen.
Automated ArcSite Sump Pump Reminders
WebRun finds sump pump installations logged in ArcSite that are due for their annual service, drafts a personal reminder email for each customer, and posts your office a Telegram list of this week's reminders ready to send.
Automated Estimate Rocket Moisture Inspection Booking
The moment a new moisture or crawl space inspection lead is added in Estimate Rocket, WebRun drafts a scheduling email with your Calendly link and readies it for your office to send.
Automated GorillaDesk Multi-Phase Job Status Recap
Every morning, WebRun checks every active job that spans inspection, trapping, exclusion, and monitoring phases in GorillaDesk, logs each job's current phase to Google Sheets, and posts your ops team a Slack recap of what needs attention today.
Automated FieldServio Parts Backorder Alerts
WebRun checks FieldServio every morning for work orders waiting on parts, confirms each part's status with QuickBooks purchase orders, and logs a backorder worklist to Google Sheets so your scheduler can act before a job stalls.
Automated Tinsel CRM Review Request Drafts
Every night, WebRun finds Tinsel CRM jobs marked complete that day, drafts a friendly review request email with a direct link in Gmail, and posts your team a Slack list of who's ready to send once approved.
Automated Arborgold Contract Renewal Notices
Every Monday, WebRun finds seasonal snow contracts in Arborgold ending within 30 days, prepares a renewal envelope in DocuSign at the current or a new rate, and posts a Slack list so your account manager can review and send it.
Automated Workiz No-Show Recovery Drafts
The moment a job is marked a no-show in Workiz, WebRun drafts a reschedule offer by email and text, and leaves both for your office to review and send.
Automated Housecall Pro Membership Renewals
Every Monday, WebRun finds maintenance plan memberships renewing soon or already lapsed in Housecall Pro, checks the billing status in QuickBooks, and drafts a renewal reminder for each member in Gmail for your review.
Automated DripJobs Post-Install Review Requests
WebRun finds gutter jobs marked complete in the last 2 days, checks Google Business Profile to see if the customer already left a review, and drafts a personal review request email for any who haven't.
Automated Smart Service No-Show Recovery
WebRun checks Smart Service for appointments marked no-show, reopens the slot on Google Calendar, drafts a rebooking email in Gmail for the customer, and posts your office a Slack alert to follow up.
Automated Pending Discharge Prescription Alerts
WebRun watches the meds to beds queue in adherent360, posts every new discharge prescription to your pharmacy Slack channel, and texts the on call pharmacist when a STAT order sits untouched.
Automated PeriWatch Oxytocin Checklist Alerts
WebRun reads every oxytocin rate change logged in PeriGen, checks it against your unit's safety checklist, and flags the charge nurse in Teams when a required reassessment is missing.
Automated symplr Primary Source Verification Flags
Every morning, WebRun checks symplr for application files with a primary source verification item still outstanding after 10 business days, logs each one to a tracking sheet, and emails your CVO verification team an internal summary of what still needs to be chased.
Automated Telemetry Transmitter Battery Alerts
WebRun checks transmitter battery levels in Norav Medical, opens a ServiceNow ticket for biomed, and texts the on-call tech through Twilio for any bed running critically low.
Automated WellSky SBT Eligibility Reminders
Every morning, WebRun checks WellSky for ventilated patients who meet spontaneous breathing trial criteria, and drafts a Twilio text reminder for the charge therapist to review before rounds.
Automated Computrition NPO Status Change Alerts
WebRun watches diet orders in Computrition for a patient moving to or off NPO, texts the tray line the moment status changes, and logs every change to a Google Sheet for the compliance record.
Automated Digisonics PCI Complication Follow Up
The moment Digisonics shows a documented PCI complication, dissection, perforation, no reflow, or access site bleed, WebRun drafts a follow up note in Outlook for the physician to review, and posts a Slack alert to your QA coordinator.
Automated Clinisys Result Delivery Failures
WebRun checks Clinisys for results that failed to reach the ordering provider's EMR or fax, texts your client services rep to call the practice, drafts a backup notice if the failure persists, and logs every failure for tracking.
Automated Visage 7 Report SLA Breach Alerts
WebRun checks the Visage 7 worklist against your contracted report turnaround times, logs every study close to breach in Google Sheets, and alerts Microsoft Teams before the SLA is missed.
Automated NRC Health Patient Shout-Out Drafts
When a round captures a specific, positive shout-out naming a staff member, WebRun drafts a recognition nomination in Outlook for the manager to review and send, so great work gets noticed without anything going out unreviewed.
Automated Hospital Room Ready Notifications
The moment FacilityRF marks a room clean and passed inspection, WebRun posts the update to bed control in Microsoft Teams and texts the charge nurse directly if their unit is under bed pressure.
Automated ShiftWizard Self-Schedule Window Alerts
WebRun watches ShiftWizard for your self-scheduling window opening, posts the announcement with the deadline to Slack, and drafts a reminder email through Gmail for anyone who has not submitted preferences as the deadline nears.
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