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 Fixed Asset Reconciliation
WebRun compares the asset classes in a finished KBKG study against the fixed asset ledger in QuickBooks, flags every mismatch in recovery period or amount, and hands you a variance report.
Automated Concrete Drum Time Alerts
Every few minutes, WebRun checks batch time against the clock for every active load in Dispatch360 and alerts dispatch in Slack before a load passes its 90-minute or turns limit, so it can be poured or returned in time.
Trux Automated Truck Arrival Heads-Up
As trucks leave the plant, WebRun reads their GPS position and ETA in Trux, logs each en-route truck in Google Sheets, and drafts an SMS heads-up to the contractor in Twilio for your approval before it sends.
Automated Crude Ticket QuickBooks Invoicing
Every morning, WebRun pulls approved crude-hauling tickets from Engage Mobilize, drafts a matching invoice in QuickBooks for each customer, and leaves them for your billing team to review before sending.
Automated Failed Delivery Alerts
WebRun catches failed first attempt deliveries in Deliveright, alerts dispatch in Slack with the reason, and queues a reschedule text to the consignee in Twilio for approval.
Automated Carrier Packet Review Routing
When a carrier finishes onboarding in Highway, WebRun assembles their vetting packet, drafts a compliance-review email with the highlights but leaves it unsent, and posts your team a Slack note that the packet is ready.
Automated Livestock Head-Count Reconciliation
WebRun compares the booked head count in M2X to the quantity drivers edit in the app, logs each mismatch to a Google Sheet with the reason, and sends the day's head-count adjustments to the office on Telegram.
Automated Tank Wash QuickBooks Invoicing
When a wash ticket closes in TankSoft Pro, WebRun prices it, drafts an invoice to the carrier's account in QuickBooks, leaves it unsent for review, and posts a billing summary to Slack.
Automated Repair Estimate Threshold Alerts
WebRun scans new repair estimates in MRI Intermodal Software, flags any above your approval threshold, and alerts the depot manager in Slack and on Telegram so high-value jobs get a second look before work starts.
Automated Clinic Route ETA Notices
WebRun reads the live route in CXT Software, works out each clinic's expected arrival time, and drafts an ETA note for your dispatcher to approve before it reaches the clinic.
Automated Reefer Door-Open Exception Logs
WebRun reads reefer door sensor events from Fleet.Net, records any door opened too long or off route into a Google Sheet exception log, and posts an internal Slack digest so long door openings never go unnoticed.
BeyondTrucks Automated Load Confirmations
WebRun reads each completed load in BeyondTrucks, builds a per-compartment confirmation with product and volume, drafts a branded email to the shipper, and leaves it for your team to approve and send.
Automated Team Vision Benchmark Summary
WebRun reads a team's Sports Vision EyeQ results in RightEye, compares each athlete to peer benchmarks, builds a cohort scoreboard in Google Sheets, and posts the highlights to Slack for your coaching staff.
Automated MilkNotes Superbill Generation
After each visit is charted, WebRun generates the superbill in MilkNotes with the right ICD-10 and CPT codes, saves a copy to Google Drive, and drafts a Gmail email so the family can file for reimbursement.
Automated Vision Therapy Progress Summaries
Ahead of each scheduled progress visit, WebRun pulls the patient's tracked results from Sanet Vision Integrator, builds a plain summary of the gains in a Google Sheet, and drafts a briefing note for the treating optometrist to review.
Automated Garment Order Status Tracking
WebRun reads order confirmation and shipping emails from your compression garment vendors, updates the status of each order against its LymphaTech scan, and posts your fitter a Slack digest of what shipped, what is late, and what is ready to dispense.
Auditdata Automated Warranty Expiry Alerts
Every week, WebRun reviews dispensed devices in Auditdata Manage, finds hearing aids whose manufacturer warranty is about to lapse, logs them, and posts your team an internal Slack digest so no coverage window is missed.
Automated Lab Shipment Tracking Notices
WebRun matches finished jobs in Ocuco Innovations to their ShipStation shipments, then drafts a shipped notification with tracking for each eyecare account for your team to approve and send.
Automated Unscheduled Treatment Portfolio
Each week, WebRun opens Denticon, totals the diagnosed but unscheduled treatment value at every office, logs it to a Google Sheet, and posts a portfolio view to Microsoft Teams ranking where the opportunity is.
Automated Medicaid Eligibility Verification
WebRun reads the upcoming pediatric schedule in Oryx Dental, checks each child's Medicaid coverage, logs the result in Google Sheets, and posts your team a heads-up in Slack about any lapse.
Automated Implant Restoration Phase Digest
WebRun reviews your implant restoration cases in XLDent each morning, works out which are ready for the next phase, logs them to a phase board, and posts the team a Microsoft Teams digest so healing, impression, and delivery handoffs never stall.
Panda Perio Automated Surgery Confirmations
WebRun reads tomorrow's periodontal surgery schedule in Panda Perio, drafts a confirmation text and a pre-op instruction email for each patient, and leaves both for staff to approve so every surgical case shows up prepared.
nAbleIVF Automated Nitrogen Fill Scheduling
Every morning, WebRun reads each cryotank's fill record in nAbleIVF, works out which tanks are due or overdue for a liquid nitrogen top-up, adds the fills to a shared Google Calendar, and posts today's fill list to Slack so no tank drifts past its schedule.
Verify MC Automated Renewal Recall Drafts
WebRun finds patients in Verify MC whose medical cannabis certification is about to lapse, drafts a friendly renewal recall as both a Twilio text and a Gmail email, and holds every message for staff approval so lapsing patients get a timely nudge that a human signs off first.
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