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.

All categories
All categories
Automated EverLogic Parts Reorder Alerts
Every night, WebRun checks parts stock in EverLogic against each SKU's reorder point, logs a reorder list to a tracking sheet, and drafts a purchase order email to your vendor for the parts manager to review before it sends.
EverLogic›Google Sheets›Gmail
Automated DockMaster New Boat Listing Drafts
Every morning, WebRun checks DockMaster for boats newly added to inventory, drafts a listing description and specs for YachtWorld, and gives your sales team a ready-to-review post before it goes live.
DockMaster›YachtWorld›Slack
Automated Radon Invoice Payment Reminders
Every Monday, WebRun finds RadonEasy invoices past due, checks Stripe for any payment that already cleared, and drafts a polite reminder email for each client still outstanding.
RadonEasy›Stripe›Gmail
Automated QuoteIQ NFPA 96 Cleaning Reminders
Every Monday, WebRun reads each customer unit's cooking volume classification and last cleaning date in QuoteIQ, works out who is coming due for their NFPA 96 interval, and posts the week's booking list to Telegram so the office can get everyone scheduled before they lapse.
QuoteIQ›Google Calendar›Telegram
Automated ArcSite Review Request Drafts
A few days after ArcSite marks a job complete, WebRun drafts a personal review request email with your Google Business Profile link, checks that the customer hasn't already left one, and leaves the draft for your office to send.
ArcSite›Gmail›Google Business Profile
Automated Estimate Rocket Inspection Request Replies
The moment a homeowner submits an inspection request on your site, WebRun creates the lead in Estimate Rocket, drafts a fast text reply with a Calendly link to the next available slots, and readies it for your office to send.
Estimate Rocket›Twilio›Calendly
Automated GorillaDesk Emergency Call Replies
The moment a same-day emergency inquiry comes in, WebRun drafts an instant text reply for the customer and emails your dispatch manager the details so someone can get back to the caller right away.
GorillaDesk›Twilio›Gmail
Automated FieldServio Oil Change Reminders
WebRun checks FieldServio every morning for units approaching their oil change interval by run hours or calendar time, logs the due list to Google Sheets, and alerts dispatch on Slack so the visit gets scheduled before the engine runs past interval.
FieldServio›Google Sheets›Slack
Automated Tinsel CRM Material Restock Alerts
Every Monday, WebRun checks Tinsel CRM material inventory against upcoming jobs, logs anything falling below your restock threshold to Google Sheets, and drafts a purchase order for review in your Slack ops channel.
Tinsel CRM›Google Sheets›Slack
Automated Arborgold Route Completion Checks
Every night during a storm, WebRun checks Arborgold for any route or stop still marked incomplete, posts a Slack summary of what is outstanding, and logs the storm's completion record to a Sheet.
Arborgold›Slack›Google Sheets
Automated DripJobs Gutter Guard Upsell Drafts
WebRun finds completed installs without gutter guards, drafts a personalized upsell email explaining the benefit and price, and posts your sales rep a Slack digest of drafts ready to send.
DripJobs›Gmail›Slack
Automated Smart Service Repair Quote Drafts
WebRun checks Smart Service for inspections that failed or found needed repairs, drafts a repair estimate in QuickBooks for each, and drafts a follow-up email in Gmail summarizing the recommended work for the office to review before sending.
Smart Service›QuickBooks›Gmail
Automated Medication Kiosk Restock Alerts
WebRun checks kiosk medication stock levels in adherent360 every hour, posts a restock alert to your pharmacy ops channel before a kiosk empties, and logs each restock event to a sheet.
adherent360›Slack›Google Sheets
Automated PeriWatch Maternal Early Warning Alerts
WebRun reads each mother's vitals in PeriGen, scores them against your maternal early warning criteria, and alerts the charge nurse in Teams the moment a patient crosses into the danger zone.
PeriGen›Microsoft Teams›Google Sheets
Automated symplr Incomplete Application Alerts
Every morning, WebRun checks symplr for applications missing a required item, logs each gap to a tracking sheet, drafts a follow up email in Outlook for your credentialing specialist to review and send, and prepares the missing form in DocuSign without sending it.
symplr›Google Sheets›Outlook›+1
Automated Telemetry Lead Off Signal Flags
WebRun watches the Norav Medical central station for lead-off and signal-loss flags, pings the monitoring tech in Slack to check the patient, and logs repeat offenders to Google Sheets.
Norav Medical›Slack›Google Sheets
Automated WellSky Protocol Compliance Flags
Every night, WebRun reviews the day's completed treatments in WellSky against the active respiratory protocols, logs each deviation to Google Sheets, and alerts the RT supervisor in Microsoft Teams.
WellSky›Google Sheets›Microsoft Teams
Automated Computrition Meal Satisfaction Survey Drafts
WebRun finds patients on day 3 or later of their stay in Computrition, drafts a short meal satisfaction text for your patient experience team to review and send, and logs every response in a Google Sheet for the food service director.
Computrition›Twilio›Google Sheets›+1
Automated Digisonics Hemodynamics Data Flags
WebRun scans each pending cath case in Digisonics for missing hemodynamic values like cardiac output or wedge pressure, and posts a Slack flag naming the exact gap so the tech can fill it in before signoff.
Digisonics›Slack
Automated Clinisys Client Onboarding Checklist
When a new outreach client signs, WebRun sets up their checklist in Clinisys, drafts the welcome email with the supply and interface setup steps, and posts daily progress to your onboarding Slack channel until every step is done.
Clinisys›Gmail›Slack
Automated Visage 7 Peer Review Reminders
WebRun tracks which peer review cases are assigned and overdue in Visage 7, and reminds each radiologist in Microsoft Teams until their reviews are complete.
Visage Imaging›Microsoft Teams
Automated NRC Health Critical Feedback Escalation
When a round captures a critically low score or comment, WebRun pages the on-call patient experience leader through PagerDuty and logs the case in an internal Outlook email so nothing falls through.
NRC Health Rounding›PagerDuty›Outlook
Automated Isolation Room Cleaning Priority Alerts
The instant FacilityRF logs a new isolation precaution clean request, WebRun texts the assigned housekeeper through Twilio to clean it ahead of routine requests, with the precaution category and required PPE.
FacilityRF›Twilio
Automated ShiftWizard Premium Labor Spend Report
WebRun totals overtime, incentive, and agency premium pay logged in ShiftWizard each week, logs the spend by unit to Google Sheets, and marks the pay-period close date on Google Calendar so finance gets a clean cutoff.
ShiftWizard›Google Sheets›Google Calendar

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.