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.

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All categories
Automated Concrete Truck Reassignment
When a jobsite falls behind, WebRun spots trucks stacking up or waiting in Dispatch360, drafts a reassignment to a ready job, and pings dispatch on Slack and Telegram to approve the move before any truck is redirected.
Dispatch360›Slack›Telegram
Trux Automated Load Reassignment
When a third-party hauler cancels in Trux, WebRun finds the orphaned loads, ranks available haulers by proximity and fit, posts a reassignment proposal to dispatch in Slack, and drafts an offer SMS to the top replacement in Twilio.
Trux›Slack›Twilio
Automated Missing Exit Scan Alerts
Every few minutes, WebRun checks Engage Mobilize for hauls that logged a site entry but never a geofence exit scan, and alerts dispatch so a truck is never left unaccounted for on a lease.
Engage Mobilize›Telegram
Automated Damage and Rejection Digest
WebRun tallies the day's damages and refused deliveries in Deliveright, builds a clear scoreboard in Google Sheets, and posts a plain-English digest to Slack each evening.
Deliveright›Google Sheets›Slack
Automated Onboarded Carrier Digest
Every morning, WebRun gathers the carriers onboarded in Highway since yesterday, summarizes each one's vetting result, and posts your team a single clean Slack digest.
Highway›Slack
Automated Daily Livestock Haul Report
WebRun reads the day's completed loads in M2X, tallies loads, head, and miles by driver and customer, appends the totals to a Google Sheet, and sends an end-of-day summary to your team on Telegram.
M2X›Google Sheets›Telegram
Automated Wash Bay Check-In Texts
When a bay frees up in TankSoft Pro, WebRun matches it to the next waiting driver, drafts a Twilio text telling them to check in, holds it for approval, and posts the queue move to Slack.
TankSoft Pro›Twilio›Slack
Automated CEDEX Repair Code Summaries
WebRun collects completed repairs in MRI Intermodal Software, groups the CEDEX component and damage codes by shipping line, logs the summary to a Google Sheet, and drafts each line a clean recap email for review.
MRI Intermodal Software›Google Sheets›Gmail
Automated On-Time Delivery Digest
Every morning, WebRun tallies yesterday's specimen deliveries in CXT Software, logs the on-time performance to a sheet, and posts a clear scorecard digest to your operations channel in Slack.
CXT Software›Google Sheets›Slack
Automated Low Reefer Fuel Alerts
WebRun tracks each reefer's fuel level in Fleet.Net, logs any trailer dropping below your threshold to a Google Sheet, and drafts a Telegram message to the driver so a low reefer tank is caught before the load warms, held for dispatch approval.
Wireless Links Fleet.Net›Google Sheets›Telegram
BeyondTrucks Automated Gallons-Hauled Digest
WebRun totals yesterday's delivered volume from BeyondTrucks by product, customer, and driver, logs the day to a Google Sheet, and posts your operations team a clean gallons-hauled digest in Slack every morning.
BeyondTrucks›Google Sheets›Slack
Automated Training Drill Follow-Up Drafts
WebRun reads each athlete's assigned drills from the RightEye Sports Vision Trainer, drafts a personal follow-up email in Gmail nudging them to complete their homework, and pings your coach in Telegram.
RightEye›Gmail›Telegram
Automated Lactation Coverage Checks
Ahead of upcoming consults, WebRun reads each client's insurance details in MilkNotes, records the plan and reimbursement notes in a Google Sheet, and posts a worklist in Slack of any family that needs a coverage conversation.
MilkNotes›Google Sheets›Slack
Automated Vision Therapy Recall Outreach
WebRun scans Sanet Vision Integrator for patients due or overdue for a re-evaluation, and drafts a warm recall email and text for each, leaving every message for your team to review before it goes out.
Sanet Vision Integrator›Gmail›Twilio
Automated Measurement Appointment Scheduling
WebRun finds patients due for a fresh limb scan in LymphaTech, holds suitable slots on your Google Calendar, and drafts a text inviting each patient to confirm, all queued for your front desk to review before anything is booked or sent.
LymphaTech›Google Calendar›Twilio
Auditdata Automated Benefit Verification
Each morning, WebRun reads upcoming fitting appointments in Auditdata Manage, builds a benefit verification worklist for each patient, and posts your billing team an internal Slack digest so coverage is confirmed before the visit.
Auditdata Manage›Google Sheets›Slack
Automated Lab Account AR Digest
WebRun pulls past-due account invoices from QuickBooks each Monday, cross-references recent job volume in Ocuco Innovations, drafts a polite reminder per account, and posts your finance team a prioritized AR digest in Slack.
Ocuco Innovations›QuickBooks›Slack
Automated Dental Chair Utilization Digest
Each morning, WebRun opens Denticon, measures how full each office's schedule is for the days ahead, logs open chair time to a Google Sheet, and posts a utilization digest to Microsoft Teams.
Denticon›Google Sheets›Microsoft Teams
Automated Sealant and Fluoride Recall
WebRun finds children overdue for sealants or fluoride in Oryx Dental, builds a target list in Google Sheets, and drafts an educational recall campaign in Mailchimp for your team to approve.
Oryx Dental›Google Sheets›Mailchimp
Automated Medical History Update Requests
WebRun finds patients with an upcoming visit whose medical history is stale, drafts a friendly request for each to update their health forms, and leaves every message unsent for your front desk to review and send.
XLDent›Gmail›Twilio
Panda Perio Automated Pocket Depth Alerts
WebRun compares each maintenance patient's latest perio charting against their prior visit in Panda Perio, spots sites where pocket depths have deepened, and posts the clinician an internal watch list so worsening disease gets caught early.
Panda Perio›Google Sheets›Telegram
nAble Witness Automated Custody Log
Every night, WebRun reads the day's nAble Witness scan events in nAbleIVF, assembles a clean chain of custody log of each specimen handoff and move in a Google Sheet, and posts a summary to Slack that flags any gap in the custody trail.
nAbleIVF›Google Sheets›Slack
Verify MC Automated Renewal Reminder Drafts
WebRun works out where each expiring patient sits in your renewal reminder sequence in Verify MC, drafts the next reminder email in Gmail, and posts a Slack coverage summary, so the whole staggered series is prepared for staff to approve instead of written by hand.
Verify MC›Gmail›Slack
Automated DMEPOS Enrollment Reminders
WebRun watches your DMEPOS Medicare enrollment, accreditation, and surety bond dates, puts each renewal on a calendar, and drafts an internal reminder so your DME billing privileges never lapse before a revalidation.
DentalWriter›Google Calendar›Gmail

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