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 Interior Design Receiving and Damage Log
WebRun updates your receiving and damage inspection log in Google Sheets as items arrive, flags any damage notes against the relevant Mydoma Studio order, and posts a Slack alert when something needs immediate attention.
Automated Houzz Pro Proposal Follow-Up
WebRun checks your Houzz Pro proposals for unsigned estimates, drafts a polite follow-up to each client, and posts you a daily list of who still needs to sign.
Automated Interior Design Client Status Updates
Every week, WebRun pulls the latest milestones, deliveries, and open items from your Mydoma Studio projects and drafts a clear, professional status update for each active client, ready for your review before sending.
Automated Interior Design Procurement Tracking
WebRun checks your open purchase orders in Mydoma Studio, looks up vendor shipping and status updates, and posts a daily digest to Slack so you always know where every item stands.
Automated Interior Design Review Request Emails
When a project is marked complete in Houzz Pro, WebRun drafts a personalised review request email for the client and posts you a Slack reminder so you can send it at the perfect moment.
Automated Interior Design Invoice Reminders
WebRun checks your Houzz Pro projects for upcoming and overdue milestone invoices, drafts a polite payment reminder for each client, and posts you a Slack list so every invoice gets chased on time.
Automated Interior Design Install Day Prep
WebRun checks your upcoming installs in Houzz Pro, pulls the project schedule and delivery status from your procurement tracker, and posts your team a prep digest the morning before each installation day.
Automated Interior Design Lead Follow-Up
After a consultation call, WebRun pulls the lead from your Houzz Pro CRM, drafts a warm follow-up email, and logs the contact in a tracking sheet so no prospective client falls through the cracks.
Automated Interior Design Backorder Client Updates
WebRun finds backordered items across your Mydoma Studio orders, drafts a clear client update email for each affected project, and posts you a Slack alert so every client hears from you before they have to ask.
Automated Home Care Weekly Census Report
Every Monday, WebRun pulls the current active-client census from WellSky, breaks it down by service type, payer, and geography, and posts a concise digest to Slack and a detailed sheet to Google Sheets for leadership review.
Automated Home Care Open Shift Filling
When an open shift appears in AlayaCare, WebRun identifies qualified available caregivers, drafts individual outreach messages for a coordinator to review, and logs the fill attempt in Google Sheets.
Automated Home Care Private-Pay Invoice Chaser
Every Monday, WebRun finds overdue private-pay invoices in QuickBooks, and drafts a polite payment reminder email for each family for a billing coordinator to review and send.
Automated Caregiver Overtime Risk Digest
Every morning, WebRun scans AxisCare for caregivers approaching weekly overtime thresholds and posts an internal Slack digest so schedulers can rebalance shifts before overtime costs accrue.
Automated Home Care Referral Intake Routing
When a new referral arrives in WellSky, WebRun reads the referral details, checks for intake capacity, assigns it to the right coordinator, and posts an internal Slack notification so the team can act within the hour.
Automated Missed EVV Clock-In Alerts for Home Care
WebRun monitors AxisCare for scheduled visits where the caregiver has not clocked in on time, and immediately posts an internal alert to Slack so a coordinator can intervene before the client is left without care.
Automated Home Care Visit Notes Documentation Chaser
Every morning, WebRun finds visits in Aaniie with incomplete or missing documentation and drafts a reminder message to the caregiver for a supervisor to review and send before the billing window closes.
Automated Home Care Family Update Drafts
After each completed visit, WebRun reads the visit notes in AlayaCare and drafts a warm, plain-language family status update in Gmail for a care coordinator to review and send.
Automated Caregiver Birthday and Anniversary Recognition
Each morning, WebRun checks AxisCare for caregiver birthdays and work anniversaries happening today or this week, and drafts a personal recognition message in Gmail for the supervisor to review and send.
Automated Caregiver Credential Expiry Alerts
WebRun scans AxisCare for caregiver licenses, CPR cards, and certifications nearing expiry, posts an internal alert to Slack, and drafts renewal reminder emails for a coordinator to review before sending.
Automated Home Care Plan Reauthorization Reminders
WebRun monitors AlayaCare for care plans due for review or reauthorization within 30 days, posts an internal Slack reminder, and drafts a summary for the clinician to approve before sending to the payer.
Automated Home Care Payer Authorization Tracking
WebRun checks WellSky for payer authorizations expiring within 30 days, posts an internal Slack digest to the billing team, and drafts a renewal request for each at-risk client for a coordinator to review before submitting.
Automated HOA Work Order Vendor Dispatch
When a new work order lands in TownSq, WebRun reads the issue type, matches it to the right vendor from your roster, and drafts a dispatch email for the manager to approve and send.
Automated HOA Violation Notice Drafting
When a new violation is logged, WebRun pulls the details from Vantaca, drafts a formal CC&R notice citing the correct rule, and queues it for the manager to review and approve before it reaches the homeowner.
Automated HOA Violation Cure Deadline Tracking
Every morning, WebRun checks Vantaca for open violations approaching or past their cure deadline, updates the compliance tracker in Google Sheets, and drafts follow-up notices for the manager to review.
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