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.
Route Patient Enquiries Automatically
When a patient message or enquiry lands, WebRun reads it, categorises it, and drafts a reply routed to the correct team member for approval.
Collect & File Signed Consent Forms
WebRun monitors for completed DocuSign consent envelopes, confirms the signature is present, and files the document in the patient's record automatically.
Daily Schedule Digest for Staff
Every morning, WebRun compiles a clear day-sheet for each provider and sends the front desk a full picture of who is coming in and when.
Practice management›
Slack
Send Dental Recall Reminders
WebRun finds patients who are overdue for a routine checkup or hygiene visit and drafts a personalised recall message for staff to approve and send.
Practice management›
Twilio›
Google Sheets
Chase Outstanding Patient Balances
Every week, WebRun finds patients with overdue balances, drafts a polite payment-reminder message for each, and holds every draft for staff review before it is sent.
Practice management›
Stripe›
Gmail›+1
Pre-Check Patient Insurance Eligibility
Each morning, WebRun checks eligibility for the day's scheduled patients and logs any issues to a sheet so the front desk can resolve them before the visit.
EHR›Google Sheets›Slack
Ask Happy Patients for Reviews
After each completed visit, WebRun drafts a review-request message for satisfied patients and holds it for staff to approve before sending.
Practice management›Gmail›
Google Business Profile›+1
Follow Up With No-Show Patients
Every afternoon, WebRun identifies today's no-shows, drafts a friendly re-booking message for each, and queues them for staff to approve and send.
Practice management›Twilio›Google Sheets
Send Patient Intake Forms Automatically
Two days before a new-patient appointment, WebRun sends a personalised intake-form link so paperwork is done before the patient walks in.
Practice management›
DocuSign›Gmail›+1
Fill Cancellations From Your Waitlist
When a cancellation lands, WebRun finds the best-matching patient on the waitlist, drafts an offer message, and alerts the front desk to confirm.
Practice management›Twilio›Slack
Send Patients Appointment Reminders
The day before each visit, WebRun drafts a personalised SMS reminder for every scheduled patient and queues it for staff to approve and send.
Practice management›Twilio›Slack
Weekly Vacancy & Occupancy Report
WebRun pulls occupancy data from AppFolio every week, calculates your vacancy rate per building, and posts a clear report to Slack so you always know where you stand.
Chase Tenants for Missing Documents
WebRun checks which tenants have outstanding documents - IDs, pay stubs, or signed addenda - and drafts a polite chase email for each one, queued for your approval.
Send Tenant Move-In & Move-Out Checklists
WebRun prepares a personalised move-in or move-out checklist for each tenant and drafts it for your approval before sending - so no step is missed and no document goes out without a review.
Reconcile Rent Payments Automatically
WebRun matches rent payments received in your bank against the rent ledger in AppFolio and flags any discrepancies for your review.
Follow Up on Expiring Leases
WebRun spots leases expiring in the next 60 days, drafts a renewal-offer email for each tenant, and queues them for your review so no tenancy lapses by accident.
Track & Assign Maintenance Requests
WebRun reads new maintenance tickets from tenants, logs each one, and drafts a work-order email to the right vendor - you approve before it goes.
Send Tenants Rent-Due Reminders
WebRun checks which leases have rent coming due, drafts a friendly reminder for each tenant, and queues every message for your review before sending.
Collect & Route Rental Applications
WebRun gathers submitted rental applications, scores them against your criteria, and routes each one to the right property manager for review - nothing is approved without a human decision.
Track Your Zillow Listing Views
WebRun checks your Zillow listings daily for view count changes and any price adjustments made by competitors nearby, and posts a summary to Slack.
Daily New-Leads Digest for Agents
WebRun collects every new buyer and seller inquiry that arrived overnight, summarises each lead, and posts a morning digest to your agents in Slack.
Draft Property Listing Descriptions
WebRun reads the property details you upload, writes a compelling MLS listing description, and saves it as a draft for your review before it goes anywhere.
Price-Drop Alerts for Your Target Areas
WebRun monitors Zillow and Realtor.com for price reductions on listings matching your saved searches and sends you an instant alert with the new price and percentage drop.
Schedule Property Showings Automatically
WebRun reads showing-request emails, finds a free slot in your calendar, and drafts a confirmation for the buyer - you approve before it goes.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.