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 Driver Schedule No-Show Follow-Up List
Every night, WebRun checks Driver Schedule for rides marked as no-show or missed pickup, logs each one to a Google Sheet, and posts a follow-up list to Telegram so your team knows exactly who to call the next morning.
Automated Alora EVV Clock-In Exception Alerts
Every 15 minutes, WebRun checks Alora for missed clock-ins, late arrivals, and geofence exceptions on respite shifts, posts the exception list to Slack, and drafts an urgent text in Twilio for shifts more than 15 minutes late with no check-in.
Automated MedVision IDT Meeting Notes Digest
Every Monday, WebRun reads the interdisciplinary team meeting notes logged in MedVision QuickCap for each participant, compiles the action items and follow ups into a Google Sheet, and posts a Slack digest so nurses, social workers, and therapists know exactly what to do next.
Automated StoriiCare Engagement Reporting
Every Monday, WebRun pulls each resident's activity participation from StoriiCare, compiles a weekly engagement report in Google Drive, and emails the administrator a summary of who is engaging and who has pulled back.
Automated ECP Lease Renewal Reminders
Every Monday, WebRun opens ECP, finds every residency agreement expiring in the next 60 days, prepares the renewal in DocuSign with the fields filled in but left unsent, and logs the status in a Google Sheet for your business office to review and send.
Automated ElderSuite Fall Incident Alerts
As soon as a fall incident is logged in ElderSuite, WebRun texts the on-call nurse supervisor right away, and posts the full incident detail to Telegram for your safety and QA log.
Automated Sigmund Insurance Authorization Tracking
WebRun checks every active authorization in Sigmund Software each morning, logs the days and sessions remaining to a tracker sheet, and drafts a renewal request for the utilization review team to review before it goes to the payer.
Automated Zoobook Guest Dosing Request Tracking
WebRun checks Zoobook Systems for new guest dosing requests, drafts the request email to the host clinic in Outlook for staff to send, and tracks each reply so nothing sits unanswered.
Automated Sobriety Hub Shift Handoff Notes
At the end of each shift, WebRun pulls the day's key events from Sobriety Hub, drafts a handoff summary for the outgoing manager to confirm, and posts it for the next shift.
Automated LongevityEHR Referral Performance Report
On the 1st of every month, WebRun opens LongevityEHR, tallies how many new members each existing member referred and how many converted to paid memberships, and builds a ranked Google Sheets report so you know exactly which members are your best advocates.
Automated Vein Clinic Monthly Revenue Recap
On the first business day of each month, WebRun pulls every completed procedure from 1st Providers Choice, totals revenue by procedure type such as sclerotherapy, EVLT, and ambulatory phlebectomy, and logs a clean monthly recap to Google Sheets for the practice owner.
Automated Cerbo Functional Medicine Lab Digest
Every morning, WebRun scans Cerbo for lab results that arrived since the last run across every functional and standard panel, logs each one to a running tracker, and emails your care team a clear summary so nothing slips past a busy schedule.
Automated OptiMantra Lapsed Patient Check Ins
WebRun scans OptiMantra every Monday for patients who completed their induction series but haven't returned for a maintenance session in 60 days, logs them to a tracker, and drafts a gentle check-in text for staff to review.
Automated Intellicure HBOT Missed Session Follow Up
Every morning, WebRun checks Intellicure for patients who missed a scheduled dive session and drafts a friendly follow-up email offering to reschedule, ready for your front desk to review and send.
Automated HelmBot New Member Welcome Emails
The moment someone joins in HelmBot, WebRun drafts a personalized welcome email in Mailchimp with first visit tips, and posts the front desk a Slack heads up so they can greet the new member by name.
Automated Mangomint Laser Session Reminders
Every morning, WebRun checks Mangomint for clients due for their next session in an active laser hair removal series, drafts a WhatsApp reminder for each one, and posts the day's queue to Slack for your front desk to review.
Automated HRT Control Monthly Revenue Reports
On the first of each month, WebRun pulls hormone therapy revenue and collections from QuickBooks, checks it against HRT Control visit and refill counts, and emails the owner a clean monthly summary.
Automated PatientNow Monthly Revenue Recaps
WebRun compiles PatientNow's program enrollments, packages sold, and payment status each month, builds a revenue breakdown in a Google Sheet, and emails you a recap so you always know how the practice performed.
Automated PracticeQ New Client Intake Briefing
When a new client submits their PracticeQ intake form, WebRun summarizes their health history and allergies, emails the assigned nurse a briefing, and posts a heads-up in Slack.
Automated AestheticsPro Membership Renewal Reminders
Every morning, WebRun finds AestheticsPro memberships due to renew soon, drafts a friendly renewal reminder for each member, and pings your team in Telegram once the drafts are ready for review.
Healthie Automatic Physician Referral Intake
WebRun reads new physician referrals arriving by email, logs each one to a referral tracker, drafts a scheduling outreach and a referral acknowledgment for your review, and flags any referral missing the details needed to book.
Automatic Home Infusion Coordination
WebRun finds patients starting or continuing home infusion therapy in Cellma, holds the nurse visit slot in Google Calendar, and posts your home infusion team a Telegram alert with this week's visit schedule.
Glooko Automated DSMES Class Scheduling
Every Monday, WebRun finds patients in Glooko who are due for diabetes self-management education, checks Google Calendar for upcoming class dates and open seats, and drafts a class invite email in Gmail for each eligible patient.
Automatic DXA Rescan Due Reminders
WebRun checks Hologic Horizon DXA for patients due for their next bone density scan, drafts a reminder in Solutionreach for staff to review, and lines up open Google Calendar slots so the front desk can rebook in one pass.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.