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 InnoVint Barrel Topping Reminders
Every Monday, WebRun checks each barrel lot's last topping date in InnoVint, builds this week's topping checklist by cellar row, and sends it to your cellar crew on Telegram so no barrel goes long enough to lose headspace.
CyFrame Automatic Co-Extrusion Recipe Logs
Every hour, WebRun opens CyFrame, finds co-extrusion jobs newly started on any line, and logs the capstock and substrate ratio, layer thickness, and screw speeds to a Google Sheet for traceability.
Tekla PowerFab Automatic Bid Backlog Reports
Every Monday, WebRun pulls booked and awarded jobs from Tekla PowerFab, checks open bid stages in HubSpot, and posts a Microsoft Teams digest showing shop capacity against backlog for the next 90 days.
FactoryLogix Automatic BOM and AVL Approval Reminders
Each morning, WebRun checks FactoryLogix for bill of materials and approved vendor list revisions still awaiting sign off, reminds the approvers, and posts engineering a running list of what is blocking release to production.
TSTracker Automated Customer Buyoff Requests
Every morning, WebRun checks TSTracker for tools that reached the ready for buyoff stage, prepares the customer approval packet in DocuSign for staff to send, and alerts the assigned PM in Slack so buyoff requests never sit waiting.
Odyssey ERP Automated Alloy Cost Variance Alerts
Every night, WebRun compares each job's actual alloy cost in Odyssey ERP against its standard recipe cost, checks current metal pricing in QuickBooks, and emails purchasing an alert whenever a heat runs over budget.
EFI Automatic Proof Approval Reminders
Every morning, WebRun finds jobs stuck waiting on a customer's artwork proof approval in EFI, drafts a friendly reminder for each one, and leaves it in Gmail for you to review and send.
Cabinet Vision Automatic Change Order Alerts
WebRun compares each Cabinet Vision design against the version the client approved, drafts a change order in DocuSign with the added cost, and emails the project manager a summary to review before anything goes to the client.
JobBOSS Automatic Audit Document Prep Tracking
WebRun checks JobBOSS and QuickBooks for jobs missing required quality or cost documents, logs an audit-readiness checklist to a Google Sheet, and drafts your quality manager a weekly digest of what's still open.
Automated SigmaNEST Cut List Production Handoff
The moment SigmaNEST finishes a nest, WebRun packages the cut list and part quantities into the job folder in Google Drive and posts a Slack alert to production so the job can start running without waiting on a manual handoff.
DELMIAWorks Automatic Mold Changeover Notices
Every night, WebRun checks tomorrow's production schedule in DELMIAWorks for planned mold changeovers and emails the shift supervisor a list by press with the outgoing job, incoming job, and target changeover time.
ProShop Automatic Calibration Due Reminders
WebRun checks calibration due dates for every gage and instrument in ProShop ERP, emails your quality manager a weekly due list, and keeps a running calibration log in Google Sheets.
Automated CGM APRIMA Advance Directive Reminders
Every Monday, WebRun checks CGM APRIMA for homebound patients with no advance directive or POLST on file, prepares the form in DocuSign for the next visit, and posts a Slack reminder so the conversation happens before it's urgent.
Automated Driver Schedule Daily Ride Digest
Every morning, WebRun opens Driver Schedule, pulls every ride booked for the day, and posts a clean digest of pickups, drivers, and destinations to Slack before your first pickup rolls out.
Automated Alora Billing Reconciliation Report
Every week, WebRun checks Alora for EVV-verified respite hours, compares them against invoiced amounts in QuickBooks, drafts a correcting invoice for any mismatch, and posts a reconciliation report to Slack.
Automated MedVision Capitation Reconciliation
Every Monday, WebRun compares the capitation payments logged in MedVision QuickCap against your active enrollment roster, flags participants missing a payment or paid at the wrong rate, logs the reconciliation to Google Sheets, and posts a Slack summary for the billing team.
Automated StoriiCare Activity Calendar Digest
Every morning, WebRun pulls the day's planned activities and each resident's participation notes from StoriiCare, updates your shared activity tracker in Google Drive, and posts the day's digest to staff in Slack.
Automated ECP Care Level Reassessment Alerts
Every Monday, WebRun opens ECP, finds every resident due for a care level reassessment in the next two weeks, and emails your director of nursing the ranked list so no reassessment is missed.
Automated ElderSuite Activity Participation Report
Every Monday, WebRun opens ElderSuite, pulls last week's activity attendance for every program, builds a participation report in Google Sheets, and emails your activities director a summary of engagement trends.
Automated Therap Behavior Support Plan Reviews
Every Monday, WebRun checks Therap for behavior support plans due for review, posts the list to your behavior specialist in Slack, and drafts a review meeting hold with the host home provider on the calendar.
Automated Sigmund Aftercare Referral Tracking
WebRun checks every discharged patient's aftercare referral status in Sigmund Software each morning, logs where each referral stands to a tracker sheet, drafts a check in email to any outside provider who hasn't confirmed intake, and alerts the team in Slack about stalled referrals.
Automated Zoobook Counseling Session Reminders
WebRun checks each patient's counseling frequency requirement in Zoobook Systems every week, drafts a session reminder text through Twilio for patients approaching their window, and emails counselors their overdue caseload in Outlook.
Automated Sobriety Hub Alumni Check-In Drafts
Every month, WebRun checks Sobriety Hub for alumni who haven't been contacted recently, drafts a personal check-in text for staff review, and posts the outreach list to Slack.
Automated LongevityEHR Physical Exam Reminders
Every Monday, WebRun opens LongevityEHR, finds members due or overdue for their annual physical, and drafts a personalized Mailchimp reminder for each, leaving every message unsent for your team to review before it reaches a member.
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