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 ABA Session Note Completion Reminders
WebRun checks CentralReach each evening for sessions delivered but not yet documented, compiles a list of missing notes by therapist, and drafts reminder messages for your clinical director to review and send.
Automated RBT BCBA Credential Expiry Tracking
WebRun checks your staff credential records in CentralReach each week, flags any RBT or BCBA certifications expiring within 60 days, posts an internal digest to Slack, and drafts renewal reminder messages for your HR lead to review.
Automated ABA Parent Progress Update Drafts
WebRun pulls session data and goal progress from CentralReach each week, drafts a parent-friendly progress summary for each active client, and queues the messages in Gmail for your BCBAs to review before sending.
Automated ABA No-Show and Cancellation Report
WebRun pulls no-show and cancellation data from CentralReach each Monday, calculates rates by therapist and client, and posts a weekly report to Slack so your clinical team can spot attendance patterns and take action before they affect authorizations.
Automated ABA Intake Waitlist Routing
WebRun reviews new intake submissions and your waitlist in CentralReach each morning, matches open slots to eligible clients, and posts a routing digest to Slack so your intake coordinator always knows who to contact next.
Automated ABA Claim Denial Worklist
WebRun pulls denied and rejected claims from CentralReach each morning, groups them by denial reason and payer, and posts a prioritized worklist to Slack so your billing team can begin appeals before the deadline passes.
Automated ABA Canceled Session Makeup Scheduling
WebRun reviews canceled sessions in CentralReach each morning, identifies clients who need makeup appointments, and drafts family outreach messages for your scheduling team to review and send.
Automated ABA Authorization Units Burn-Rate Alerts
WebRun reviews authorized and used units in CentralReach each morning, calculates burn rates for each active client, and posts a Slack alert when a client is on track to exhaust units early or to drastically underutilize their authorization.
Automated ABA Authorization Expiry Tracking
WebRun checks your active authorizations in CentralReach every morning, flags any expiring within 30 days, and posts a worklist to Slack while drafting renewal request letters for your billing team to review.
Automated Senior Living Waitlist to Vacancy Matching
When a unit becomes available, WebRun checks the waitlist for prospects who match the room type and care level, scores the top fits, and alerts the admissions team with a draft outreach message ready to approve.
Automated Senior Living Tour Lead Follow-Up
After a tour, WebRun pulls the lead from your CRM, drafts a warm follow-up message, and queues it for a staff member to review and send.
Automated Senior Living Staff Credential Compliance Tracking
WebRun reviews staff credential records each week, flags any license or certification expiring in the next 60 days, and drafts a renewal reminder email for the HR team to review and send.
Automated Senior Living Resident Birthday List
Every Monday, WebRun pulls resident birthdays for the coming week from your care system, formats a celebration-ready list, and posts it to the life-enrichment team in Slack.
Automated Senior Living Occupancy Census Report
Each Monday morning, WebRun pulls the current census from your property management system, calculates occupancy by care level, and posts a move-out forecast digest to operations leadership.
Automated Senior Living Move-In Onboarding Checklist
When a new resident is added in your system, WebRun builds a personalised move-in checklist, notifies the care team, and drafts the welcome letter for staff to review.
Automated Senior Living Monthly Billing Review
Before each billing run, WebRun checks for care-level changes, ancillary charges, and missing fees in your system, compiles a review list in Google Sheets, and alerts the billing team to items that need attention.
Automated Senior Living Medication Reorder Reminders
WebRun reviews the eMAR each morning, identifies medications running low, and drafts a reorder request for the charge nurse to review and submit to the pharmacy.
Automated Senior Living Daily Incident Report Digest
WebRun pulls all incidents logged in the previous 24 hours, summarises them by type and severity, and posts a digest to the clinical leadership Slack channel before morning rounds.
Automated Senior Living Family Update Drafts
WebRun reads recent care notes and flags any resident with a change in condition, upcoming care plan review, or notable milestone, then drafts a personalised family update email for staff to approve.
Automated Senior Living Dining Preference Digest
Each Monday, WebRun pulls resident dietary restrictions, texture preferences, and allergy flags from your care system, formats a kitchen-ready digest, and posts it to the dining services team.
Automated Assisted Living Care Level Change Alerts
WebRun reviews completed assessments each morning, identifies residents whose care level has changed, and posts a prioritised worklist to the care and billing teams.
Automated Storage Website Lead Follow-Up
When a prospect submits an inquiry on your storage website, WebRun logs them to a lead sheet, drafts a personalised reply email for staff to approve, and posts an internal alert so no lead sits unanswered.
Stora Automated Daily Occupancy Report
Every morning, WebRun pulls your occupancy data from Stora, logs the breakdown to Google Sheets, and posts a clean daily snapshot to Slack so your team always knows what is rented, vacant, and reserved.
Stora Automated Tenant Insurance Expiry Reminders
Every week, WebRun checks Stora for tenants whose stored-goods insurance is expiring in the next 30 days, drafts a renewal reminder for each one, and logs the list to Google Sheets for staff review before any notice is sent.
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