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 Dental Unbilled Procedure Check
WebRun opens Dentrix at the end of each day, runs the Procedures Not Attached to Insurance report, lists the completed treatment with no claim, and posts the billing team a Slack worklist before the day closes.
Automated Coworking Upsell Opportunity Flags
WebRun reviews OfficeRnD each week for members bumping up against their plan limits, flags clear upgrade and add-on openings, logs them to a Google Sheet, and posts your team a Slack list of upsell conversations worth having.
Automated Weekly Pet Revenue Report
WebRun opens Gingr every Monday, totals last week's revenue across grooming, daycare, and boarding, logs the week to a running Google Sheet, and posts you a clear Slack summary so you know which services are carrying the business.
Automated Weekly Bookings Revenue Report
WebRun opens Travefy every Monday, totals the trips booked and revenue written in the past week, logs the figures in Google Sheets to build a running trend, and posts your team a clear Slack summary of bookings, revenue, and top destinations.
Automated Floify Stalled Loan Follow-Up
Each week, WebRun opens Floify, finds the applications that have stalled with no borrower activity for days, drafts a warm nudge to each borrower in Gmail, leaves it unsent for the loan officer to review, and pings the loan officer on Telegram with the list of files going cold.
Automated Client Review Scheduling
WebRun checks Redtail each morning for clients overdue for their periodic review meeting, drafts a scheduling email to each one in Gmail for your review, and posts the team a Slack list of who still needs a review on the calendar.
Automated TaxDome Organizer Distribution
At the start of tax season, WebRun opens TaxDome, prepares each client's annual tax organizer, drafts a cover email inviting them to complete it, leaves both the organizer and the email unsent for a preparer to review, and posts the team a Slack count of who is ready to send.
Automated Treatment Plan Review Alerts
WebRun checks TheraNest each week for clients whose treatment plan is due for review soon, logs them to a Google Sheet per clinician, and posts each therapist a private Slack heads-up so no plan lapses out of date.
Automated Dental Referral Thank-Yous
WebRun opens Dentrix each week, finds completed cases that came from a referring dentist, drafts a warm thank-you to each referrer, and leaves them in Gmail for the office manager to review before sending.
Automated Coworking Tour Lead Follow-Ups
WebRun checks OfficeRnD each morning for prospects who booked or took a tour but have not heard back, drafts a warm follow-up email to each in Gmail, leaves every draft unsent for your review, and pings you on Telegram with who to nudge.
Automated Gingr Vaccine Record Reminders
WebRun checks Gingr each morning for pets whose vaccination records are expired or about to lapse, drafts a friendly record-update request to each owner in Gmail, and posts your front desk a Slack list so no pet shows up without proof of vaccination.
Automated Supplier Hold Deadline Tracking
WebRun opens Travefy each morning, finds supplier holds and option deadlines coming due on active trips, logs each one in Google Sheets with the date, and posts your team a Slack list of which holds expire this week so none lapse unnoticed.
Automated Mortgage Refi Candidate Flags
Each week, WebRun opens Encompass, reviews your funded past clients, flags the ones whose rate now sits well above the market, logs each refi candidate in Google Sheets, and posts the loan officer a Slack shortlist of who is worth a call. It flags only, it never contacts a client.
Automated Advisory Fee Reconciliation
WebRun reads the quarterly advisory fees billed in Orion, recalculates what each account should owe from its AUM and fee schedule in Google Sheets, flags any account that does not match, and sends you a Telegram summary of the exceptions.
Automated Karbon Staff Capacity Report
Every Monday, WebRun opens Karbon, tallies open work and hours assigned per staff member, logs the capacity picture to a Google Sheet, and posts the team a Slack report so managers can spot who is overloaded and who has room before the week fills up.
Automated Jane Telehealth Session Prep
Each evening WebRun reads tomorrow's Jane schedule, drafts a reminder with the secure video link for every telehealth client in Gmail, and sends you a Telegram run-down so the day is set and no one is missing a link.
Automated Dental Production Scoreboard
WebRun opens Dental Intelligence each evening, reads each provider's production against goal for the day, logs it in Google Sheets, and posts the team a Slack scoreboard so everyone sees where the day landed.
Automated OfficeRnD Overdue Invoice Chasing
WebRun opens OfficeRnD each Monday, finds member invoices past their due date, drafts a polite payment reminder to each one in Gmail, leaves every draft unsent for the team, and posts a Slack list of who is still outstanding.
Automated Time To Pet Invoice Chasing
WebRun checks Time To Pet each morning for invoices past their due date, drafts a polite payment reminder to each client in Gmail, and posts you a Slack list of who is still outstanding so you get paid without the awkward chasing.
Automated Pre-Departure Reminder Packs
WebRun opens Tern each morning, finds trips departing in a few days, drafts each client a pre-departure pack in Gmail covering check-in, documents, and a weather note, leaves every draft unsent for you to review, and posts your team a Slack list of who is about to travel.
Automated Encompass Referral Thank-Yous
Each morning, WebRun opens Encompass, finds the loans that funded the day before, drafts a warm thank-you to the referring realtor or partner in Gmail, leaves it unsent for the loan officer to review, and pings the loan officer on Telegram with the partners to thank.
Automated Prospect Follow-Up Cadence
WebRun checks the Wealthbox pipeline each morning for prospects overdue for their next touch, drafts a tailored follow-up email to each one in Gmail for your review, and posts the team a Slack list of who is due a nudge today.
Automated Quarterly Estimate Reminders
Ahead of each estimated-tax due date, WebRun opens Financial Cents, finds the clients who owe a quarterly payment, drafts a clear reminder with their amount and the due date, leaves it unsent for you to review, and pings you on Telegram with the list.
Automated Supervision Hours Tracking
WebRun tallies each associate clinician's logged client and supervision hours in TherapyNotes each week, updates a Google Sheet running toward their licensure target, and posts a private Slack summary so no one falls behind on hours.
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