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 Specimen Manifest Reconciliation
After each run, WebRun compares the specimens scanned in CXT Software against the run manifest, logs any missing or extra items to a sheet, and posts a reconciliation summary to Slack.
Automated POD Temperature Chart Filing
When a reefer load is delivered, WebRun builds its trip temperature chart from Fleet.Net, files it in the load's Google Drive proof-of-delivery folder, and logs the link in a Google Sheet so every POD carries its cold chain evidence.
BeyondTrucks Automated Bulk Lane Quoting
WebRun reads each new lane inquiry in BeyondTrucks, prices it from your mileage, product, and accessorial rate rules in a Google Sheet, and drafts a branded quote email for sales to review and send.
Automated Pre-Season Screening Scheduling
WebRun takes a team roster, sets up each athlete for a Sports Vision EyeQ screening in RightEye, prepares a Calendly slot for each, and posts the day's schedule to Slack for staff to confirm before invites send.
Automated Care Plan Summary Drafts
After each consult, WebRun reads the care plan in MilkNotes, drafts a plain-language summary email for the parent in Gmail, and logs each one to a Google Sheet review tracker so nothing sits unsent.
Automated Vision Therapy Rebooking
WebRun spots yesterday's no shows and cancellations in Sanet Vision Integrator, finds the next open slot in Calendly, and drafts a warm rebooking text for each family, leaving every message for your front desk to review.
Automated Garment Remake Order Prep
WebRun spots garments logged as a poor fit in LymphaTech, prepares a corrected remake order from the latest scan, saves it to Google Drive, and posts your fitter in Slack to review and submit the remake to the vendor.
Auditdata Automated Repair Status Updates
Every morning, WebRun reviews open hearing aid repairs in Auditdata Manage, drafts a status update text for patients whose devices are back or overdue, and tracks the whole repair pipeline in a sheet.
Automated Lens Remake Warranty Check
WebRun reviews remake requests in Ocuco Innovations against the original job date and coating warranty, builds a Google Sheet worklist marking each as warranty or chargeable, and drafts an Outlook reply to the account.
Automated Dental Fee Schedule Change Log
When a payer fee schedule changes in Denticon, WebRun captures exactly what moved, drafts a plain-language broadcast to office managers for approval, and posts the change log to Slack.
Automated School Absence Note Generation
WebRun reviews each day's pediatric visits in Oryx Dental, generates a school absence note per child in Google Docs, and drafts a Gmail message to the guardian for your front desk to send.
Automated Remake Lab Case Reorders
WebRun spots restorations marked for remake in XLDent, drafts a clear reorder to the lab for each, and posts the team a Telegram flag so remakes are reordered fast and never quietly stall.
Panda Perio Automated Eligibility Checks
WebRun pulls next week's surgical schedule from Panda Perio, verifies each patient's benefits and remaining maximum, records the eligibility detail in Google Sheets, and posts your billing team a worklist so no case is a coverage surprise.
nAbleIVF Automated Andrology Intake Tracker
Every few hours, WebRun opens nAbleIVF, reads which andrology and semen samples have been collected, checks each has been scanned in, analyzed, and either used or cryopreserved on schedule, logs progress to Google Sheets, and sends any stalled or unwitnessed sample to Telegram.
Verify MC Automated No-Show Rebooking Drafts
WebRun finds patients who missed their telehealth certification visit in Verify MC, drafts a friendly rebooking message as a Twilio text and a Gmail email with a link to grab a new slot, and holds every one for staff approval so no-shows get recovered without anything sending on its own.
Automated OAT Denial Appeal Queue
WebRun pulls denied oral appliance therapy claims from DentalWriter, groups them by denial reason and payer in a sheet, drafts an appeal for each, and posts a Slack digest so nothing expires unappealed.
Sonio Automated Appointment Reminders
Every afternoon, WebRun opens Sonio, finds tomorrow's ultrasound appointments, and drafts a friendly reminder for each patient on their preferred channel, a text in Twilio or a note in Gmail, all left unsent for staff to review and send.
Automated Monitoring Denial Worklist
Every morning, WebRun pulls denied and rejected remote-monitoring claims from Octagos, groups them by denial reason and payer in Google Sheets, and posts your billing team a Slack worklist so appeals go out before each deadline passes.
Renvio Automated CMS-2728 Form Tracker
WebRun checks Renvio for new-start and eligible patients whose CMS-2728 ESRD Medical Evidence Report is due or incomplete, drafts a follow-up to the responsible physician for staff review, and posts the open-form tracker to Microsoft Teams so no 2728 misses its filing window.
Automated Unbilled Facility Fee Sweeps
WebRun compares completed procedures in EndoManager against charges posted in QuickBooks, finds cases missing a facility fee, builds a worklist of the gaps, and posts a Slack summary so billing can create the charges before revenue slips away.
Automated Post-Infusion Check-In Drafts
Each morning, WebRun opens Osmind, finds patients who had a ketamine infusion or Spravato dose yesterday, and drafts a gentle next-day check-in message in Twilio and Gmail for a clinician to review and send, so nobody goes unheard after treatment.
Automated Medication Refill Reminders
WebRun tracks each patient's post-transplant medication supply in TrichoSuite and, as a refill comes due, drafts a text via Twilio and an email in Gmail reminding them to reorder, for your team to review and send.
Automated Device Recall Crosschecks
When a device recall notice lands in Gmail, WebRun crosschecks the affected model and lot against your HI-IQ implant log, and posts a Slack alert listing any matching cases so your team can act fast.
OmniMD Automated Vein Denial Worklist
Every morning, WebRun pulls denied and rejected vein claims from OmniMD, groups them by denial reason and payer in Google Sheets, and posts your billing team a Slack worklist so appeals start before the deadline passes.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.