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.
Automatic Bisphosphonate Drug Holiday Tracking
WebRun checks DrChrono for patients who have been on bisphosphonate therapy for 3 years or more, pulls their latest T-score trend from Hologic Horizon DXA, and logs a drug holiday review worklist to Google Sheets for the prescriber's decision.
Automated Headache Diary Intake Reminders
WebRun finds new headache patients booked in Nexus Clinical, drafts a Gmail message with the headache diary link for staff to review and send, and logs completion status to a Google Sheet so the clinician knows what's missing before the visit.
Automated Genetic Testing Prior Authorization
Every morning, WebRun checks Progeny Clinical for newly ordered tests that need payer prior authorization, drafts the authorization packet in DocuSign, and logs the status of every request in a Google Sheet for your billing team.
Automated Pelvic Floor Referral Intake
WebRun reads new physician referrals arriving in Updox, creates or updates the patient chart in athenahealth, flags whether baseline urodynamics testing in Laborie should be added to the first visit, and drafts a referral acknowledgement for staff to review and send.
Automatic CPAP Compliance Follow-Up Alerts
Every Monday, WebRun checks ModuleMD for patients whose CPAP compliance has dropped below target, drafts a coaching text in Twilio for the respiratory therapist to review and send, and posts a Telegram summary of who needs outreach.
Automatic FibroScan Scheduling
WebRun checks gGastro (ModMed) each week for patients due for a FibroScan elastography exam, matches them to open slots in Google Calendar, and hands staff a ready to call worklist in Google Sheets.
Automatic Exposure Follow-Up Check-Ins
Every morning, WebRun checks CureMD for patients on an exposure follow-up protocol, drafts a symptom check-in text for each one, and alerts the nurse in Slack when reported symptoms need a same-day callback.
Nextech Automated Post-Op Wound Care Reminders
WebRun checks Nextech each morning for patients at day 1, day 3, and day 7 post-op, drafts a wound care reminder text for each, and leaves every message in Twilio for your team to review before it reaches the patient.
Automated Bukku Customer Statement Drafts
On the last day of the month, WebRun opens Bukku, compiles each customer's statement of outstanding invoices and payments, drafts it as a WhatsApp message or an email depending on their usual channel, and leaves every draft unsent for you to review.
Automated Sapaad Low Stock Ingredient Alerts
Every morning, WebRun checks Sapaad's inventory module for ingredients below your reorder point, drafts a reorder email to the right supplier for your review, and posts the shortlist to Slack so nothing runs out mid-service.
Automated CONTPAQi CFDI Invoice Alerts
Every morning, WebRun opens CONTPAQi, checks each CFDI invoice stamped the day before for a valid RFC, folio fiscal, and SAT status, logs the results to a sheet, and messages your accountant on WhatsApp if any invoice needs a fix.
Automated Alegra Expense Receipt Logging
Throughout the day, WebRun watches your expenses inbox, reads any receipt a team member forwards, logs it as an expense in Alegra, and files the original image in Google Drive.
Automated Tally E-Way Bill Compliance Check
Every hour during business hours, WebRun checks TallyPrime for invoices above the e-way bill threshold that have no e-way bill number recorded, and pings your dispatch team on WhatsApp before the goods move.
Automated Qoyod Daily Sales Summary
Every morning, WebRun opens Qoyod, pulls yesterday's POS sales, VAT collected, and invoice count, logs the figures to Google Sheets, and sends you a clean WhatsApp digest before you open up.
Automated Wafeq Client Statement of Account
On the first business day of each month, WebRun compiles each client's statement of account from Wafeq and drafts the email in Gmail, ready for your team to review and send.
Automated Khatabook Expense Categorization
Throughout the day, WebRun reads each new expense entry in Khatabook, assigns it a category like rent, stock, or utilities, and stages it as a draft entry in Tally.
Automated Deskera Inventory Reorder Alerts
Every morning, WebRun checks Deskera Inventory for items below their reorder point, drafts a restock email to the right supplier in Gmail, and posts you a Slack summary of what needs attention.
Automated iKhokha Daily Takings Reports
Every night, WebRun opens iKhokha, totals the day's card, payment link, and QR transactions, logs the breakdown in Google Sheets, and posts a short Slack summary so you know today's numbers before you close up.
Automated Yoco Loyal Customer Follow-up
Every Monday, WebRun checks your loyalty list against recent Yoco transactions to see who has not been in for a while, drafts a friendly WhatsApp check in for each one, and leaves them unsent in WhatsApp for you to review and send.
Automated SASSIE Late Report Editing Alerts
WebRun checks SASSIE for submitted shop reports still waiting on an editor past your turnaround window, and pings your editing lead in Slack before a client's reporting deadline slips.
Automated BCC Software Drop Shipment Alerts
Every hour, WebRun checks drop-ship jobs nearing their mail date in BCC Software, confirms whether a USPS FAST appointment is booked for each destination, stages the appointment request for anything missing, and pings your dispatcher on Telegram to review and confirm it.
Automated LoanPro Escrow Shortage Alerts
Every morning, WebRun opens LoanPro to find loans whose escrow analysis just completed with a shortage, checks the disbursement history in QuickBooks, and drafts a shortage notice in Gmail explaining the new payment and repayment options, held for staff to review and send.
Automated Credit Repair Cloud Progress Updates
Every Monday, WebRun checks Credit Repair Cloud for each active client's current round, items removed, and score movement, drafts a personalized progress update in Mailchimp for every one, leaves the batch unsent for review, and posts your team a Slack summary of what's ready.
Automated RDN Daily Recovery Count Digest
Each morning, WebRun counts the prior day's recoveries in RDN by agent and branch and posts your team a one line Slack digest.
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