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 Wash Reject and Reclean Escalation
As washes are inspected in TankSoft Pro, WebRun catches any reject or reclean, posts it to the bay channel in Slack, and escalates to a supervisor on Telegram if it is not cleared in time.
Automated EDI Yard Reconciliation
WebRun compares the gate moves reported in MRI Intermodal Software against the physical yard count, logs every mismatch to a Google Sheet, and posts the depot team a Slack list of containers that need a reconciling check.
Automated Overdue Specimen Escalation
WebRun watches CXT Software for specimens that have not reached the lab by their cutoff time and escalates each one to your dispatch lead in Slack and to on-call in Telegram.
Automated Reefer Fleet Temperature Digest
Every morning, WebRun reads every reefer's overnight temperature status in Fleet.Net, records the fleet snapshot to a Google Sheet, and posts a clear health digest to Microsoft Teams so your team sees the whole cold fleet at a glance.
BeyondTrucks Automated Tank Wash Tracking
WebRun tracks each trailer's last wash and wash-due date in BeyondTrucks, puts each due date on a shared Google Calendar, and blocks any food-grade assignment on an overdue trailer while alerting the wash bay and dispatch in Slack.
Automated Missed-Session Rebooking Texts
WebRun spots athletes who missed a training session in RightEye, finds open slots on Google Calendar, and drafts a friendly rebooking text in Twilio for your front desk to approve before it sends.
Automated Pediatrician Referral Handoffs
When a consult flags a pediatrician referral, WebRun pulls the relevant notes from MilkNotes, drafts a concise handoff letter in Gmail, and prepares a DocuSign consent request, leaving both for you to review before anything is sent.
Automated Optometry Referral Thank-Yous
Each week, WebRun finds patients referred in by another optometrist from Sanet Vision Integrator, files a copy of the update letter in Google Drive, and drafts a thank you and progress note to the referring doctor for your team to review.
Automated Compression Coverage Checks
WebRun reviews each new lymphedema patient's insurance for compression garment coverage, records what it finds in a Google Sheet, and drafts any payer inquiry email so your billing team can confirm benefits before the fitting is booked.
Auditdata Automated Demo Stock Aging
Every week, WebRun reviews demo and stock hearing aids in Auditdata Manage, works out how long each unit has sat unsold, and sends your team an internal aging report so slow moving devices get moved before they date.
Automated Optical Lab Throughput Report
WebRun pulls the day's production numbers from Ocuco Innovations each night, logs jobs started, finished, shipped, and remade to a Google Sheet, and posts your managers a Slack throughput report.
Automated Regional Dental KPI Scorecards
Every Monday, WebRun opens Denticon, builds a KPI scorecard for each region, logs it to a Google Sheet, and drafts a per region email to each manager that waits for a human to review and send.
Automated Orthodontic Referral Handoffs
WebRun gathers each child flagged for an orthodontic referral in Oryx Dental, drafts a complete handoff email to the specialist in Gmail, and holds a suggested consult time on Google Calendar.
Automated Treatment Plan Follow-Ups
WebRun finds restorative treatment plans that were presented but not accepted, drafts a warm follow-up for each patient, and leaves every message unsent so your coordinator can nudge them toward booking with one review.
Panda Perio Automated Consent Tracking
WebRun finds upcoming soft-tissue and bone graft cases in Panda Perio, checks DocuSign for a signed consent, drafts the consent packet to send for any that are missing, and posts your team the outstanding list so no case reaches the chair unsigned.
nAbleIVF Automated Thaw Survival Digest
Every week, WebRun opens nAbleIVF, reads the past week's egg and embryo thaw records, works out survival rates by clinician, protocol, and freeze method, logs the numbers to Google Sheets, and posts a KPI digest to Slack so your lab spots a drop in thaw survival early.
Verify MC Automated Physician Capacity Digest
WebRun compares waiting patients in Verify MC to each certifying physician's open time on Google Calendar, works out where supply and demand are mismatched by state, and posts your scheduler a Slack capacity digest so open slots get filled and busy states get more cover.
Automated Efficacy Retest Reminders
WebRun finds patients who finished titration but have no efficacy sleep retest, puts a reminder on the calendar, and drafts outreach to the patient and referring physician for your team to review and send.
Sonio Automated Consult Report Loop
Each morning, WebRun opens Sonio, finds finalized consult reports whose report has not yet gone back to the referring OB, drafts the cover note and fax in Gmail for a clinician to approve and send, and tracks the loop in Slack.
Automated In-Clinic Device Check Booking
Every morning, WebRun finds patients due for an in-person device interrogation in Octagos, holds a suitable slot on Google Calendar, and drafts a scheduling email in Gmail for each so nobody misses their in-clinic check.
Renvio Automated Lab Draw Reminders
WebRun reads the monthly lab draw schedule in Renvio, puts each draw day on a shared Google Calendar for the clinic, and drafts a plain reminder text for staff to review so patients arrive fasting when required and no monthly labs get missed.
Automated Sedation Record Audits
WebRun reviews yesterday's sedation records in EndoManager, checks each for required elements like pre-sedation assessment, vitals intervals, recovery scores, and discharge criteria, logs gaps to Google Sheets, and posts a Microsoft Teams summary for the nurse manager.
Automated Psychiatry Referral Triage
Whenever a new referral arrives, WebRun reads it, records the patient and referring provider in Osmind, sorts it by likely treatment such as Spravato, ketamine, or TMS, posts the intake team a Slack summary, and drafts an acknowledgement reply to the referrer for review.
Automated Consult No-Show Rebooking
WebRun finds consultations marked as no-show in TrichoSuite, checks your open slots in Google Calendar, and drafts a friendly WhatsApp rebooking message with new times for your coordinator to send.
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