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
Sonio Automated Charge Capture Sweep
Every night, WebRun opens Sonio, compares the day's finalized ultrasound reports against what has a CPT charge captured, lists any exam missing its charge in Google Sheets, and posts the billing team a Slack recap.
Sonio›Google Sheets›Slack
Automated Portal Transmission Sync Audit
Every morning, WebRun checks each manufacturer portal for transmissions received overnight, confirms they synced into Octagos, logs any that are missing to Google Sheets, and posts your team a Microsoft Teams audit so no transmission falls between vendor sites.
Octagos›Google Sheets›Microsoft Teams
Renvio Automated ESA Dosing Review Queue
WebRun checks Renvio each month for patients whose hemoglobin and iron labs fall outside your anemia protocol, drafts the suggested ESA dose adjustment for clinician review, and posts the review queue to Microsoft Teams so no anemia decision waits for the next chairside chart pull.
Renvio›Microsoft Teams
Automated Colonoscopy Prep Reminders
WebRun reads tomorrow's colonoscopy schedule from EndoManager, drafts a personalized bowel-prep reminder text and email for each patient with their start time and prep steps, and leaves them queued for staff to review and send.
EndoManager›Twilio›Gmail
Automated Spravato Prior Auth Tracking
Every morning, WebRun opens Osmind, reviews every open Spravato and TMS prior authorization, flags any that are approaching a decision deadline, still pending too long, or newly approved, logs the status to Google Sheets, and sends your billing team a Telegram digest.
Osmind›Google Sheets›Telegram
Automated Hair Transplant Pre-Op Packets
WebRun finds procedures booked in the coming days in TrichoSuite, assembles each patient's pre-op instruction packet, and drafts it in Gmail and WhatsApp for your team to review before sending.
TrichoSuite›Gmail›WhatsApp
Automated IR QA Complication Digest
Every week, WebRun reads the interventional radiology complication and QA entries logged in HI-IQ, groups them by type and severity, and posts a Slack digest so nothing is missed before the QA review.
HI-IQ›Slack
OmniMD Automated Necessity Packet Builder
When an ablation is planned, WebRun gathers the clinical photos, duplex report, and conservative therapy notes from OmniMD, assembles a labeled packet in Google Drive, and asks your team in Slack to review it before submission.
OmniMD›Google Drive›Slack
Angelpaw Automatic Aquamation Batch Log
After each aquamation cycle, WebRun reads the batch and its pets in Angelpaw, logs run parameters and members to a Sheet, and sends your team a Telegram summary of what finished.
Angelpaw›Google Sheets›Telegram
OnRamp Automated Powder Reorder Alerts
Each day, WebRun checks powder color stock in OnRamp against your reorder points, posts a Slack alert on any color running low, and drafts a purchase order in QuickBooks for you to review, so a hot job never stalls waiting on powder.
OnRamp›QuickBooks›Slack
Automated Ambulatory Route Planning
WebRun reads the day's booked farm calls from ThoroVet each morning, orders the stops into an efficient driving route on Google Maps, and posts your mobile team a clean run sheet with addresses, horses, and the reason for each visit.
ThoroVet›Google Maps›Telegram
FieldX Automated VRT Prescription Log
Each day, WebRun opens FieldX, lists the variable-rate prescription maps built from soil and zone data, records each in Google Sheets, and posts a short summary to Slack.
FieldX›Google Sheets›Slack
FieldFlo Automated Clearance Report Compilation
When an abatement job passes final clearance in FieldFlo, WebRun gathers the clearance documents from Google Drive into one report package and drafts a delivery email to the client for your project manager to send.
FieldFlo›Google Drive›Gmail›+1
Automated Operator10 Lab Result Flagging
When new LIMS results land, WebRun checks them into Operator10, flags any result outside its expected range, and posts a review note to Microsoft Teams.
AllMax Operator10›Google Sheets›Microsoft Teams
Steelhead Automatic Rework and Reject Digest
Every night, WebRun reads the day's rework and reject records in Steelhead, groups the defects by cause, part, and line, and posts you a quality digest so the same problem stops recurring.
Steelhead Technologies›Slack
Automated Grain Settlement Statements
When a producer prices grain against a contract in Ceres, WebRun builds the settlement statement, posts the payable in QuickBooks, and drafts a settlement email to the producer for you to review before sending.
Vertical Software Ceres›QuickBooks›Gmail
Agriware Automated Propagation Scheduling
Every Friday, WebRun reads upcoming crop plans in Agriware 365, builds next week's sticking and sowing schedule on Google Calendar, and posts your propagation team a Slack rundown of what to start each day.
Agriware 365›Google Calendar›Slack
Automated Dissolved Oxygen Anomaly Flags
Every few minutes, WebRun reads the latest dissolved oxygen readings per cage in Farm360, compares each to its recent baseline, logs the readings to Google Sheets, and posts a Slack flag on any sudden drop.
Innovasea Farm360›Google Sheets›Slack
MyApiary Automated Apiary Route Planning
Every morning, WebRun reads which apiary sites are due a visit in MyApiary, builds a sensible driving order in Google Maps, and sends your team the route with what needs doing at each stop.
MyApiary›Google Maps›Telegram
User Interviews Automated Weekly Digest
Every Monday, WebRun tallies last week's completed User Interviews sessions and the week ahead, logs the numbers to Google Sheets, and posts a clean digest to Slack.
User Interviews›Google Sheets›Slack
AMFG Automated Quote Follow-Up Drafts
Every morning, WebRun finds AMFG quotes still awaiting customer approval, drafts a polite follow-up email for each in Gmail, and posts you a Slack list of who is still deciding.
AMFG›Gmail›Slack
Automated SME Review Reminders
WebRun finds storyboards waiting on a subject matter expert in Cognota, drafts a polite reminder email in Gmail for each overdue reviewer, and posts an internal Slack summary of what is stuck and with whom.
Cognota›Gmail›Slack
Automated Specimen Signoff Chasing
WebRun checks Alt Legal for filings that still need a specimen or a signed declaration, prepares the DocuSign signoff, and drafts a polite chase email so nothing stalls before the filing window closes.
Alt Legal›DocuSign›Gmail
Automated Overdue Abstractor Chasing
Every morning, WebRun finds assigned orders whose search results are overdue in AbstractorPro and drafts a friendly chase message to each abstractor in Gmail, left unsent for you to review.
AbstractorPro›Gmail›Slack

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