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.

All categories
All categories
Renvio Automated Chair Utilization Report
WebRun reads Renvio's schedule and treatment log each week, calculates station and shift utilization against capacity, builds a chair-time report in Google Sheets, and posts the open-capacity summary to Slack so your clinic can fill empty stations and add patients.
Renvio›Google Sheets›Slack
Automated Colonoscopy Recall Worklists
WebRun reviews past colonoscopy results and recommended intervals in EndoManager, finds patients now due or overdue for their next screening or surveillance exam, builds a recall worklist in Google Sheets, and drafts outreach for staff to review.
EndoManager›Google Sheets›Slack
Automated Self-Pay Package Balance Tracking
Every week, WebRun opens Osmind, matches each self-pay patient's prepaid infusion or TMS package against sessions used and payments in Stripe, flags packages nearly used up or underpaid, posts an internal Slack digest, and drafts a top-up invoice for the front desk to review.
Osmind›Stripe›Slack
Automated Progress Photo Recall
WebRun tracks how long since each patient's transplant in TrichoSuite, and when they hit a 3, 6, or 12 month milestone it drafts a WhatsApp and text invite to submit progress photos for your team to send.
TrichoSuite›WhatsApp›Twilio
Automated Sedation Record Audits
Every day, WebRun audits yesterday's moderate sedation records in HI-IQ for missing fields, logs the gaps to Google Sheets, and drafts a completion request to the responsible clinician in Outlook for you to approve.
HI-IQ›Google Sheets›Outlook
OmniMD Automated Cancellation Backfill
When a procedure slot opens, WebRun finds waitlisted vein patients who fit in OmniMD, drafts a personalized text to each through Twilio, and posts your front desk in Slack to approve the outreach before any message goes out.
OmniMD›Twilio›Slack
Angelpaw Automatic Keepsake Reorder Alerts
Every morning, WebRun checks urn and keepsake stock in Angelpaw against upcoming demand, drafts a reorder purchase order in QuickBooks, and pings your team in Slack about what's running low.
Angelpaw›QuickBooks›Slack
OnRamp Automated Coating Line Scheduling
Every morning, WebRun reads open coating work orders in OnRamp, groups them by color and cure schedule to cut changeovers, drafts a proposed run order on a Google Calendar, and posts your team a Slack plan of what to hang first, for the scheduler to confirm.
OnRamp›Google Calendar›Slack
Automated Vet Inventory Reorder Alerts
WebRun checks medication and supply levels in ThoroVet each morning, compares each item against its reorder point, logs the shortfalls to a Google Sheet, and posts your team a reorder list so the farm-call truck never runs dry.
ThoroVet›Google Sheets›Slack
FieldX Automated Scouting Route Planning
Every morning, WebRun opens FieldX, sees which fields are due for scouting, orders them into an efficient route, adds it to Google Calendar, and sends the plan to the scout in Telegram.
FieldX›Google Calendar›Telegram
FieldFlo Automated Crew Timesheet Logging
Every evening, WebRun collects the day's crew time entries by job from FieldFlo, drafts a payroll-ready timesheet in QuickBooks, and posts your office a Slack summary of hours by job and any missing entries.
FieldFlo›QuickBooks›Slack
Automated Plant Flow Anomaly Alerts
Every hour, WebRun reads the plant flow figures logged in Operator10, compares them to normal for the time of day, and pings operators in Telegram when something looks off.
AllMax Operator10›Google Sheets›Telegram
Steelhead Automatic Rack and Load Planning
Every morning, WebRun reads the open work orders and due dates in Steelhead, groups jobs that share a bath and rack, and posts a suggested load sequence to your calendar and Slack.
Steelhead Technologies›Google Calendar›Slack
Automated Grain Storage Fee Invoicing
On the first of each month, WebRun reads stored-grain balances in Ceres, calculates each producer's storage charge, raises the invoices in QuickBooks, and drafts the billing emails in Gmail for you to approve.
Vertical Software Ceres›QuickBooks›Gmail
Agriware Automated Supply Reorder Alerts
Every morning, WebRun checks pot, soil, and label stock in Agriware 365, pulls each supplier from QuickBooks, and drafts a reorder email in Gmail for you to review and send.
Agriware 365›QuickBooks›Gmail
Automated Feed Reorder Drafts
Every morning, WebRun checks feed stock on hand against usage in Farm360, and when a feed type is running low it drafts a reorder email to the supplier in Gmail and flags it in Slack for you to approve.
Innovasea Farm360›Gmail›Slack
MyApiary Automated Feed Reorder Alerts
Every week, WebRun reads feeding events and consumable usage in MyApiary, tracks your syrup and pollen stock in a Google Sheet, and drafts a reorder email to your supplier when stock runs low, ready for you to send.
MyApiary›Google Sheets›Gmail
User Interviews Automated No-Show Alerts
WebRun watches each User Interviews session against its Zoom room, and when a participant is a no-show it alerts the researcher in Slack with the backfill options to book next.
User Interviews›Zoom›Slack
AMFG Automated Machine Queue Alerts
Every hour, WebRun checks AMFG for jobs newly scheduled to each printer and posts the operator a Slack list of what is queued next, with the material and estimated build time.
AMFG›Slack
Automated Course Approval Reminders
WebRun finds finished courses waiting for a final approval in Cognota and posts a Microsoft Teams reminder that tags each internal reviewer with what is pending, so sign-off does not hold up a launch.
Cognota›Microsoft Teams
Automated Statement of Use Reminders
Each morning, WebRun opens Alt Legal, finds marks whose statement of use or extension window is open or closing, puts each date on your Google Calendar, and posts the team a Slack reminder so no window is missed.
Alt Legal›Google Calendar›Slack
Automated Property Report Delivery
Every few minutes, WebRun finds title orders whose property report is complete in AbstractorPro and drafts a delivery email to the client in Gmail, left unsent for you to review before it goes out.
AbstractorPro›Gmail
Automated Asset Dependency Alerts
Every few hours, WebRun reads the asset dependency graph in Vani Software, finds shots stuck because an upstream asset is not ready, and pings the responsible lead on Telegram so the bottleneck gets cleared fast.
Vani Software›Telegram
Interpreter.io Automated Unfilled Booking Digest
Every morning, WebRun reviews the coming days of court bookings in Interpreter.io, groups the ones that still need an interpreter by how soon they are, and sends your coordinator a single internal Telegram digest to work from.
Interpreter.io›Telegram

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