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 Workiz Crew Route Optimization
Every morning, WebRun pulls the day's scheduled jobs from Workiz, orders them into an efficient route by location and time window, and posts the route digest to Slack before your crews head out.
Workiz›Google Sheets›Slack
Automated DripJobs Deposit Payment Chaser
WebRun finds signed gutter jobs whose deposit invoice is still unpaid in Stripe, drafts a polite payment reminder email, and flags which jobs are stuck waiting on a deposit before crew scheduling.
DripJobs›Stripe›Gmail
Automated Chimney Cap and Damper Upsell Quotes
WebRun checks Smart Service for inspections that recommend a new chimney cap or damper, drafts a priced quote in QuickBooks for each, and posts your office a Slack list of upsell opportunities ready to offer.
Smart Service›QuickBooks›Slack
Automated Courier Handoff Reminders
WebRun checks adherent360 for upcoming bedside delivery handoff windows, holds the time on a shared calendar, and texts the courier a reminder ahead of each pickup so nothing slips.
adherent360›Google Calendar›Twilio
Automated PeriWatch LDR Census Digest
WebRun opens PeriGen each morning, reads who's on the unit, their stage of labor, and any acuity flags, logs it to a running sheet, and posts the oncoming charge nurse a Teams summary.
PeriGen›Google Sheets›Microsoft Teams
Automated symplr Committee Agenda Prep
Before each credentials committee meeting, WebRun checks symplr for every file that has completed verification and is ready for review, and drafts the meeting agenda and packet summary in Outlook for your committee chair to review before it goes out.
symplr›Outlook
Automated Daily Telemetry Census Digest
WebRun counts every patient on telemetry in Norav Medical each morning, logs the census to Google Sheets, and posts the day's summary to Microsoft Teams.
Norav Medical›Google Sheets›Microsoft Teams
Automated WellSky Equipment Shortage Alerts
Every hour, WebRun checks WellSky's equipment inventory against today's assignments, logs low stock items to Google Sheets, and alerts the charge therapist in Microsoft Teams before a shift runs short.
WellSky›Google Sheets›Microsoft Teams
Automated Computrition Floor Stock Par Alerts
WebRun checks nourishment room and floor stock par levels in Computrition every night, logs any item running low to a Google Sheet, and drafts a reorder list in Teams for purchasing to review and submit.
Computrition›Google Sheets›Microsoft Teams
Automated Digisonics Daily Case Digest
Every evening, WebRun compiles the day's completed cath cases from Digisonics, procedure type, physician, and finalization status, and posts the cath lab director a Slack recap of the day's volume.
Digisonics›Slack
Automated Clinisys Critical Value Callback Log
WebRun watches Clinisys for critical results without a logged callback, texts your on-call team while the notification window is still open, and keeps a timestamped log for compliance.
Clinisys›Twilio›Google Sheets
Automated Peer Review Addendum Follow-Ups
WebRun tracks discrepancies flagged in peer review, drafts the addendum language for the reporting radiologist to review, and keeps following up in Microsoft Teams until it's signed and filed.
Visage Imaging›Google Sheets›Microsoft Teams
Automated NRC Health HCAHPS Driver Trend Reports
On the first of every month, WebRun refreshes a Power BI dashboard with the latest HCAHPS driver scores from NRC Health Rounding by unit and emails leadership the trend summary through Outlook.
NRC Health Rounding›Power BI›Outlook
Automated Daily EVS Cleaning Assignment Roster
Every morning, WebRun pulls today's blueprint based cleaning schedule from FacilityRF, texts each housekeeper their zone and room count through Twilio, and logs the full roster to Google Sheets.
FacilityRF›Twilio›Google Sheets
Automated ShiftWizard Float Pool Assignments
WebRun matches open needs across units to qualified float pool nurses in ShiftWizard, drafts the assignment text through Twilio for the staffing office to send, and posts the day's float assignments to Microsoft Teams.
ShiftWizard›Twilio›Microsoft Teams
Automated MedHub Conference Attendance Tracking
Every Monday, WebRun checks MedHub for resident attendance at grand rounds and didactic conferences, matches it against the sessions on the teaching calendar, and logs each resident's rolling attendance rate in a Google Sheet ranked against your program's minimum.
MedHub›Google Calendar›Google Sheets
Automated Staff Immunization Reminders
Every morning, WebRun checks Enterprise Health for staff immunizations due or overdue within 30 days, drafts a reminder email for each employee, and posts the occupational health team a Slack digest of who still needs a dose.
Enterprise Health›Outlook›Slack
Automated Crossmatch Turnaround Tracking
WebRun watches SCC Soft Computer (SoftBank) for crossmatch orders sitting past your turnaround target, and posts a live follow up list to Microsoft Teams so techs work the oldest and most urgent orders first.
SCC Soft Computer (SoftBank)›Microsoft Teams
Automated Nuvolo Service Contract Renewal Alerts
Every Monday, WebRun opens Nuvolo, finds service contracts expiring within 90 days, prepares the renewal paperwork in DocuSign without sending it, and emails your biomedical engineering manager a summary to review before it's routed for signature.
Nuvolo›DocuSign›Outlook
Automated Craneware Description Mismatch Report
Every night, WebRun compares each chargemaster item's description in Craneware against its actual documentation and logs any mismatch to a sheet for your compliance team to review.
Craneware›Google Sheets
Automated Omnicell Cabinet Stockout Alerts
WebRun watches Omnicell cabinet stock levels across every unit, drafts a reorder in Cardinal Health for anything about to run out, and posts your pharmacy buyer a Teams alert with what to approve.
Omnicell›Cardinal Health›Microsoft Teams
Automated Verity Duplicate Discount Flags
Every few minutes, WebRun opens Verity Solutions, checks new claims against your Medicaid billing indicator, flags anything at risk of a duplicate discount, logs it in Airtable, and posts a Slack alert so your team can resolve it before the claim goes out.
Verity Solutions›Airtable›Slack
Automated RLDatix Daily Safety Huddle Brief
WebRun pulls yesterday's incidents, open high-risk items, and overdue actions from RLDatix each morning and posts a ready-to-read brief to Slack before your safety huddle.
RLDatix›Slack
Automated ICNet CLABSI CAUTI Daily Digest
Every morning, WebRun opens ICNet, counts new and cumulative CLABSI and CAUTI cases by unit, logs the day's device-associated infection tally to Google Sheets, and texts a short summary to unit charge nurses by Twilio so device-associated infection rates stay visible daily, not just at month end.
ICNet›Google Sheets›Twilio

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