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 Experian Health Prior Auth Reminders
Every morning, WebRun checks Experian Health for upcoming scheduled procedures that still lack an approved prior authorization, alerts your auth team in Slack, and drafts a documentation request to the ordering provider for review before sending.
Automated Dolbey DNFB Days Reconciliation
Every Monday, WebRun opens Dolbey, calculates the DNFB days metric, compares it against finance's patient accounting number in Google Sheets, and drafts a summary email in Outlook flagging any gap for review.
Automated Solventum CDI Query Reminders
Every morning, WebRun opens Solventum 360 Encompass, finds physician queries still open and nearing their response window, drafts a polite reminder email for each physician to review, and posts your CDI team a Teams digest of what's still outstanding.
Automated XSOLIS Medical Necessity Gap Flags
WebRun reviews XSOLIS's medical necessity findings every morning, flags any chart missing a clinical indicator the payer requires, logs each gap to a Google Sheet, and drafts an Outlook note asking the ordering physician for the missing documentation.
Automated Ensocare Pending Referral Alerts
WebRun checks Ensocare for discharge referrals awaiting action, flags the ones sitting longest, and posts a Slack alert so your case managers can jump on them before they stall the discharge.
Automated CensiTrac Loaner Check-In Reminders
WebRun checks Censis each morning for loaner trays that were used in a case but have not been checked back in, flags which ones are approaching their vendor return date, and posts your SPD team a Teams reminder so nothing sits forgotten in a case cart.
Automated iQueue Open OR Time Alerts
Every morning, WebRun checks LeanTaaS iQueue for open and released OR time in the next seven days, logs each slot to a Google Sheets board, and posts the available time to Slack so eligible surgeons' schedulers can request it before it goes unused.
Automated QGenda Preference Card Alerts
WebRun cross-checks each scheduled case's procedure in QGenda against the surgeon's preference card log in a Google Sheet every night, flags anything that doesn't match, and emails your OR supply coordinator in Outlook so the tray gets corrected before the morning.
Automated Transport No-Show Reconciliation
WebRun compiles every transport request marked no-show or canceled at pickup in Patient Focused Systems, logs the reasons to a Google Sheet, and posts your ops team a Slack summary for the morning huddle.
Automated Care Logistics EVS Clean Nudges
Every 10 minutes, WebRun checks Care Logistics for clean requests sitting unanswered past target, texts the assigned EVS tech through Twilio, and logs the nudge and response time to a Google Sheet so EVS leadership can see where the backlog is building.
Automated TeleTracking ED Hold Status Updates
Every hour, WebRun pulls the current ED hold count and hold hours from TeleTracking, logs it to a Google Sheet for trending, and posts a status update to Microsoft Teams so bed management always knows where holds stand.
Automated RetailEdge Bakeware Demand Recap
Every Monday, WebRun compares this season's bakeware sales in RetailEdge to the same period last year, logs the trend to Google Sheets, and posts a recap to Telegram.
Automated MicroBiz Slow Notebook Clearance List
Every Monday, WebRun finds notebook lines in MicroBiz that are not selling, builds a clearance and markdown suggestion list in Google Sheets, and messages you on Telegram so you can decide what to mark down.
Automated LithosPOS Regular Winback Drafts
Every Monday, WebRun finds regulars in LithosPOS who haven't bought in the last few weeks, drafts a personal WhatsApp message offering their usual order, and leaves it in your queue to review and send.
Automated Crafter Win-Back Emails
Each week, WebRun opens Rain POS, finds loyalty members who have not shopped in months, and drafts each a personal win-back email for you to approve.
Automated Copyt Hot Model Restock Alerts
Every morning, WebRun checks sell-through velocity in Copyt, compares it to current demand on Whatnot, and alerts you in Slack when a model is worth restocking.
Automated Slow Tea Blend Clearance Alerts
Every Monday, WebRun finds blends selling slower than usual in ClearTEQ POS, builds a clearance list with a suggested markdown in Google Sheets, and pings your Telegram group so the team can decide what to mark down.
Automated Sintel Loyalty Winback Drafts
Every Monday, WebRun finds Sweet Tooth Club members in Sintel Systems who haven't bought in 45 days, drafts a personal winback email or text in Klaviyo for each, and logs the list to Google Sheets for staff to review before sending.
Automated Post Holiday Clearance Markdowns
The Monday after any holiday push, WebRun finds seasonal stock still sitting in Artisan POS, checks its cost and margin in QuickBooks, and suggests a markdown percentage to move it before it ties up a shelf all season.
Automated Loyalty Tier Upgrade Drafts
WebRun checks VitaHealth POS each night for members who crossed into a new loyalty tier, and drafts a congratulations message in Klaviyo naming their new perk for your team to review before sending.
Automated GiftLogic Overstock Clearance Alerts
Every Monday, WebRun finds GiftLogic SKUs that have been sitting too long, suggests a markdown for each in Google Sheets, and pings your manager on Telegram to review before any price changes.
Automated Peblla Seasonal Drink Launch Drafts
Every Monday, WebRun reads Peblla for the custom modifier combinations customers keep building on their own, drafts a suggested seasonal drink and an Instagram caption to announce it, and leaves both queued for your review.
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Automated Markt POS Primal Reorder Alerts
Every morning, WebRun checks primal cut stock levels in Markt POS, drafts a reorder purchase order in QuickBooks for review, and texts the manager which cuts are running low.
Automated Bsale Low Stock Alerts
Every morning, WebRun checks Bsale stock levels across every location against your reorder thresholds, flags what is running low, and messages your purchasing manager on WhatsApp so nothing sells out unnoticed.
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