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 Optometry No-Show Rebook Outreach
Every afternoon, WebRun finds patients who did not show for their appointment today, drafts a friendly rebook outreach for each, and queues the messages for staff review before sending.
Automated New Patient Intake Form Delivery
When a new patient appointment is booked, WebRun drafts a welcome message with intake and insurance form links and queues it for staff approval before anything is sent.
Automated Optometry Insurance Eligibility Check
Every evening, WebRun checks tomorrow's schedule, runs eligibility verification for each patient's vision and medical insurance, and delivers a prep sheet to your team before the day starts.
Automated Eyewear Ready for Pickup Notices
WebRun checks your optical orders, finds frames and lenses marked ready, drafts a pickup notice for each patient, and queues them for review before anything is sent.
Automated Optical Frame Inventory Reorder
WebRun checks your optical frame inventory, finds styles below the par level you set, drafts purchase orders to the relevant frame reps, and queues them for your optical manager to review.
Automated Optometry Morning Huddle Digest
Every morning, WebRun pulls today's schedule, flags schedule gaps and key patient notes, and posts a concise huddle digest to Slack so your team starts the day aligned.
Automated Contact Lens Reorder Reminders
WebRun tracks contact lens supply based on prescription details, drafts a reorder reminder for patients likely running low, and queues the messages for your staff to approve.
Automated Optometry Claim Rejection Worklist
Every morning, WebRun pulls rejected insurance claims from your practice management system, categorizes them by rejection reason, and delivers a prioritized worklist to your billing team.
Automated Optometry Annual Exam Recall
WebRun finds patients whose annual exam is overdue, drafts a personalized recall message for each, and queues them for your review before anything is sent.
Automated Music Lesson Waitlist Slot Matching
When a lesson slot opens up, WebRun matches it to the right waitlisted family, drafts an offer email, and holds it for your approval before any contact is made.
Automated Music Tuition Payment Recovery
When a tuition autopay fails, WebRun spots it in Fons, drafts a polite recovery message to the family, and queues it for your approval before anything is sent.
Automated Music Trial Lesson Follow-Up Emails
After a trial lesson, WebRun drafts a warm follow-up email to the family and queues it for your review, so no prospective student slips through the cracks.
Automated Music Teacher Daily Schedule Digest
Each morning, WebRun reads the day's lessons from My Music Staff and posts each teacher a personalised schedule digest in Slack so they know exactly what is ahead.
Automated Music Recital Registration Reminders
Before the recital registration deadline, WebRun finds families who have not yet signed up, drafts a reminder email for each, and holds them for your approval before sending.
Automated Music Lesson Progress Updates for Parents
Each week, WebRun reads teacher lesson notes in My Music Staff, drafts a personalised progress update for each family, and holds the batch for teacher review before anything is sent.
Automated Music Tuition Overdue Payment Chaser
Each week, WebRun finds overdue tuition balances in My Music Staff, drafts a polite chaser for each family, and holds every message for your review before it is sent.
Automated Music School Student Onboarding Emails
When a new student enrols, WebRun drafts a welcome email with all the practical details and queues it for your approval before anything is sent to the family.
Automated Music School Monthly Enrollment Report
On the first of each month, WebRun pulls enrolment and billing data from My Music Staff and posts a concise summary to Slack so you know exactly where the business stands.
Automated Music Makeup Lesson Scheduling
When a lesson is marked absent in My Music Staff, WebRun finds available makeup slots, drafts an offer email to the family, and holds it for your approval before sending.
Automated Music Lesson Reminder Emails
Before each lesson, WebRun drafts a personalised reminder for the student's family, queues it for your review, and sends it once you approve.
Automated Music Student Winback Outreach
Each week, WebRun finds students who stopped lessons without a formal withdrawal, drafts a warm winback message for each family, and holds it for your review before anything is sent.
Automated Marina Waitlist Slip Assignment
When a slip becomes vacant in Molo, WebRun finds the best-fit boater on your waitlist, logs the match in Google Sheets, and drafts an offer email for your dockmaster to review and send.
Automated Marina Slip Contract Renewal Reminders
WebRun finds slip leases expiring soon in Molo, drafts a personalized renewal offer for each boater, and queues every message for your review before anything is sent.
Automated Marina Service Work Order Status Updates
WebRun checks open service work orders in DockMaster, drafts a status update for each boater whose job moved forward, and posts a technician workload summary to Slack for your service manager.
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