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.
Automated Chiropractic New Patient Intake Forms
When a new patient books their first appointment, WebRun drafts a welcome message with intake form links so staff can send it immediately and the patient arrives prepared.
Automated Chiropractic Missed Appointment Recovery
When a patient misses or no-shows a visit, WebRun drafts a same-day outreach message so your front desk can send it with one click and get the patient rebooked fast.
Automated Chiropractic Insurance Eligibility Verification
Every evening, WebRun checks insurance eligibility for all patients on tomorrow's schedule and posts a verified summary to Slack so billing staff start the day with no surprises.
Automated Chiropractic Morning Huddle Digest
Every morning, WebRun pulls today's schedule from your chiro software and posts the team a structured huddle digest in Slack covering patient count, new patients, care plan stages, and billing flags.
Automated Chiropractic Claim Rejection Worklist
Every morning, WebRun reviews your chiro software for rejected or denied claims, groups them by rejection reason, and posts a prioritised worklist to Slack so billing staff can work them in order of value and deadline.
Automated Chiropractic Care Plan Dropout Alerts
WebRun reviews active care plans each week, flags patients whose visit frequency is falling behind schedule, and gives staff drafted outreach to bring them back on track.
Automated Chiropractic Care Package Renewal Reminders
When a patient's prepaid visit package or credit bundle is running low, WebRun drafts a renewal reminder for staff to send so patients never run out mid-care-plan.
Automated Chiropractic Appointment Reminders
The night before each appointment day, WebRun pulls tomorrow's schedule from your chiro software and drafts reminder messages for staff to review, so every patient gets a timely heads-up.
Automated Bike Warranty Registration Follow-Ups
After a new bike sale is recorded in Ascend by Trek, WebRun drafts a warranty registration follow-up email for the customer and alerts your team to review and send it within 48 hours of purchase.
Automated Bike Shop Uncollected Repair Reminders
WebRun finds repairs marked ready in Lightspeed Retail that have not been collected after a set number of days and drafts a polite chase notice for each customer, ready for your team to review and send.
Automated Bike Shop Trade-In Upgrade Follow-Ups
WebRun finds customers in Lightspeed Retail who bought a bike 18 to 24 months ago and drafts a personalised trade-in and upgrade invitation for each one, ready for your team to review and send.
Automated Bike Shop Special Order Arrival Notices
When a special-order item is received and logged in Lightspeed Retail, WebRun drafts an arrival notice for the waiting customer and alerts your team in Slack to review and send it.
Automated Bike Shop Service Due Reminders
WebRun checks Lightspeed Retail for customers whose last service was 11 to 12 months ago and drafts a tune-up reminder email for each one, ready for your team to review and send.
Automated Bike Shop Service Appointment Reminders
WebRun checks Ascend by Trek for service appointments booked for the next day and drafts a personalised reminder for each customer, ready for your team to review and send the afternoon before.
Automated Bike Shop Spring Tune-Up Outreach
Each spring, WebRun finds customers who have not visited in the past year in Lightspeed Retail and drafts a personalised tune-up outreach email for each one, ready for your team to review and send.
Automated Bike Shop Review Requests After Service
After a service or repair job is closed in Lightspeed Retail, WebRun drafts a personalised review request for the customer and queues it for your team to approve and send.
Automated Bike Repair Ready Notifications
When a repair job is marked ready in Lightspeed Retail, WebRun drafts a pickup notice for the customer and queues it for your team to approve and send.
Automated Bike Shop Low-Stock Reorder Drafts
Every morning, WebRun checks Lightspeed Retail for parts and accessories below reorder threshold and drafts a purchase order for each supplier, ready for your buyer to review and submit.
Automated Bike Shop Layaway Payment Reminders
WebRun checks Lightspeed Retail for layaway or financing agreements with a payment due in the next three days and drafts a friendly reminder for each customer, ready for your team to review and send.
Automated Bike Shop Daily Sales and Service Report
Every morning, WebRun pulls the previous day's sales and service figures from Lightspeed Retail and posts a concise daily digest to your team Slack channel.
Automated Bakery Wholesale Standing Order Prep
Each week, WebRun pulls the standing order schedule from FlexiBake, builds a prep sheet for each wholesale account, and posts a consolidated production summary to Slack so your team knows what to bake.
Automated Bakery Wholesale Invoice Chaser
Every week, WebRun checks your accounting tool for overdue wholesale invoices, drafts a polite payment reminder for each account, and updates your chase log so you always know who owes what.
Automated Cake Tasting Consultation Scheduling
When a tasting or consultation request comes in, WebRun checks your calendar for availability, drafts a scheduling email with proposed times, and logs the enquiry in your tracker so nothing gets missed.
Automated Bakery Review Request Emails
A few days after a customer collects their order, WebRun checks BakeSmart for completed pickups and drafts a warm review request email for your approval before it goes out.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.