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 Bakery Custom Quote Follow-Up
Every morning, WebRun checks BakeSmart for unanswered custom cake quotes, identifies those sent more than two days ago with no reply, and drafts a warm follow-up email for your review before sending.
Automated Bakery Order Ready Pickup Notices
When you mark an order as ready in BakeSmart, WebRun drafts a pickup notice to the customer with their order summary, collection window, and any balance due, for your quick review before sending.
Automated Bakery Ingredient Reorder Alerts
Every morning, WebRun checks your ingredient stock levels in FlexiBake against your reorder thresholds, drafts a purchase order for low-stock items, and posts a reorder alert to Slack.
Automated Bakery Holiday Preorder Capacity Tracking
During peak holiday periods, WebRun checks your preorder totals in Cybake against your daily production capacity and alerts you in Slack when you are approaching your limit for any given date.
Automated Bakery Deposit and Balance Reminders
WebRun checks BakeSmart each morning for orders with unpaid deposits or outstanding balances approaching their pickup date, and drafts a polite payment reminder for each customer.
Automated Daily Bakery Production Digest
Each morning, WebRun pulls the day's orders from Cybake, builds a consolidated production list by product and quantity, and posts the digest to your team's Slack channel before the first shift starts.
Automated Bakery Custom Order Confirmations
When a custom cake order lands in BakeSmart, WebRun drafts a personalised confirmation email with the order details, flavour choices, and pickup date for your review before sending.
Automated Bakery Allergen Prep Sheet
Each morning, WebRun pulls orders with allergen flags or special dietary requirements from Cybake and builds a dedicated prep sheet for the kitchen team, highlighting every at-risk order before production starts.
Automated Hearing Aid Warranty Expiry Alerts
Every week, WebRun finds patients in Blueprint OMS whose hearing aid warranty expires within 90 days, drafts a proactive alert for each, and queues the drafts for staff review before any message is sent.
Automated Audiology Patient Review Requests
Every morning, WebRun finds patients in Sycle who completed a visit in the past two to three days, drafts a review request message for each, and queues the drafts for staff review before any message is sent.
Automated Hearing Aid Repair Status Updates
Every morning, WebRun checks Blueprint OMS for open hearing aid repair orders, drafts a status update for patients whose repair has been pending for three or more days, and queues every draft for staff review before sending.
Automated Audiology Patient Balance Reminders
Every week, WebRun finds patients in Sycle with overdue balances, drafts a polite payment reminder for each, and queues every draft for staff review before any message is sent.
Automated Audiology No-Show Recovery
Every afternoon, WebRun finds patients who missed their audiology appointment that day in Sycle, drafts a friendly recovery message for each, and queues the drafts for staff review before sending.
Automated Audiology Lapsed Patient Reactivation
Every month, WebRun finds patients in CounselEAR who have not had an audiology visit in 13 or more months, drafts a personalized reactivation message for each, and queues the drafts for staff review before sending.
Automated Audiology Insurance Eligibility Prep
Every morning, WebRun checks tomorrow's audiology schedule in Sycle, verifies insurance eligibility for each patient, logs the results in a Google Sheet, and posts a summary to Slack for the front desk team.
Automated Hearing Aid Fitting Follow-Up
After a hearing aid fitting is logged in Blueprint OMS, WebRun drafts a follow-up message to check on comfort and performance, and queues it for staff review before sending.
Automated Audiology Daily Schedule Digest
Every morning before the clinic opens, WebRun pulls today's audiology schedule from Sycle, summarizes each appointment with patient notes and device details, and posts the digest to Slack for the clinical team.
Automated Hearing Aid Clean-and-Check Recall
Every week, WebRun finds patients in CounselEAR whose hearing aid is overdue for a clean-and-check appointment, drafts a recall message for each, and queues the drafts for staff review before sending.
Automated Hearing Aid Battery Reorder Reminders
Every month, WebRun finds patients in Sycle whose battery or supply purchase is due for reorder, drafts a personalized reminder for each, and queues the drafts for staff review before sending.
Automated Audiology Annual Recall Reminders
Every morning, WebRun finds patients in Sycle who are overdue for their annual hearing evaluation, drafts a personalized recall message for each, and queues them for staff review before sending.
Automated ABA Unbilled Sessions Worklist
WebRun scans CentralReach every morning for sessions delivered but not yet billed, builds a worklist by therapist and payer, and posts it to Slack so your billing team can close out revenue before the billing window closes.
Automated ABA Treatment Plan Review Reminders
WebRun checks treatment plan review dates in CentralReach each week, flags clients whose plans are due for review within 30 days, posts an internal worklist to Slack, and drafts family notification messages for BCBA review.
Automated RBT Supervision Hours Tracking
WebRun checks CentralReach each week for RBTs whose monthly supervision hours are falling behind the BACB requirement, logs the shortfalls to a Google Sheet, and posts a digest to Slack so supervising BCBAs can close the gap before month-end.
Automated ABA Staff Billable Utilization Report
WebRun pulls session and scheduling data from CentralReach each Monday, calculates billable utilization by therapist, and posts a weekly digest to Slack so clinical leadership can spot underutilization and rebalance caseloads before it affects revenue.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.