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 Migraine Botox Prior Authorization
WebRun finds upcoming chronic migraine Botox visits in Nexus Clinical, drafts the CoverMyMeds prior authorization request with diagnosis and treatment history, and posts the billing team a Microsoft Teams worklist of every request still waiting on submission or payer approval.
Automated Informed Consent Tracking
Every morning, WebRun checks Progeny Clinical for upcoming test orders, confirms the informed consent envelope status in DocuSign, and posts a Slack alert for any patient whose consent is missing, expiring, or unsigned.
Automated Post-Op Catheter Removal Checks
WebRun finds patients due for a voiding trial after catheter removal in NextGen Healthcare, logs the post void residual against their Laborie baseline, and posts a nurse alert to Slack with a drafted callback note for any failed trial.
Automatic Home Oxygen Order Tracking
Every morning, WebRun checks ModuleMD for new and pending home oxygen orders, prepares the order fax for the ordering physician to sign off, and posts a Slack digest of orders awaiting signature or DME confirmation.
Automatic HCC Surveillance Scan Reminders
WebRun checks gGastro (ModMed) each week for cirrhosis and hepatitis B patients due for their next HCC surveillance ultrasound, books the open slot in Google Calendar, and drafts a reminder email in Gmail queued for staff review before it goes out.
Automated Hospital Discharge Referral Intake
Every hour, WebRun reads new hospital discharge referral emails in Gmail, creates the matching patient record in CureMD, and holds a first visit slot in Calendly based on how urgent the referral is.
Nextech Automated Reconstruction Referral Tracking
WebRun checks Nextech each Monday for Mohs defects referred out for reconstruction, tracks the signed authorization in DocuSign, and drafts a follow-up nudge in Gmail to the reconstructive surgeon's office for any referral not yet scheduled.
Automated Bukku LHDN E-Invoice Rejection Alerts
Every morning, WebRun opens Bukku, checks the LHDN submission status of every e-invoice, flags anything rejected or stuck pending, and pings you on Telegram with what needs fixing before it becomes a compliance headache.
Automated Sapaad Multi-Branch Sales Comparison
Every Monday, WebRun pulls last week's sales from every outlet in Sapaad, ranks branches by revenue and by growth, and posts the comparison to Slack and WhatsApp so leadership sees which locations need attention.
Automated CONTPAQi Expense Receipt Capture
The moment an employee sends a receipt photo on WhatsApp, WebRun reads the amount, vendor, and date, drafts a matching expense entry in CONTPAQi for the accountant to approve, and logs it to a sheet.
Automated Alegra Low Stock Alerts
Every morning, WebRun opens Alegra, checks every product's stock level against its reorder point, drafts a reorder email to the supplier for anything running low, and pings your purchasing team on Telegram.
Automated Tally Ledger Discrepancy Alerts
Every evening, WebRun scans TallyPrime ledgers for negative cash balances, mismatched opening balances, and duplicate vouchers, logs each issue to Google Sheets, and flags your accountant on WhatsApp.
Automated Qoyod Overdue Invoice Reminders
Every Monday, WebRun opens Qoyod, finds invoices past their due date, drafts a polite WhatsApp reminder for each customer for you to approve, and adds a follow up reminder to Google Calendar for the largest balances.
Automated Wafeq Monthly Financial Statements
On the first of each month, WebRun pulls your profit and loss, balance sheet, and cash flow statement from Wafeq, logs the key figures to a trend sheet, and emails the full statement to leadership.
Automated Khatabook Month End Outstanding Report
On the last day of the month, WebRun totals every customer's outstanding udhaar in Khatabook, emails you the full list, and stages a closing entry in Tally.
Automated Deskera Lead Follow-Up Alerts
The moment a new lead lands in Deskera CRM, WebRun drafts a personal follow-up email in Gmail and alerts the right rep in Slack so no lead waits overnight for a reply.
Automated iKhokha Overdue Invoice Follow-Ups
WebRun checks which invoices tied to your iKhokha account are past due, drafts a polite WhatsApp reminder for each customer, and posts your team a Slack list of who still owes you.
Automated Yoco Peak Hour Sales Heatmap
Every night, WebRun adds today's Yoco takings by hour to a running heatmap in Google Sheets, and posts your weekly Telegram digest of which hours and days are actually your busiest.
Automated SASSIE Shop Deadline Follow-Ups
When an assigned shop's due date is within 24 hours and still not submitted, WebRun drafts a status check email to the shopper in Gmail and alerts your ops team in Slack so someone can step in before the client notices a gap.
Automated BCC Software Mail Job Status Alerts
WebRun checks BCC Software throughout the day, catches every mail job that changes production stage or stalls past its target time, and posts your production team a live Slack alert so nothing sits unnoticed.
Automated LoanPro Hardship Follow-Ups
Every Monday, WebRun opens LoanPro to check every active hardship or forbearance plan against its modified terms, drafts a check-in email in Gmail for any borrower falling behind, and posts an at-risk list to your loss mitigation team in Slack.
Automated Credit Repair Cloud Dispute Letters
Every Monday, WebRun checks Credit Repair Cloud for clients ready for their next dispute round, drafts a dispute letter for each negative item in Google Docs, leaves every letter unsent for a case manager to review, and posts the team a Slack list of what's ready.
Automated RDN Lender SLA Breach Alerts
WebRun checks every open assignment against its lender's required update window and alerts your team before a missed update turns into an SLA breach.
Automated PermitFlow Missing Document Requests
Every morning, WebRun checks PermitFlow for permits missing a required document, drafts a request email to the contractor or architect naming exactly what's missing, and posts a Slack log of what's still outstanding.
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