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 Photography Revenue by Shoot Type Report
On the first of each month, WebRun pulls completed invoices from Tave, groups revenue by shoot type such as wedding, portrait, and commercial, and posts a clean summary to Slack so you know exactly where your income comes from.
Automated Pixieset Print Order Fulfillment Routing
When a new print order arrives in Pixieset, WebRun reads the order details and drafts a lab submission or notification for your review, so orders move to fulfillment quickly and nothing gets missed.
Automated Photography Mini-Session Waitlist Outreach
When a mini-session slot opens up, WebRun checks your waitlist in HoneyBook, drafts personalised outreach for the next eligible contacts, and queues the messages for your approval before anyone is contacted.
Automated Photography Inquiry Replies
When a new inquiry lands in HoneyBook, WebRun reads the details, drafts a warm, personalised reply with your packages and availability, and queues it for your approval before anything is sent.
Automated Photography Gallery Delivery Follow-Up
After a gallery goes live in Pixieset, WebRun drafts a personalised follow-up email nudging the client toward print products and a review, then queues it for your approval.
Automated Photography Final Payment Reminders
Every day, WebRun checks HoneyBook for upcoming shoots with an outstanding balance, drafts a friendly payment reminder for each client, and queues it for your approval so you arrive on the day already paid.
Automated Photography Contract Signature Chaser
Every day, WebRun checks HoneyBook for contracts that have been sent but not yet signed, drafts a polite nudge for each client, and queues the reminders for your approval before they go out.
Automated Photography Anniversary Rebooking Outreach
Every day, WebRun checks HoneyBook for clients whose shoot anniversary is coming up in the next 30 days, drafts a warm personalised rebook outreach, and queues it for your approval before anything is sent.
Automated Photography Album Proof Approval Chaser
Every day, WebRun checks Studio Ninja for album proofs that have been sent but not yet approved, drafts a polite nudge for each client, and queues the reminders for your review before they go out.
Automated Pharmacy Will-Call Return-to-Stock Worklist
Every morning, WebRun scans BestRx for prescriptions that have been sitting in will-call past your return-to-stock threshold and produces an actionable worklist for your technicians.
Automated Pharmacy Refill Reminders
Every morning, WebRun checks PioneerRx for prescriptions due for refill in the next 7 days, drafts a personalized SMS or email reminder for each patient, and queues them for a pharmacist to review before sending.
Automated Pharmacy Prescription Ready Notices
When PioneerRx marks a prescription as filled and ready, WebRun drafts an SMS or email pickup notice for the patient and queues it for pharmacist approval before sending.
Automated Pharmacy Prior Authorization Tracking
Every morning, WebRun checks PioneerRx for prescriptions with open prior authorization requests, logs their status to a Google Sheet, and posts an aging summary to Slack so your team knows which PAs need a follow-up call today.
Automated Pharmacy Med Sync Appointment Prep
Every morning, WebRun checks PioneerRx for med sync appointments scheduled in the next 3 days, builds a preparation checklist for each patient, flags any insurance or stock issues, and drafts a confirmation message for pharmacist review.
Automated Pharmacy Drug Reorder Purchase Orders
Every morning, WebRun checks Liberty Software for medications that have fallen below reorder point, drafts a purchase order for your primary wholesaler, and queues it in Slack for a pharmacist to review and submit.
Automated Pharmacy Insurance Claim Rejection Worklist
Every morning, WebRun checks Liberty Software for insurance claim rejections from the prior day, categorizes each by rejection code, and posts a prioritized worklist to Slack so your billing staff know exactly which claims to rework first.
Automated Pharmacy Immunization Outreach
Every week, WebRun checks Liberty Software for patients with upcoming or overdue immunizations, drafts a personalized vaccine outreach message for each, and queues the batch in Slack for a pharmacist to review before any message is sent.
Automated Pharmacy Medication Expiry Alerts
Every week, WebRun scans BestRx for medications expiring within 90 days, builds a prioritized shelf-expiry worklist, and posts it to Slack so your team can rotate, return, or quarantine stock before it expires.
Automated Pharmacy Daily Script Volume Report
Every morning, WebRun pulls the prior day's prescription volume and revenue summary from BestRx and posts a clean digest to Slack so the pharmacist-owner can track performance without logging into the system.
Automated Pharmacy CII Controlled Substance Log Digest
Every night, WebRun pulls the day's controlled substance II dispense and receipt activity from PioneerRx, reconciles running balances, and sends a summary digest to Slack so the pharmacist-in-charge can verify counts before close.
Automated Pharmacy Medication Adherence Outreach
Every week, WebRun identifies patients in PioneerRx who have not refilled a chronic medication on schedule, drafts a personalized outreach message for each, and queues them in Slack for a pharmacist to review before sending.
Automated Optometry Recall Gap Worklist
Every week, WebRun scans your patient database for patients past their recall date with no upcoming appointment booked, and delivers a prioritized worklist to your team.
Automated Optometry Google Review Requests
Every evening, WebRun finds patients who completed their appointment today, drafts a personalized Google review request for each, and queues them for staff approval before anything is sent.
Automated Optometry Patient Balance Reminders
Every week, WebRun finds patients with balances past due, drafts a polite balance reminder for each, and queues them for your billing team to review before anything is sent.
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