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.
Glooko Automated Pre-Visit CGM Data Review
Every morning, WebRun opens Google Calendar to see which patients have a visit today, pulls each one's CGM and pump trends from Glooko into a one-page brief, and posts the care team a ready-to-read summary in Slack before patients arrive.
Automatic Denosumab Injection Reminders
WebRun checks Hologic Horizon DXA and the treatment log for patients due for their next denosumab injection, drafts a text reminder in Twilio for staff to send, and holds a Google Calendar slot before the 6-month window closes.
Automated EMG Study Scheduling
WebRun watches Nexus Clinical for new EMG and nerve conduction study referrals, books the earliest matching slot in Google Calendar, and drafts a Twilio text with prep instructions for staff to review and send to the patient.
Automatic Counseling Reschedule Outreach
Every hour, WebRun checks Progeny Clinical for canceled or no show counseling sessions, finds the next open slots in Google Calendar, and posts a Slack callback list so front desk staff can reach the patient and refill the slot.
Automated Bladder Diary Intake Reminders
WebRun checks Laborie for upcoming urodynamics tests that require a 3 day bladder diary, checks Phreesia for completion, and drafts a reminder text in Twilio for staff to review so no test day is wasted on missing intake data.
Automatic Biologic Prior Authorization Tracking
Every morning, WebRun checks CoverMyMeds and ModuleMD for open or expiring biologic prior authorizations, drafts the renewal paperwork for billing to submit, and posts a prioritized Slack worklist.
Automated Antiviral Prior Authorization Tracking
WebRun checks gGastro (ModMed) each morning for new hepatitis antiviral prescriptions needing prior authorization, tracks each case's status in CoverMyMeds, logs the deadline to Google Sheets, and drafts a follow up in Gmail when a case stalls.
Automated Chronic Hepatitis C Monitoring
Every Monday, WebRun checks CureMD for chronic hepatitis C patients nearing the end of treatment or due for their SVR12 cure test, holds a lab visit slot on Google Calendar, and drafts a milestone email for clinician review.
Nextech Automated Frozen Section Pathology Log
WebRun checks Nextech during the surgical day for each frozen section reading, logs the block number, stage, and margin result to a running Google Sheet, and prepares a same-day attestation record in DocuSign for the reading physician to sign.
Automated Bukku Bank Reconciliation Summary
Every night, WebRun opens Bukku, compares your bank feed to your ledger, lists which transactions matched automatically and which still need a look, logs the exceptions to a sheet, and emails your bookkeeper a short summary.
Automated Sapaad Delivery Platform Reconciliation
Every Monday, WebRun compares delivery orders logged in Sapaad against each platform's payout report, logs the numbers in a sheet, and flags any shortfall in Slack for you to chase.
Automated CONTPAQi Bank Reconciliation Digest
Every morning, WebRun opens CONTPAQi Bancos, matches yesterday's bank movements to recorded transactions, logs any unmatched item to a sheet, and emails your controller a short reconciliation digest.
Automated Alegra Cash Flow Snapshot
Every morning, WebRun opens Alegra, totals your cash and bank balances against upcoming bills and invoices, builds a snapshot in Google Sheets, and pings you on Telegram before you open your laptop.
Automated Tally Customer Payment Reminders
Every Monday, WebRun finds customers with outstanding balances in TallyPrime, drafts a polite payment reminder for each by WhatsApp and Gmail, and leaves every draft for you to review before anything is sent.
Automated Qoyod Cash vs Credit Reconciliation
Every Monday, WebRun opens Qoyod, totals last week's sales by cash, card, and store credit, and builds a reconciliation table in Google Sheets so any gap between payment methods surfaces early.
Automated Wafeq Bank Reconciliation Digest
Every morning, WebRun compares Wafeq's bank feed against your ledger, and messages your finance team on WhatsApp with any transactions that don't match.
Automated Khatabook Daily Cash Book Close
Every night, WebRun totals the day's cash entries in Khatabook, checks them against your opening balance, and emails you a clean cash book close before you lock up.
Automated Deskera Expense Claim Reviews
The moment an employee submits an expense claim in Deskera, WebRun checks it against your policy, logs anything questionable to Google Drive, and flags it in Slack for a human to approve or reject.
Automated iKhokha Card Machine Battery Alerts
WebRun checks your iKhokha card machine's battery level through the trading day and pings you on WhatsApp the moment it drops low, so a flat battery never stops you from taking a sale.
Automated Yoco Settlement Reconciliation
Every weekday morning, WebRun checks yesterday's Yoco settlement batch against the deposit in Xero, flags any mismatch in amount or timing, and posts your bookkeeper a Slack summary of anything that needs a look.
Automated SASSIE Completion Rate Digest
Every night, WebRun tallies each client program's shop completion rate in SASSIE, compares it against the pace needed to hit the target date, and posts a Slack digest so management can see which programs are falling behind before the client does.
Automated BCC Software Proof Approval Drafts
Every few minutes, WebRun finds jobs in BCC Software with a proof newly ready for client sign-off, stages a DocuSign approval envelope, drafts the cover email in Gmail, and leaves both unsent for your account manager to review and send.
Automated LoanPro Payment Reconciliation
Every night, WebRun pulls the day's posted payments from LoanPro, the settled transactions from Stripe, and the recorded cash receipts in QuickBooks, matches all three, and posts a mismatch report to Slack so nothing goes unnoticed until month end.
Automated Credit Repair Cloud Dispute Alerts
Every morning, WebRun checks Credit Repair Cloud for new bureau response results, logs each outcome in Airtable, and posts your team a Slack alert highlighting every item that was deleted, updated, or verified overnight.
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