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 Community Event Reminders
WebRun checks Archie each morning for upcoming community events, drafts a friendly reminder to members in Gmail, leaves every draft unsent for your review, and pings you on Telegram with which events are coming up.
Automated Daily Pet Roster Digest
WebRun opens Gingr each morning, pulls today's grooming, daycare, and boarding bookings, logs the day to a running Google Sheet, and posts your staff one tidy Slack roster so everyone knows which pets are in and what is happening.
Automated Travel Commission Reconciliation
WebRun opens Travefy each week, compares the commission expected on booked trips against what has actually been received, logs the gaps in Google Sheets, and posts your team a Slack list of unpaid or short-paid commissions to chase so none slip through.
Automated Encompass Condition Chasing
Each morning, WebRun opens Encompass, pulls the loans with underwriting conditions still outstanding, drafts a clear request to each borrower for the missing item, leaves it unsent in Gmail for the loan officer to review, and posts a Slack list of who is holding up which file.
Automated Held-Away Account Refresh
WebRun checks eMoney each morning for held-away and aggregated accounts whose feed has gone stale or broken, drafts a client reconnect email in Gmail for your review, and sends you a Telegram list of the connections that need attention.
Automated TaxDome Client Onboarding
When a new client is added in TaxDome, WebRun sets up their onboarding tasks, drafts a warm welcome email and a first document request, leaves both unsent for a preparer to review, and posts the team a Slack note that the new client is ready to start.
Automated SimplePractice Intake Chasing
WebRun checks SimplePractice each morning for new clients whose intake forms are still pending, drafts a warm reminder to each one in Gmail, and posts your front desk a Slack list of paperwork still outstanding before the first session.
Automated Dental Hygiene Reappointment
WebRun opens Dental Intelligence each morning, finds hygiene patients who left without booking their next cleaning, drafts a friendly rebooking note for each, and leaves them in Gmail for the front desk to review before sending.
Automated Coworking Churn Risk Flags
WebRun reviews OfficeRnD check-ins each week, flags active members whose visits have dropped off, logs the at-risk list to a Google Sheet, and posts your community team a Slack list of who to reach out to before they cancel.
Automated Boarding Capacity Alerts
WebRun checks Gingr each morning for dates where boarding or daycare is nearing its capacity limit, alerts your team on Slack before the day fills up, and logs the squeeze in a Google Sheet so you can staff and sell smarter.
Automated Trip Anniversary Outreach
WebRun opens TravelJoy each morning, finds past clients hitting the one-year anniversary of a trip, drafts each a warm, personal it-is-time-to-travel-again note in Gmail, leaves it unsent for you to review, and pings you on Telegram with who is ready for outreach.
Automated Encompass Closing Countdown
Each morning, WebRun opens Encompass, finds the loans closing in the next few days, checks each one against your closing checklist, drafts a status note to the borrower in Gmail for the loan officer to review, and posts the team a Slack countdown of what is still open on each file.
Automated Client Milestone Outreach
WebRun checks Wealthbox each morning for clients with a birthday or a planning milestone like 59 and a half, 65, or 73 coming up, drafts a warm note to each one in Gmail for your review, and sends you a Telegram list of this week's milestones.
Automated TaxDome Document Chasing
WebRun opens TaxDome each morning, finds client requests where documents are still outstanding, 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 things up.
Automated Therapy Claim Status Worklist
WebRun reviews your TherapyNotes claims each morning, pulls every claim still outstanding, denied, or rejected into a Google Sheet worklist, and posts your billing team a Slack digest of what needs working today.
Automated Dental Case Acceptance Report
WebRun opens Curve Dental every Monday, pulls last week's treatment presented versus accepted by provider, lays the case-acceptance rates into Google Sheets, and posts the team a Slack summary by provider.
Automated Kisi Access Change Review
WebRun reviews Kisi access against your member roster, prepares the access changes that are needed, and posts an admin a Slack approval list with a Google Sheet of exactly what to add or remove. It never changes door access on its own.
Automated Boarding Pre-Check-In Confirmations
WebRun checks Revelation Pets each morning for boarding stays starting in a few days, drafts a confirmation with a pre-check-in checklist to each owner in Gmail, and posts your team a Slack list so every guest arrives prepped and nothing is missed at drop-off.
Automated Travel Advisory Watch
WebRun reads your upcoming trips in Travefy each morning, checks travel.state.gov for the advisory level of each destination, drafts an optional client heads-up in Gmail when a level rises, leaves it unsent for you to review, and alerts you in Slack about any change.
Automated Encompass Appraisal Tracking
Each morning, WebRun opens Encompass, checks every loan with an appraisal ordered, flags the ones overdue or still unscheduled, logs each appraisal's status in Google Sheets, and posts the loan officer a Slack list of the orders that are running late.
Automated Beneficiary Gap Flags
WebRun reviews Redtail each week for accounts with missing or outdated beneficiary designations, drafts a client outreach email in Gmail for your review, and posts the team a Slack list of the beneficiary gaps to close.
Automated Liscio W-9 Collection Chasing
Each week through the run-up to 1099 season, WebRun opens Liscio, finds the vendors still missing a W-9, drafts a request to each client to chase their vendor, leaves it unsent for review, and posts the team a Slack list of who is still outstanding.
Automated Therapy Caseload Balance Report
WebRun reviews active clients per clinician in SimplePractice each week, builds a caseload-balance report in a Google Sheet, and posts a Slack digest showing who is at capacity and who has room, so the team stays evenly loaded.
Automated Dentrix Appointment Recovery
WebRun opens Dentrix each morning, finds yesterday's broken and cancelled appointments, drafts a warm note inviting each patient to reschedule, and leaves them in Gmail for the front desk to review before sending.
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