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 Cart Battery Replacement Reminders
Every morning, WebRun checks BiT DMS for carts whose batteries are past their expected replacement age, drafts a text reminder to each customer in Twilio, and posts your service desk the queue to review and send.
Automated Financing Quote Follow-Up Drafts
WebRun checks ASPEN for equipment financing quotes sitting untouched for more than 5 days, drafts a follow-up email for the customer to review, and cross-checks QuickBooks to see if the sale already closed some other way.
Automated EverLogic Deposit Followup Tracking
Every morning, WebRun checks EverLogic for deposited deals that haven't closed within your window, confirms the deposit posted in QuickBooks, logs the list to a tracking sheet, and drafts a follow up text for each customer for your salesperson to review before sending.
Automated DockMaster Boat Show Lead Nurture
The moment a new boat show prospect lands in DockMaster, WebRun logs it to your lead tracker, drafts a personalized nurture email in Gmail, and pings the assigned rep in Slack to review and send.
Automated RadonEasy Report Follow Ups
Every morning, WebRun finds RadonEasy clients whose consumer report was delivered the day before, drafts a friendly check-in email for each, and pings your team in Telegram once the drafts are ready to review.
Automated QuoteIQ Compliance Certificate Delivery
Every morning, WebRun finds jobs QuoteIQ marked complete, saves a copy of the cleaning compliance certificate to the account's Google Drive folder, and drafts a Gmail email with the certificate attached for the office to review and send.
Automated ArcSite Battery Backup Upsells
Every Monday, WebRun finds ArcSite jobs with a sump pump but no battery backup on file, drafts a personalized upsell email in Mailchimp for each customer, and ranks the candidates in Google Sheets by flood risk.
Automated Estimate Rocket Crack Monitor Reminders
Every Monday, WebRun checks Estimate Rocket for active crack monitors due for a recheck, drafts a scheduling email for each customer, and holds a slot on the field tech's Google Calendar.
Automated GorillaDesk Annual Inspection Notices
Every Monday, WebRun finds exclusion jobs reaching their one-year anniversary in GorillaDesk, drafts a text inviting the customer to book their included annual inspection, and logs the due date to a Google Sheets tracker.
Automated FieldServio Fault Alert Triage
WebRun watches FieldServio for new generator fault codes every few minutes, texts your on-call technician the moment a critical fault comes in, and posts every fault, critical or not, to Slack so nothing slips past the team.
Automated Tinsel CRM Mockup Follow Ups
Every morning, WebRun finds Tinsel CRM proposals with mockups sent three or more days ago with no reply, drafts a personal follow up email referencing the exact mockup in Gmail, and pings the rep on Telegram to review and send it.
Automated Arborgold Deicing Upsell Drafts
Every Monday, WebRun finds snow contracts in Arborgold with no ice melt or sidewalk deicing coverage, drafts a personalized upsell email for each customer, and logs the opportunity list to a Sheet for your sales team to review and send.
Automated Workiz Before and After Photo Recaps
WebRun pulls the before and after photos from each completed Workiz job, compiles them into a weekly recap folder in Google Drive, and drafts a caption for your team to review before sharing anywhere public.
Automated DripJobs Crew Schedule Confirmations
WebRun pulls tomorrow's scheduled gutter jobs from DripJobs, checks each crew member's availability in Google Calendar, and posts the finalized crew assignments to Slack every afternoon.
Automated Chimney Burn Season Rebooking
WebRun checks Smart Service for customers who swept with you last burn season but have not rebooked, holds open slots in Google Calendar, and drafts a rebooking email for each customer for your office to review before sending.
Automated Patient Copay Collection Follow-Ups
WebRun finds meds to beds deliveries held up by an unpaid copay in adherent360, checks Stripe for whether payment has since landed, and drafts a polite reminder email for your billing team to review and send.
Automated PeriWatch Nurse Shift Handoff Drafts
WebRun reads PeriGen before each shift change, drafts a per patient handoff note covering stage of labor, tracing status, and open alerts, and posts it in Teams for the outgoing and oncoming charge nurse to review together.
Automated symplr Board Certification Alerts
Every Monday, WebRun checks symplr for medical staff board certifications expiring within 6 months, and logs each one to a tracking sheet ranked by urgency so your office can start the recertification conversation early.
Automated Telemetry Bed Capacity Alerts
WebRun tracks how many telemetry beds are in use in Norav Medical, texts the charge nurse and bed management through Twilio as capacity tightens, and logs the trend to Google Sheets.
Automated WellSky Daily Workload Digest
Every morning, WebRun pulls yesterday's treatment volume, therapist productivity, and open orders from WellSky, logs the full breakdown to Google Sheets, drafts a Twilio summary for the manager, and posts the digest to Microsoft Teams.
Automated Computrition Diet Conflict Alerts
WebRun checks every new or changed diet order in Computrition against each patient's documented allergies, texts the tray line the moment it finds a conflict, and logs it to Slack so nothing gets plated by mistake.
Automated Digisonics Contrast Usage Reports
WebRun reads the contrast volume logged in each Digisonics case, tallies it against the patient's kidney function where documented, logs the weekly total to Google Sheets, and posts a Slack summary flagging any case with a high volume for follow up.
Automated Clinisys Courier Delay Alerts
WebRun watches Clinisys accessioning against each courier route's expected pickup and drop off times, texts dispatch the moment a run is running late, and posts the day's delays to your logistics Slack channel.
Automated Visage 7 DICOM Node Failure Alerts
WebRun watches Visage 7's DICOM routing status, texts the on-call PACS admin through Twilio the moment a node fails, and posts the outage details to Microsoft Teams.
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