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 Esketamine Claim Denial Worklist
Every morning, WebRun opens Osmind, pulls denied and rejected esketamine and TMS claims, groups them by denial reason and payer, logs a prioritized worklist to Google Sheets, and posts your billing team a Slack digest so appeals go out before each deadline passes.
Automated 12-Month Review Requests
WebRun finds patients who have reached their 12-month result in TrichoSuite and submitted final photos, then drafts a personalized review and testimonial request in Gmail plus an Instagram feature ask for your team to send.
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Automated IR Referral Fax Intake
As referral faxes arrive, WebRun reads each one from your Google Drive fax folder, drafts a structured consult intake in HI-IQ, and posts a new-referral alert to Microsoft Teams so nothing sits unread.
OmniMD Automated Vein Follow-Up Reminders
Every morning, WebRun finds vein patients due or overdue for a follow-up in OmniMD, drafts a personalized reminder email for each in Gmail, and posts your front desk in Slack to approve them before any reminder is sent.
Angelpaw Automatic Ready for Pickup Alerts
As each pet reaches ready in Angelpaw, WebRun drafts a gentle ready-for-pickup SMS and email for the family with your hours and address, and leaves both for your team to review and send.
OnRamp Automated Coating Reject Digest
Each day, WebRun reads the quality checklist and reject records in OnRamp, tallies rejects by defect type such as orange peel, thin film, or contamination, records the trend in a Google Sheet, and posts a Telegram digest of the top defects and jobs needing rework.
Automated Equine Dental Recall Reminders
WebRun scans ThoroVet each week for horses whose annual dental float is coming due, drafts a friendly recall text for each owner, and sends your team an internal recall list on Telegram so no horse goes a year without a check.
FieldX Automated Season Record Compiling
Every week, WebRun opens FieldX, gathers each field's scouting, planting, and application records, compiles them into a Google Sheets season file, and saves a copy to Google Drive.
FieldFlo Automated Abatement Bid Follow-Ups
Every morning, WebRun reviews your submitted abatement estimates in FieldFlo, finds bids awaiting a decision, drafts a polite follow-up email to each prospect, and posts your sales team a Slack list of what to chase.
Automated Operator10 Work Order Tracking
Every morning, WebRun reviews the work orders in Operator10, tallies what closed, what is still open, and what is overdue, and posts a maintenance digest to Slack.
Steelhead Automatic Chemical Reorder Alerts
Every morning, WebRun checks your process chemical stock in Steelhead, matches suppliers and prices in QuickBooks, and drafts reorder emails for anything below its minimum, ready for you to approve.
Automated Inbound Grain Truck Scheduling
Every afternoon, WebRun reads expected inbound loads against contracts in Ceres, builds a truck schedule by time slot in Google Calendar, and drafts confirmation texts to drivers for you to approve.
Agriware Automated Shrinkage and Cull Report
Every Monday, WebRun reads the week's culls and write-offs in Agriware 365, tallies loss by variety in a Google Sheet, and posts your growers a Slack report of where shrinkage is climbing.
Automated Harvest Batch Traceability
After each harvest, WebRun pulls the batch's stocking, feed, treatment, and harvest details from Farm360, compiles a traceability record in Google Sheets, and files a copy in Google Drive.
MyApiary Automated Pollination Invoice Drafts
When a pollination job wraps, WebRun reads the hives placed and dates from MyApiary, drafts the matching invoice in QuickBooks, and prepares a Gmail note to the grower, both left for you to approve before anything is sent.
User Interviews Automated Incentive Payouts
After each User Interviews session is marked complete, WebRun prepares the participant's incentive payout and queues it in Slack for you to approve, so no money moves without a human.
AMFG Automated Shop Floor Summary
Every morning, WebRun reads the AMFG production board, tallies jobs printing, queued, and done, logs the numbers to a Google Sheet, and posts a one-glance shop status to Slack.
Automated Training Status Updates
WebRun watches project stages in Cognota and, when a request moves forward, drafts a plain-language status update email in Gmail for the requester, so stakeholders stay informed without you writing each note by hand.
Automated Trademark Portfolio Reports
Each month, WebRun opens Alt Legal, pulls each client's trademark portfolio and current status, builds a clean status report in a Google Sheet, and drafts the cover email in Outlook for you to review before it goes out.
Automated Abstractor Performance Tracking
Every Monday, WebRun reads each abstractor's five-star performance grades in AbstractorPro, logs the trend to Google Sheets, and posts a Slack alert on anyone slipping below your rating bar.
Automated Shot Sign-Off Request Drafts
When a batch of shots is delivered for approval, WebRun gathers the Frame.io links from Vani Software and drafts a polite sign-off request in Gmail for your producer to review before it goes to the client.
Interpreter.io Automated Timesheet Chasers
WebRun checks Interpreter.io each day for completed court sessions that are still missing a signed timesheet, and drafts a polite follow-up email in Gmail to the interpreter or requester for your coordinator to review and send.
Automated Expert Witness Invoice Drafts
Each month, WebRun pulls captured time and expenses from ExpertClear, builds a draft invoice per engagement in QuickBooks, and leaves each one unsent for you to review before billing the firm.
Automated Settlement Memorandum Drafts
After a session, WebRun reads the case and session notes in ADR Notable, drafts a structured settlement memorandum in Google Docs capturing the agreed terms, and leaves it for the mediator to review, refine, and finalize.
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