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 IR Charge Capture Sweep
Every day, WebRun sweeps yesterday's completed IR cases in HI-IQ for missing procedure and supply charges, logs each gap to Google Sheets, and posts a charge-capture summary to Slack with the revenue at risk.
OmniMD Automated Unbilled Charge Sweep
Every morning, WebRun compares completed vein procedures in OmniMD against what has been billed, logs the gaps to Google Sheets, and posts your billing team a Slack list of ablations and studies still waiting on a charge.
Angelpaw Automatic Vet Partner Volume Reports
Each month, WebRun pulls each vet partner's cremation volume from Angelpaw, builds a per-clinic report in a Sheet, and drafts a Gmail note to each partner for your account manager to review and send.
OnRamp Automated Coating Quote Follow-Ups
Every morning, WebRun reads open coating quotes in OnRamp, finds the ones that have gone quiet past your follow-up window, drafts a friendly Gmail nudge to each customer for you to review, and posts your team a Slack list of quotes awaiting a reply.
Automated Lameness Exam Note Filing
WebRun gathers each day's lameness exam records from ThoroVet, compiles the flexion results, blocks, and grades into a tidy per-horse note, files it to Google Drive, and posts your team a summary so follow-up work never slips.
FieldX Automated Input Recommendations
When a field's scouting and soil data are ready, WebRun opens FieldX, matches the findings to your input list, and drafts a product recommendation in Gmail, left unsent for you to review.
FieldFlo Automated Fit Test Expiry Reminders
Every week, WebRun reads respirator fit test and medical clearance dates from FieldFlo, adds upcoming expiries to a Google Calendar, and sends you a Telegram reminder of which workers need a fit test scheduled soon.
Automated Biosolids Haul Manifest Logging
After each biosolids haul, WebRun reads the load details logged in Operator10, updates a running haul log in Google Sheets, and drafts the disposal manifest for a supervisor to review.
Steelhead Automated Quote Follow-Up Drafts
Every morning, WebRun finds the quotes in Steelhead that have sat unanswered, drafts a friendly follow-up email for each customer, and posts you the list so you approve before anything sends.
Automated Grain Position Summary
Every morning, WebRun reads inventory and open contracts in Ceres, nets owned bushels against purchase and sale commitments, and sends you a Telegram summary of your long or short position by grain.
Agriware Automated Plant Quote Follow-Ups
Every morning, WebRun finds quotes that have gone quiet in QuickBooks, checks the stock is still sellable in Agriware 365, and drafts a friendly follow-up email in Gmail for you to review and send.
Automated Stocking Event Intake Log
On each stocking event, WebRun records the new intake details in Farm360, logs the event to a Google Sheets stocking register, and posts an intake summary to Microsoft Teams.
MyApiary Automated Equipment Transfer Tracking
Every evening, WebRun reads RFID equipment scans and moves in MyApiary, updates a Google Sheet of what sits at each apiary site, and posts your team a summary of the day's transfers and anything unaccounted for.
User Interviews Automated Fully-Booked Alerts
WebRun watches each active User Interviews study, and the moment its sessions hit the target count it posts a fully-booked notice to Slack so the team can stop recruiting and start prepping.
AMFG Automated Pickup Reminder Texts
When an AMFG order is marked ready for collection, WebRun drafts a short pickup text in Twilio for you to approve and posts the ready-list to Slack.
Automated L&D Portfolio Digest
WebRun rolls up every active learning project in Cognota each week, records counts and movement to a Google Sheet, and posts a Slack digest of what launched, what is in flight, and what needs attention.
Automated USPTO Deadline Notifications
Each morning, WebRun opens Alt Legal, finds the USPTO deadlines newly docketed since yesterday, adds each to your Google Calendar, and sends the responsible attorney a Telegram notice so nothing new slips by unseen.
Automated Abstract Delivery Invoicing
Every few minutes, WebRun finds title orders marked delivered in AbstractorPro and drafts the matching client invoice in QuickBooks, left unsent for you to review and send.
Automated Per-Sequence Progress Posts
Every morning, WebRun reads shot completion by sequence in Vani Software and posts a percent-complete breakdown to Slack so the whole studio can see how each sequence is tracking at a glance.
Interpreter.io Automated Invoice Drafting
Each week, WebRun reads completed court assignments and their confirmed hours in Interpreter.io, and builds a matching draft invoice in QuickBooks for each requesting agency for your bookkeeper to review and send.
Automated Aged Receivables Tracking
Every week, WebRun reconciles issued invoices between ExpertClear and QuickBooks, ages each unpaid balance by matter, and posts a Slack digest of who owes what and for how long.
Automated Executed Agreement Notices
When DocuSign shows a mediation agreement fully executed, WebRun updates the case in ADR Notable and drafts a confirmation to each party's counsel in Outlook with the effective date and next steps, leaving every message for you to send.
Automated Unscheduled Student Alerts
Every Monday, WebRun cross-checks your active students in CounselMore against your Google Calendar and posts you a Slack list of anyone with no session booked this month.
Automated Mix-Ready Handoff Alerts
WebRun watches recording status in VoiceQ, and the moment every line for a language version is marked recorded, it confirms the audio has landed in Google Drive and pings the mixer in Slack that it is ready for the mix.
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