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.
Automated Vein Clinic Preauthorization Alerts
WebRun checks 1st Providers Choice each morning for scheduled procedures whose insurance preauthorization is still pending, denied, or expiring, logs each one to Google Sheets, and emails your billing coordinator an Outlook alert so follow-up starts before the visit.
Automated Cerbo Annual Panel Due Reminders
Every Monday, WebRun finds patients due for their annual or recurring functional lab panel per their care plan, and drafts a scheduling reminder in Gmail for staff to review and send.
Automated OptiMantra EPCS Renewal Alerts
WebRun checks OptiMantra and DoseSpot every morning for patients whose take home sublingual ketamine prescription is nearing its renewal or expiration date, and alerts the prescriber to act before a patient runs out.
Automated Intellicure HBOT Certification Renewal Alerts
Every morning, WebRun opens Intellicure to check each chamber and analyzer's certification expiry date, logs any renewal due soon to a shared tracker, prepares the renewal paperwork in DocuSign, and drafts a reminder for your compliance lead.
Automated HelmBot Daily Cryo Revenue Digest
Every morning, WebRun opens HelmBot to pull yesterday's completed sessions, logs revenue by session type to a Google Sheet, and posts a short recap to Slack so you know how the studio performed before you even open the door.
Automated Mangomint No Show Rebooking Drafts
Every morning, WebRun finds yesterday's no-shows and late cancellations in Mangomint, drafts a friendly rebooking email for each client, and pings your front desk on Telegram with the queue to review.
Automated HRT Control Dose Change Follow Ups
When a provider logs a dose adjustment in HRT Control, WebRun drafts a check-in email for two weeks out and lets the care team know it's ready to send.
Automated PatientNow Patient Win-Back Emails
WebRun checks PatientNow every Monday for patients who haven't had a visit or refill in 45 days, logs each lapsed patient to a Google Sheet, and drafts a Mailchimp win-back email offering to help them restart, left unsent for your team to review.
Automated PracticeQ Drip Credit Reminders
Every Monday, WebRun checks Stripe for clients with unused drip credit balances, matches them against PracticeQ visit history, and drafts a friendly reminder text for each through Twilio.
Automated AestheticsPro Daily Revenue Digest
Every night, WebRun tallies the day's treatments and payments in AestheticsPro, reconciles the total against QuickBooks, and posts a clear revenue recap to Slack before you close up.
Healthie Automatic Insurance Visit Limit Tracking
WebRun checks each client's authorized visit count in Healthie every morning, flags anyone within 2 visits of their payer's limit, logs it to a tracker, and verifies a payment method is on file in Stripe before the covered visits run out.
Automated CBC Lab Trend Alerts
WebRun compares each new complete blood count against a patient's recent results in Cellma every morning, flags any rapid decline or critical threshold, logs the trend in Google Sheets, and pings the on-call haematologist in Telegram.
Glooko Automated CGM Prior Authorization Tracking
Every Monday, WebRun checks Glooko for patients whose CGM supply prescription is expiring soon, checks CoverMyMeds for the prior authorization status, and posts a worklist to Slack of which requests still need a clinician signature.
Automatic Dental Clearance Before Infusion
WebRun checks Hologic Horizon DXA and the infusion schedule for upcoming IV bisphosphonate or denosumab visits, drafts a dental clearance request in Doximity for staff to send, and holds the Google Calendar slot until clearance is confirmed.
Automated ER and PCP Referral Intake
WebRun reads incoming ER and primary care neurology referral faxes in eFax, creates the intake record in Nexus Clinical, and posts the scheduling team a Microsoft Teams alert so new referrals get outreach the same day they arrive.
Automatic Genetic Test Result Notifications
Every morning, WebRun checks Progeny Clinical for patients whose ordered test now has a report, confirms the final status directly in Ambry Genetics, and drafts a Gmail message inviting the patient to book a results call, without disclosing the finding by email.
Automated Pelvic Floor PT Referral Routing
WebRun finds patients whose Laborie testing points to pelvic floor dysfunction, drafts a referral packet with the relevant findings attached for staff to send through Updox, and checks WebPT to confirm the pelvic floor therapy clinic has booked the first visit.
Automatic COPD Action Plan Review Reminders
Every Monday, WebRun checks ModuleMD for COPD patients whose written action plan is due for its annual review, drafts a review reminder email in Gmail for staff to send, and logs the due list to a Google Sheet.
Automated Cirrhosis Nutrition Referral Drafts
WebRun checks gGastro (ModMed) each week for cirrhosis patients showing signs of malnutrition or sarcopenia, drafts a referral email to your dietitian partner in Gmail, and logs every referral to Google Sheets.
Automated Communicable Disease Reporting
Every morning, WebRun checks CureMD for newly diagnosed reportable conditions, logs each case with its filing deadline in Google Sheets, and prepares the case report fax for your team to review before it's submitted.
Nextech Automated Patient Consent Form Tracking
WebRun checks Nextech every hour for upcoming Mohs surgeries, prepares the consent envelope in DocuSign with the patient and procedure details pre-filled, and posts your front desk a Slack alert for anyone still unsigned close to their surgery date.
Automated Bukku Cash Flow Snapshot
Every Monday, WebRun opens Bukku, reads your bank balances plus what's owed to you and by you, adds in your related entity's numbers from Xero, and emails you one combined cash flow snapshot before your week begins.
Automated Sapaad Kitchen Ticket Delay Alerts
During every service, WebRun watches Sapaad's kitchen display system for tickets running past your fire-to-serve time limit and sends a WhatsApp alert to the shift manager so a slow ticket gets attention while the table is still waiting, not after.
Automated CONTPAQi Cash Flow Forecast Alerts
Every morning, WebRun projects your cash position in CONTPAQi from open invoices, upcoming bills, and payroll, logs the forecast to a sheet, and messages you on WhatsApp the moment a shortfall is projected.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.