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 Stripe Failed Payment Recovery
WebRun checks Stripe each morning for failed membership charges, drafts a polite update-your-card message to each affected member in Gmail, leaves every draft unsent for the team, and posts a Slack list of payments to recover.
Automated MoeGo Grooming Rebooking Reminders
WebRun checks MoeGo each morning for grooming clients overdue for their next appointment, drafts a warm rebooking reminder to each owner in Gmail, and pings your team on Telegram so empty slots get filled and coats stay on schedule.
Automated Flight Change Monitoring
WebRun checks TripIt a few times a day for schedule changes, delays, or cancellations on active client trips, drafts a clear heads-up to the affected client in Gmail, leaves it unsent for you to review, and pings you on Telegram the moment a flight changes.
Automated Encompass LO Production Report
Every Monday, WebRun opens Encompass, tallies last week's locked and funded volume by loan officer, logs the figures in Google Sheets next to prior weeks, and posts the team a Slack report showing each loan officer's units and dollars locked and funded.
Automated Meeting Notes Compliance Chaser
WebRun reviews Wealthbox each day for client meetings that have no notes logged yet, posts each advisor a Slack nudge to write them up, and logs every gap in a Google Sheets compliance tracker.
Automated Ignition Engagement Letter Chasing
Each morning, WebRun opens Ignition, finds proposals and engagement letters sent but still unsigned, drafts a polite nudge to each client, leaves it unsent for you to review, and pings you on Telegram with who has not signed yet.
Automated Therapy No-Show Follow-Up
WebRun reviews yesterday's TherapyNotes schedule each morning for no-shows and late cancellations, drafts a caring re-book message to each client in Gmail, and pings you on Telegram with who missed and who to rebook.
Automated Dental Morning Huddle Prep
WebRun opens Dental Intelligence each morning, pulls the day's production, schedule gaps, unscheduled treatment, and outstanding balances, lays them into a Google Sheets huddle sheet, and posts the team a Slack snapshot.
Automated Desk Occupancy Reports
WebRun opens Nexudus each Monday, pulls desk occupancy against capacity, builds an occupancy report in Google Sheets, and posts your team a short Slack summary of how full the space is and where there is room to sell.
Automated Grooming No-Show Follow-Up
WebRun checks MoeGo each morning for yesterday's grooming no-shows, drafts a warm let's-get-you-rebooked note to each owner in Gmail, and posts your front desk a Slack list so a missed appointment turns into a rebooking instead of a lost client.
Automated Trip Final-Payment Reminders
WebRun opens Travefy each morning, finds trips whose supplier final payment is coming due, drafts a friendly balance reminder to each client in Gmail, leaves every draft unsent for you to review, and posts your team a Slack list of what is due this week.
Automated Floify Document Refresh
Each week, WebRun opens Floify, finds the borrower documents about to age out, such as paystubs and bank statements, drafts a friendly request for a fresh copy in Gmail, leaves it unsent for the loan officer to review, and posts a Slack list of which files need a refresh.
Automated KYC Document Gap Flags
WebRun reviews RightCapital each week for clients missing a current KYC document or risk-tolerance questionnaire, drafts a request email in Gmail for your review, and posts the team a Slack list of the document gaps to close.
Automated Drake E-File Rejection Worklist
Each morning, WebRun opens Drake, processes the latest e-file acknowledgements, pulls out the rejected returns with their reject codes, logs them to a Google Sheet as a worklist, and posts the team a Slack list of what needs fixing and resending.
Automated Headway Referral Routing
WebRun checks Headway for new client referrals each morning, matches each to the best-fit clinician by specialty and open availability, drafts a warm welcome reply in Gmail, and pings your intake team in Slack with the suggested match.
Automated Dental Eligibility Checks
WebRun opens Dentrix each afternoon, checks the insurance eligibility status for tomorrow's scheduled patients, logs each result in Google Sheets, and posts the front desk a Slack list of anything that needs a manual check.
Automated Daily Bookings and Visitor Digest
WebRun opens Cobot each morning, pulls today's bookings and expected visitors, logs them to a Google Sheet, and posts the front desk a Slack digest of who is coming in and which rooms are booked.
Automated Daycare Credit Expiry Reminders
WebRun checks Gingr each morning for daycare packages running low or about to expire, drafts a friendly heads-up to each owner in Gmail, and posts your front desk a Slack list so credits get used and owners feel looked after.
Automated Traveler Document Collection
WebRun opens TravelJoy each morning, finds travelers on upcoming trips still missing a passport scan, date of birth, or visa detail, drafts a polite request to each client in Gmail, leaves it unsent for you to review, and pings you on Telegram with who is still outstanding.
Automated Encompass Disclosure Deadline Flags
Through the day, WebRun opens Encompass, finds new and changed loans whose initial disclosures are not yet sent, flags the ones approaching the deadline for compliance to action, logs each at-risk loan in Google Sheets, and posts a Slack alert. It flags only, it never sends a disclosure.
Automated Idle Cash Alerts
WebRun reads Addepar each morning for accounts holding more cash than your target, sends the advisor a Telegram shortlist of accounts to review, and logs each one in Google Sheets. It flags for review only and never moves money.
Automated SmartVault Upload Routing
Each morning, WebRun opens SmartVault, finds documents clients uploaded since the last run, logs each one with its client and assigned preparer to a Google Sheet, and posts the team a Slack note so the right person knows their client's files have arrived.
Automated SimplePractice Superbill Drafts
At month end WebRun pulls each self-pay client's sessions from SimplePractice, drafts a superbill email to every client in Gmail with the statement attached, and posts your billing team a Slack list of superbills ready to review and send.
Automated Dental Claim Tracking
WebRun opens Open Dental each morning, runs the Outstanding Insurance Claims report for rejected and aging claims, builds a clear worklist in Google Sheets, and posts the billing team a Slack summary of what needs reworking.
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