Templates
Workflow templates.
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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 Perio Recall
WebRun opens Open Dental each morning, runs the Recall List for periodontal maintenance patients who are due or overdue, drafts a caring reminder for each, and leaves them in Gmail for the front desk to review before sending.
Automated New Member Onboarding Emails
WebRun opens OfficeRnD each morning, finds members who joined since yesterday, drafts a warm welcome email with wifi and access details in Gmail, leaves every draft unsent for the team, and posts a Slack heads-up so the team can greet them.
Automated Pet Birthday Outreach
WebRun checks MoeGo each morning for pets with a birthday coming up, drafts a cheerful birthday note with a little treat or offer to each owner in Gmail, and pings you on Telegram so every pet gets a happy hello and owners feel the love.
Automated Travel Quote Follow-Ups
WebRun opens TravelJoy each morning, finds sent quotes with no client response after a few days, drafts a warm follow-up to each in Gmail, leaves it unsent for you to review, and posts your team a Slack list of open quotes waiting on a reply.
Automated Encompass Rate Lock Alerts
Each morning, WebRun opens Encompass, finds the loans whose rate lock expires in the next few days, posts the loan officer a Slack alert ranked by how soon each one expires, and logs every expiring lock in Google Sheets so none slips past its date.
Automated Portfolio Drift Flags
WebRun reads Orion each morning for portfolios that have drifted past their target allocation bands, posts the advisor a Slack shortlist of accounts to review, and logs each drifted account in Google Sheets. It flags only, it never trades.
Automated Ignition Invoice Chasing
Every Monday, WebRun opens Ignition, finds the firm's client invoices that are past due, drafts a polite reminder to each client, leaves it unsent for you to review, and posts the team a Slack list of who still owes and how much.
Automated Sliding-Scale Fee Reviews
WebRun checks SimplePractice each month for clients whose reduced sliding-scale fee is a year old, drafts a gentle review request to each in Gmail, and posts your front desk a Slack list of fees due for their annual check-in.
Automated Dental Balance Reminders
WebRun opens Open Dental every Monday, runs the Aging of Accounts Receivable report for past-due patient balances, drafts a polite statement reminder for each, and leaves them in Gmail for the front desk to review before sending.
Automated Membership Renewal Reminders
WebRun opens OfficeRnD each morning, finds memberships coming up for renewal soon, drafts a friendly renewal note to each member in Gmail, leaves every draft unsent for the team, and posts a Slack list of who is up for renewal.
Automated Pet-Care Client Welcome and Intake
WebRun checks Time To Pet each morning for newly added clients, drafts a warm welcome in Gmail that asks them to finish their intake and add vet and pet info, and pings you on Telegram so every new sign-up is greeted and onboarded fast.
Automated Travel Inquiry Routing
WebRun checks TravelJoy through the day for new trip inquiries, logs each one in Google Sheets, decides which advisor fits best by destination and trip type, and posts the routing to Slack so no lead sits unclaimed.
Automated Floify Pipeline Digest
Each morning, WebRun opens Floify, groups every active loan by its milestone stage, logs the day's counts in Google Sheets, and posts the team a Slack digest showing how many files sit at each stage and which ones are nearing their deadline.
Automated New Client Onboarding
When a new advisory client is added in Redtail, WebRun starts the onboarding workflow and tasks, drafts a warm welcome email and paperwork checklist in Gmail for your review, and posts the team a Slack summary of what is open.
Automated Canopy Tax Info Chasing
Each morning, WebRun opens Canopy, finds client requests where tax-prep information is still missing, drafts a friendly follow-up to each client, leaves it unsent for a preparer to review, and posts the team a Slack list of who is still holding up the return.
Automated ROI Expiry Reminders
WebRun checks TheraNest each week for release-of-information authorizations nearing their expiry, drafts a renewal request to each client in Gmail, and pings you on Telegram with which ROIs lapse soon so coordinated care never stalls.
Automated Meeting Room Utilization Reports
WebRun opens Nexudus each Monday, pulls last week's meeting-room bookings, builds a utilization report in Google Sheets showing hours booked and busiest rooms, and posts your team a short Slack summary of how the rooms performed.
Automated Lapsed Pet Client Win-Back
WebRun checks Gingr each morning for owners with no visit in 60 or more days, drafts a warm we-miss-your-pet note with a comeback offer to each in Gmail, and posts your front desk a Slack list so quiet clients come back instead of slipping away.
Automated Group Rooming List Chaser
WebRun opens Travefy each morning, finds group trips with incomplete rooming-list details before the supplier cutoff, drafts a clear request to each organizer in Gmail, leaves it unsent for you to review, and posts your team a Slack list of which groups are still missing details.
Automated Floify Milestone Borrower Updates
Each morning, WebRun opens Floify, finds the loans that moved to a new milestone since yesterday, drafts a clear update to each borrower in Gmail explaining what happened and what comes next, leaves it unsent for the loan officer to review, and posts the team a Slack list of who got an update.
Automated Client Meeting Prep Packs
WebRun reads Orion each morning for clients you are meeting that day, pulls a portfolio summary and open action items, assembles a tidy prep pack in Google Sheets, and posts the advisor a Slack heads-up that each pack is ready.
Automated Karbon Extension Candidate Flags
Each morning, WebRun opens Karbon, finds tax returns that will not realistically finish before the deadline, logs each extension candidate to a Google Sheet, and posts the team a Slack list so partners can decide who to file an extension for, well before the date.
Automated Therapy Balance Reminders
WebRun finds clients with an overdue balance in SimplePractice each week, checks Stripe for any payment that already cleared, drafts a polite reminder with a pay link in Gmail, and leaves each one for the front desk to review and send.
Automated NexHealth Patient Onboarding
WebRun opens NexHealth each morning, finds patients newly booked for a first visit, drafts a warm welcome with their intake forms, and leaves it in Gmail for the front desk to review before sending.
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