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 Carrier TMS Reconciliation
WebRun compares the carriers vetted in Highway against your McLeod TMS roster, logs any carrier live in one but missing or mismatched in the other, and posts your team a Slack reconciliation list.
Automated Livestock Mortality Record
WebRun reads mortality and downer notes drivers log in M2X, files the load's photos into a dated Google Drive folder, and records each incident in a Google Sheet for welfare and claims review.
Automated Wash Bay Throughput Digest
Each morning, WebRun reads yesterday's wash activity in TankSoft Pro, tallies washes, bay utilization, and turn time, and posts a throughput digest to Slack so the team sees where the bottlenecks are.
Automated Per Diem Billing From Contracts
WebRun reads active leasing contracts and equipment movements in MRI Intermodal Software, calculates each lessee's per diem for the month, drafts invoices in QuickBooks, and drafts a statement email to each account for review.
Automated Proof of Delivery Packets
Every week, WebRun gathers the signed proof-of-delivery records for each hospital from CXT Software, compiles a per-hospital packet in a sheet, and drafts the delivery email for your team to approve.
Automated Produce Claim Review Worklists
WebRun reviews delivered produce loads in Fleet.Net, flags any that ran outside their temperature range, logs a claim review record in Airtable, and posts the worklist to Microsoft Teams so at-risk loads reach your claims team fast.
BeyondTrucks Automated Driver Settlements
WebRun pulls each driver's completed loads from BeyondTrucks, applies your pay-per-load and accessorial rules, builds a settlement statement per driver in a Google Sheet, and drafts the payout in QuickBooks for payroll to review.
Automated Weekly Athlete Progress Digest
WebRun reads each athlete's latest sessions and Sports Vision EyeQ trends in RightEye, logs the week's progress in Google Sheets, and sends the coach a clear Telegram digest of who improved and who stalled.
Automated Latch Recheck Recall Drafts
WebRun finds clients due for a two-week latch recheck in MilkNotes, drafts a friendly recall email in Gmail with a Calendly booking link, and leaves each one unsent for you to approve.
Automated Vision Therapy Superbills
Each night, WebRun reads the completed vision therapy visits from Sanet Vision Integrator, builds a coded superbill in QuickBooks for each, and drafts the patient email, leaving both for your biller to review before anything is sent.
Automated Garment Wear Check-Ins
WebRun finds patients recently fitted with a new compression garment in LymphaTech, drafts a gentle check-in text and email asking how their daily wear is going, and queues them for your team to review before anything reaches a patient.
Auditdata Automated Consumable Reordering
Every morning, WebRun checks receiver, dome, and wax guard stock across locations in Auditdata Manage, drafts a purchase order in QuickBooks for anything below par, and pings your team on Telegram.
Automated Rush Lab Order Escalation
WebRun watches rush and same-day jobs in Ocuco Innovations, and when one is falling behind its deadline it drafts an SMS to the assigned lead via Twilio and escalates it in Slack so the job gets pushed to the front.
Automated Denticon New-Hire Access Prep
When a new hire appears in Okta, WebRun matches their role to the correct Denticon permission set and office, then queues the access request in Slack for an admin to approve before anything is granted.
Automated Sedation Consent Collection
WebRun finds children booked for sedation in Oryx Dental, prepares the right consent forms in DocuSign, and drafts a guardian request text in Twilio so every consent is signed before the visit.
Automated Predetermination Packet Prep
WebRun gathers the codes, narrative, and supporting images for each restorative predetermination in XLDent, builds a packet in Google Drive, and queues it for your billing lead to approve before it goes to the insurer.
Panda Perio Automated Clearance Requests
WebRun finds upcoming surgical patients who need a physician sign-off in Panda Perio, drafts a clearance request letter to each patient's physician, logs the request in a Google Sheets tracker, and leaves it for your team to approve before it goes out.
nAbleIVF Automated Lab Worklist Builder
Every morning, WebRun opens nAbleIVF, reads which patients are on which cycle day, works out the retrievals, inseminations, checks, and transfers due today, builds a time-ordered lab worklist in Google Sheets, and posts it to Slack so the bench starts the day knowing exactly what is due.
Verify MC Automated ID Verification Queue
WebRun scans Verify MC for patients whose proof of residency or photo ID has not passed verification, builds a Google Sheet work queue of exactly what is missing or mismatched, and posts your intake staff a Slack shortlist so no visit goes ahead on unverified documents.
Automated Titration Follow-Up Recall
WebRun finds patients due for a titration follow-up after appliance delivery, logs the recall list in a sheet, and drafts a follow-up text for your team to review and send so nobody stalls mid-titration.
Sonio Automated NIPT Result Tracking
Each morning, WebRun opens Sonio, tracks which NIPT orders have results back and which are still pending, logs the status in Google Sheets, and drafts a neutral Twilio text inviting the patient to call for their result, left for staff to send.
Automated Lead Impedance Outlier Flags
Every morning, WebRun reviews the latest transmissions in Octagos for lead impedance readings outside the normal range or trending sharply, logs each outlier to Google Sheets, and posts your clinician a Slack list so a possible lead problem is reviewed early.
Renvio Automated Transient Patient Intake
WebRun watches your intake inbox for visiting and transient dialysis requests, checks Renvio for open chair slots that fit the patient's schedule, and drafts both the intake summary and the confirmation text for staff to review so traveling patients get placed without the phone tag.
Automated Pathology Result Tracking
WebRun matches specimens sent to pathology against results received in EndoManager, flags any biopsy still outstanding past its expected turnaround, alerts the provider in Outlook, and drafts patient result letters for review once results are in.
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