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 Cerbo Monthly Revenue Report
On the first of every month, WebRun pulls visit volume and dispensary sales from Cerbo, matches revenue and outstanding balances in QuickBooks, and compiles a monthly report in Google Sheets comparing this month to last.
Automated OptiMantra Infusion Series Digest
WebRun checks OptiMantra for every patient's infusion series, flags anyone who has fallen behind schedule or is due for their next session, and posts a clinical team digest so no series stalls.
Automated Intellicure HBOT Patient Reactivation Drafts
Every Monday, WebRun opens Intellicure to find patients who haven't returned in 21 days without a formal discharge, logs them to a reactivation list, and drafts a check in email inviting them back.
Automated HelmBot Member Review Requests
Every morning, WebRun opens HelmBot to find members who just completed their fifth session with no complaint on file, drafts a review request email in Gmail, and logs each ask to a Google Sheet so nobody gets asked twice.
Automated Mangomint Consult Follow Up Drafts
Every morning, WebRun finds new clients who completed a consult or intake form in Mangomint the day before, drafts a personalized follow up in Klaviyo encouraging them to book their first session, and posts the queue to Slack for your team to review.
Automated HRT Control Patient Reengagement Drafts
Every Monday, WebRun finds patients who've had no visit in 6 months in HRT Control, drafts a warm reengagement email for each, and logs the outreach in a tracker for staff to send and follow.
Automated PatientNow Missed Injection Follow-Ups
WebRun scans PatientNow each morning for patients who missed their scheduled GLP-1 injection window, drafts a check-in email for each, and logs every miss to a Google Sheet so your team can spot adherence patterns.
Automated PracticeQ IV Supply Reorder Alerts
Every morning, WebRun tallies IV bags and saline used against bookings in PracticeQ, checks stock levels in your inventory sheet, and drafts a reorder email to your supplier when levels run low.
Automated AestheticsPro Injectable Stock Alerts
Every morning, WebRun checks injectable and filler inventory in AestheticsPro, logs anything running low in a Google Sheet, and drafts a reorder email to your rep for review before it's sent.
Healthie Automatic New Client Intake Tracking
WebRun checks Healthie the day before each new client's first visit, confirms their intake questionnaire is complete and a payment method is on file in Stripe, and alerts your front desk in Slack to anything still missing.
Automated Factor Infusion Log Tracking
WebRun reviews each home-therapy patient's logged factor infusions in Cellma every week, flags missed doses or new breakthrough bleeds, and posts your nurse coordinator a Slack alert with who needs a follow-up call.
Glooko Automated DSMES Class Reschedule Outreach
Every morning, WebRun checks Glooko for patients who no showed or canceled a DSMES class, finds the next open session in Google Calendar, and drafts a reschedule text in Twilio for each patient, held for the coordinator to review before it sends.
Automatic DXA Appointment Reschedule Outreach
WebRun checks Weave for patients who missed or canceled a DXA scan appointment, confirms they still need a scan in Hologic Horizon DXA, and lines up new Google Calendar slots for the front desk to offer.
Automated Infusion Reschedule Outreach
WebRun finds canceled or no-show infusion visits in Nexus Clinical, checks Google Calendar for the next open chair time, and drafts a Solutionreach outreach message for staff to review and send offering the patient a new slot.
Automatic High Risk Screening Reminders
Every morning, WebRun checks Progeny Clinical for patients flagged high risk whose next screening is due soon, logs the due list to a Google Sheet, and drafts a Twilio text reminder for staff to review and send.
Automated Pessary Refit Reminders
WebRun checks athenahealth for patients due for a pessary refit, cross checks the original fitting details in Laborie's pelvic floor records, and drafts a reminder text in Twilio for staff to review before it goes to the patient.
Automatic COPD Exacerbation Follow-Up Calls
Every morning, WebRun checks ModuleMD for patients discharged after a COPD or asthma exacerbation, drafts a follow-up text in Twilio for the care team to review and send, and logs the outreach queue to a Google Sheet.
Automated GI Hepatology Referral Intake
WebRun checks Doximity each morning for new GI and hepatology referrals from outside providers, logs the intake details to gGastro (ModMed), books the new patient visit in Google Calendar, and drafts a welcome email in Gmail for staff to review.
Automatic HIV Viral Load Monitoring
Every Monday, WebRun checks CureMD for active HIV patients, flags anyone with a detectable viral load or an overdue draw, updates a Google Sheets suppression registry, and alerts the care team in Telegram.
Nextech Automated Pre-Op Blood Thinner Instructions
WebRun checks Nextech each morning for Mohs surgeries scheduled in the next week, flags any patient on a blood thinner or anticoagulant, and drafts a pre-op instruction message for your nurse to review before it reaches the patient.
Automated Bukku WhatsApp Receipt Capture
The moment a staff member WhatsApps a receipt photo, WebRun reads the vendor, amount, and date, creates a draft expense entry in Bukku for review, and pings your bookkeeper on Telegram that a new receipt is waiting to be approved.
Automated Sapaad Loyalty Redemption Tracking
Every Monday, WebRun reads Sapaad's loyalty module for points issued and redeemed last week, flags any manual point adjustment above your threshold, and posts a summary to Slack so loyalty stays a perk, not a leak.
Automated CONTPAQi Customer Statement Reports
On the first of each month, WebRun compiles every client's open invoices and payments from CONTPAQi into a statement of account, drafts it in Outlook for review, and logs which statements are ready to send.
Automated Alegra Rejected Invoice Alerts
Every morning, WebRun opens Alegra, checks the electronic invoicing status of every invoice issued, flags any that the tax authority rejected or observed, drafts a heads-up email to the customer, and posts your finance team a Slack list of what needs fixing.
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