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 Chargeback Deadline Tracking
Every morning, WebRun reads each open dispute's response-by date in Chargeflow, adds it to your calendar, and warns you in Slack about any deadline coming up in the next two days.
Automated Escheat Deadline Tracking
Every morning, WebRun opens Simple Escheat, reads the filing deadline for each state you report to, puts the ones coming due onto a shared calendar, and pings you on Telegram about anything close.
Automated Local File Deadline Tracking
Every morning, WebRun reads each country's local file due dates from Exactera, updates a deadline tracker in Google Sheets, and posts what is due soon to Slack.
Automated 1031 45-Day Deadline Tracking
Each morning, WebRun reads active exchanges in Accruit Exchange Manager Pro, works out the 45-day identification deadline and days remaining for each, logs them to a Google Sheet, and posts the team a Slack countdown.
Automated Cost Seg Engagement Letters
WebRun pulls the study scope and fee from KBKG, builds a matching engagement letter as a DocuSign envelope, and leaves it queued for a partner to review and send for signature.
Automated Drum Truck Cycle Tracking
Every few minutes, WebRun reads live truck GPS in Dispatch360, logs each cycle stage from loaded to on-site to washing out, and writes a running cycle-time sheet so dispatch can see the whole fleet at a glance.
Trux Automated Cycle-Time Tracking
Every hour, WebRun reads GPS cycle data in Trux, measures each truck's quarry-to-jobsite round trip against target, records the times in Google Sheets, and pings a cycle-time snapshot to the owner on Telegram.
Automated Short Load Barrel Flagging
Every morning, WebRun reviews yesterday's Engage Mobilize hauls, flags any load that came in below your minimum barrel threshold, and posts dispatch a ranked list so short loads get investigated.
Automated Two Person Crew Routing
WebRun scans tomorrow's orders in Deliveright, groups the oversized two person stops into an efficient run, and drops the proposed crew route on Google Calendar for a planner to confirm.
Automated Carrier Authority Age Flags
WebRun checks each newly onboarded carrier's FMCSA authority age in Highway, flags any younger than your policy threshold, logs it to a Google Sheet, and posts your team a Slack heads-up for review.
Automated Livestock Transit-Time Alerts
WebRun watches active livestock loads in M2X, works out how long the animals have been aboard, alerts dispatch in Slack when a load nears its welfare limit, and drafts a check-in text to the driver for a dispatcher to send.
Automated Kosher Wash Prerequisite Alerts
Before a kosher wash is due to start, WebRun reads the job in TankSoft Pro, lists the required prerequisite steps, and posts the bay team a clear pre-wash checklist in Slack.
Automated Out-Of-Service Chassis Tracking
WebRun reviews out-of-service chassis in MRI Intermodal Software, flags any past your repair turnaround target, logs the aging list to a Google Sheet, and posts the depot team a Slack summary of what is overdue.
Automated Missed Pickup Alerts
WebRun watches CXT Software for timed blood-draw pickups that are running late, and alerts your dispatch team in Slack and Telegram the moment a scheduled window is at risk.
Automated Reefer Pre-Cool Reminders
WebRun reads your scheduled pickups from Google Calendar, checks each assigned trailer's box temperature in Fleet.Net, and posts a Slack reminder to pre-cool the reefer while queuing the remote pre-cool command for approval.
BeyondTrucks Automated HOS Conflict Alerts
WebRun compares each assigned bulk lane in BeyondTrucks against the driver's remaining hours of service, flags any run that would break drive or duty limits, and alerts dispatch in Slack while there is still time to swap.
Automated RightEye EyeQ Report Drafts
WebRun pulls each new Sports Vision EyeQ report from RightEye, writes a plain-language summary of the athlete's results, and queues it as a Gmail draft for your trainer to review before it reaches the athlete.
Automated Telehealth Consult Link Drafts
Ahead of each virtual visit, WebRun reads the day's telehealth consults in MilkNotes, creates a Zoom meeting for each, and drafts a join-link email in Gmail for you to approve and send.
Automated Vision Therapy Session Reminders
Each morning, WebRun reads the day's vision therapy appointments from Sanet Vision Integrator and drafts a friendly reminder text and email for each patient, then leaves them for your front desk to review and send.
Automated Garment Reorder Reminders
WebRun finds patients whose compression garments are near the end of their 6-month life, drafts a friendly reorder reminder text and email for each, and queues them for your team to review before anything reaches a patient.
Auditdata Automated Supply Reorder Campaigns
Every week, WebRun finds patients likely out of hearing aid batteries, domes, and wax guards in Auditdata Manage, then drafts a reorder campaign in Mailchimp for staff to approve before it sends.
Automated Optical Lab Remake Tracking
WebRun watches Ocuco Innovations for jobs marked as breakage or remake, logs each one to a Google Sheet with its cause, and posts a Slack alert so production can rework it fast and spot recurring quality issues.
Automated DSO New Office Onboarding Tracking
When a new location moves to closed in Salesforce, WebRun builds its onboarding checklist in Asana, checks setup progress in Denticon, and posts a weekly status of every office still onboarding.
Automated Pediatric Recall Reactivation
WebRun finds children overdue for their six-month recall in Oryx Dental, builds a reactivation list in Google Sheets, and drafts a gentle come-back campaign in Mailchimp for you to approve.
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