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.

All categories
All categories
Automated Vetspire Wellness Plan Renewals
WebRun checks Vetspire each week for wellness plans expiring soon, drafts a renewal reminder to each owner showing the benefits they would keep, and leaves them in Gmail for the team to review before sending.
VetspireGmailSlack
Automated Shepherd Wellness Exam Recalls
WebRun checks Shepherd each week for patients overdue for an annual wellness exam, drafts a personal recall note to each owner, and leaves them in Gmail for the team to review before they go out.
Shepherd Veterinary SoftwareGmailSlack
Automated ezyVet Vaccine Reminders
WebRun opens ezyVet each morning, pulls the recall list of patients with a vaccine or booster now due, drafts a friendly reminder to each owner, and leaves them in Gmail for the front desk to review before sending.
ezyVetGmailSlack
Automated Covetrus Invoice Reminders
WebRun checks Covetrus each week for client invoices past due, drafts a polite payment reminder for each owner, and leaves them in Gmail for the practice manager to review before sending.
CovetrusGmailSlack
Automated Provet Cloud Reorder Drafts
WebRun checks Provet Cloud each morning for vet supplies and medications below their reorder point, drafts a purchase order for each vendor in a Google Sheet, and leaves it for the inventory lead to approve before ordering.
Provet CloudGoogle SheetsSlack
Automated IDEXX Neo No-Show Follow-Ups
WebRun reviews yesterday's IDEXX Neo schedule each morning, finds the no-shows, drafts a kind follow-up to each owner offering to rebook, and leaves them in Gmail for the front desk to send.
IDEXX NeoGmailSlack
Automated Digitail New Client Welcomes
When a new client is added in Digitail, WebRun drafts a warm welcome to the owner with what to expect, how to reach the clinic, and how to book, and leaves it in Gmail for the front desk to send.
DigitailGmailSlack
Automated Digitail Lab Result Notices
WebRun checks Digitail each hour for lab and diagnostic results that have just landed, drafts a notice letting each owner know results are ready, and leaves them in Gmail for the care team to review before sending.
DigitailGmailSlack
Automated Provet Cloud Discharge Notes
WebRun checks Provet Cloud each evening for patients discharged that day, drafts personalised post-op care instructions for each owner, and leaves them in Gmail for the DVM to review before sending.
Provet CloudGmailSlack
Automated Vetspire Treatment Follow-Ups
WebRun reviews Vetspire each week for treatment plans an owner declined or deferred, drafts a gentle follow-up offering to revisit the recommended care, and leaves them in Gmail for the DVM to review before sending.
VetspireGmailSlack
Automated Hippo Manager Schedule Digest
WebRun reads today's Hippo Manager appointment book each morning and posts the team a clear Slack digest of every visit, the DVM assigned, and the patients to prep for, so the day starts organised.
Hippo ManagerSlack
Automated ezyVet Boarding Reminders
WebRun checks ezyVet each morning for boarding and grooming reservations coming up in a few days, drafts a friendly reminder with drop-off details and what to bring, and leaves them in Gmail for the front desk to send.
ezyVetGmailSlack
Automated Fresha Review Requests
WebRun checks Fresha each morning for completed appointments from the day before, drafts a warm review request to each client in Gmail, and posts your team a Slack list of who to ask, so reviews come in while the visit is fresh.
FreshaGmailSlack
Automated Vagaro Rebooking Reminders
WebRun checks Vagaro each morning for clients overdue for their next visit, drafts a warm rebooking reminder to each in Gmail, and posts your team a Slack list of who is due so empty slots get filled.
VagaroGmailSlack
Automated Salon No-Show Reporting
WebRun reviews yesterday's no-shows and late cancellations in Boulevard, logs each with the client, stylist, and lost slot into a Google Sheet, and posts your team a Slack flag report so repeat offenders get spotted.
BoulevardGoogle SheetsSlack
Automated GlossGenius New-Client Welcomes
When a new client is added in GlossGenius, WebRun drafts a warm welcome and rebooking nudge in Gmail and posts your team a Slack heads-up, so first-timers get invited back before the window to win them closes.
GlossGeniusGmailSlack
Automated Vagaro Gift Card Reminders
WebRun checks Vagaro each week for gift cards and packages with a balance about to expire, drafts a friendly heads-up to each client in Gmail, and pings your team on Telegram with the balances at risk.
VagaroGmailTelegram
Automated Salon Chair Utilization Digest
WebRun reviews last week's bookings in Boulevard, works out how full each stylist's chair ran, logs it into a Google Sheet, and posts your team a Telegram digest of who is fully booked and who has open time to fill.
BoulevardGoogle SheetsTelegram
Automated Time-to-Fill Reporting
WebRun reads your Lever pipeline analytics each Monday, pulls time-to-fill and how long candidates sit in each stage, writes it to a Google Sheet, and posts your team a Slack report of the slowest stages, so you fix the bottleneck instead of guessing where weeks are lost.
LeverGoogle SheetsSlack
Automated Sourcing Channel ROI Reports
WebRun reads your source-of-hire data in Greenhouse each Monday, works out which job boards and channels convert applicants to hires, writes it to a Google Sheet, and posts your team a Slack report, so budget goes to the sources that deliver, not the loudest ones.
GreenhouseGoogle SheetsSlack
Automated Ashby Scorecard Completion
WebRun checks Ashby each morning for interview scorecards still unsubmitted past your SLA window, notes the interviewer and candidate for each, and posts your team a Slack reminder, then sends a weekly completion digest so feedback never blocks a hiring decision.
AshbySlack
Automated Requisition Aging Reports
WebRun reviews your open requisitions in SmartRecruiters each Monday, finds the jobs open longest with the thinnest pipelines, and posts your team a Slack digest ranked by age, so aging reqs get attention before they quietly stall the whole hiring plan.
SmartRecruitersGoogle SheetsSlack
Automated Reference Check Requests
WebRun finds candidates who reached the reference stage in Workable, drafts a reference-check request email for each in Gmail, and leaves every draft unsent for a recruiter to review, so references get requested fast while a human still approves each send.
WorkableGmailGoogle Sheets
Automated Recruiter Workload Digest
WebRun reads your Ashby reporting each Monday, counts open reqs and active candidates per recruiter, writes it to a Google Sheet, and posts your team a Slack digest showing who is overloaded and who has room, so work gets rebalanced before pipelines slip.
AshbyGoogle SheetsSlack

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