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 Master File Narrative Drafting
Each quarter, WebRun assembles the master file narrative in Exactera, saves the working draft to SharePoint, and drafts a review email that stays unsent until you approve it.
Automated 1031 180-Day Deadline Tracking
Each morning, WebRun reads active exchanges in Accruit Exchange Manager Pro, calculates the 180-day completion deadline and days remaining for each, writes each as a Google Calendar milestone, and posts the team a Slack countdown.
Automated Bonus Depreciation Deadlines
WebRun reviews open KBKG studies against the bonus depreciation phase-down schedule, works out which placed-in-service years are at risk, and alerts you before a lower rate locks in.
Automated Concrete Truck ETA Texts
As each drum truck leaves the plant, WebRun reads its live ETA in Dispatch360 and drafts a text to the jobsite contact so the crew is ready to pour, leaving every message for dispatch to approve before it sends.
Trux Automated Hauler Pace Alerts
Through the day, WebRun compares each hauler's completed loads in Trux against their target pace, alerts dispatch in Slack the moment a hauler is trending short, and pings the owner on Telegram when the gap is severe.
Automated Produced Water Pickup ETA Texts
When a produced-water haul is dispatched in Engage Mobilize, WebRun works out the pickup ETA, drafts a short text for the lease operator, and leaves it for a dispatcher to approve before it sends.
Deliveright Automated Install Completion Emails
WebRun spots completed white glove installs in Deliveright, drafts a per-order completion email to the retailer with the POD, and leaves it in Gmail for a coordinator to send.
Automated Carrier Insurance Lapse Alerts
WebRun watches your active carriers in Highway for insurance that has lapsed or is about to expire, and posts your team an instant Slack alert so no load rides on an uninsured carrier.
Automated Plant Livestock ETA Updates
WebRun reads each inbound load in M2X, compares its live ETA to the plant's booked processing slot, posts any at-risk arrival to Slack, and drafts an ETA update email to the plant for your team to send.
Automated Prior-Commodity Wash Flags
As each wash is checked in, WebRun reads the prior commodity in TankSoft Pro, checks it against your restricted list in Google Sheets, and flags any that need an extra wash step in Slack.
Automated Depot Stock Count
WebRun reads the current depot inventory in MRI Intermodal Software, tallies containers, tanks, and chassis by type and status, writes the count to a Google Sheet, and posts the team a Slack snapshot of the yard.
Automated Cold Chain Breach Logging
WebRun reads temperature readings for each specimen leg in CXT Software, logs any breach outside the required range to a sheet, and posts an internal Slack alert so the specimen can be reviewed.
Automated Reefer Unit Alarm Escalation
WebRun watches Fleet.Net for reefer unit alarm and fault codes, logs each one to a Microsoft Teams channel, and drafts an SMS to the on-call technician so a failing unit gets attention fast, with the text held for approval.
BeyondTrucks Automated BOL Invoicing
WebRun reads each completed bill of lading in BeyondTrucks, drafts a matching QuickBooks invoice with the right customer, product, and delivered volume, and posts billing a Slack summary of what is queued for review.
Automated Reassessment Reminder Drafts
WebRun finds athletes whose last Sports Vision EyeQ assessment is due for a repeat, tracks them in a Google Sheet, and drafts a friendly reminder email in Gmail for your team to review before sending.
Automated Lactation Visit Reminders
The day before each consult, WebRun reads tomorrow's schedule in MilkNotes and drafts a friendly reminder text in Twilio and email in Gmail, leaving both unsent for you to approve.
Automated Home Vision Therapy Follow-Up
Every week, WebRun checks who was assigned home vision therapy activities in Sanet Vision Integrator, logs their reported practice in a Google Sheet, and drafts a gentle check in text for families who have fallen behind.
Automated Limb Volume Change Alerts
WebRun compares each patient's latest LymphaTech scan against their prior baseline, spots any limb volume that has climbed past your threshold, and posts the treating therapist a Slack alert so a worsening limb gets attention fast.
Auditdata Automated Hearing Recheck Recalls
Every morning, WebRun finds patients overdue for their yearly hearing recheck in Auditdata Manage, drafts a personal recall text for each, and logs the recall list so staff approve every message before it sends.
Automated Lab Surfacing Bottleneck Alerts
WebRun checks the surfacing queue in Ocuco Innovations each hour, compares wait times and job counts against your targets, and alerts your lab leads in Microsoft Teams the moment a stage starts to back up.
Automated Provider Credential Expiry Tracking
Each week, WebRun reads provider credentials and license dates across every office in Denticon, logs what is expiring to a Google Sheet, and drafts a reminder to your credentialing coordinator for approval.
Automated Guardian Appointment Reminders
WebRun reads tomorrow's pediatric schedule in Oryx Dental, drafts a personal reminder text and email for each child's guardian, and queues them in Twilio and Gmail for your front desk to send.
Automated Seat Appointment Confirmations
WebRun finds patients with a final restoration due to seat in the next few days, drafts a confirmation text and an email for each, and leaves both unsent so your front desk can confirm the visit with one review.
Panda Perio Automated Maintenance Reactivation
WebRun finds periodontal maintenance patients overdue for their 90 day recare in Panda Perio, logs the lapsed list to Google Sheets, and drafts a warm reactivation text for staff to approve so gum health does not backslide.
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