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 Denture Try-In Scheduling
WebRun finds patients whose denture cases are ready for a try-in, checks the try-in openings on your calendar, and drafts a scheduling text for each patient so your front desk sends it with one tap.
XLDent›Google Calendar›Twilio
Panda Perio Automated SRP Re-Evaluation Recall
WebRun finds patients who finished scaling and root planing in Panda Perio, checks whether their four to six week re-evaluation is booked, holds a slot in Google Calendar, and drafts a recall text for staff to approve.
Panda Perio›Google Calendar›Twilio
nAbleIVF Automated Cryostorage Fee Billing
Every month, WebRun opens nAbleIVF, finds patients whose annual cryostorage fee anniversary is coming up, checks whether each has already been billed in QuickBooks, and drafts an invoice and a reminder email for staff to review so no stored specimen sits unbilled.
nAbleIVF›QuickBooks›Gmail
Verify MC Automated Registry Filing Tracking
WebRun reviews recently certified patients in Verify MC, works out whose paperwork has not yet been submitted to the state medical cannabis registry, and posts your compliance team a Slack worklist so no approved patient is left stuck before their card is issued.
Verify MC›Google Sheets›Slack
Automated Oral Appliance Auth Tracking
WebRun tracks every pending oral appliance prior authorization in DentalWriter, logs the status in a sheet, and posts a Slack digest so no appliance is delivered before approval and no request stalls past its follow-up date.
DentalWriter›Google Sheets›Slack
Sonio Automated Abnormal Finding Referrals
Each morning, WebRun opens Sonio, finds finalized reports with an abnormal or flagged finding, drafts a referral note in Outlook to the matching specialist for a clinician to approve and send, and alerts the MFM team in Slack so nothing waits.
Sonio›Outlook›Slack
Automated Missed Transmission Reminders
Every morning, WebRun finds patients overdue on a scheduled remote transmission in Octagos, drafts a reminder text in Twilio and a reminder email in Gmail for each, and leaves both unsent for your coordinator to review and send.
Octagos›Twilio›Gmail
Renvio Automated Capitation Reconciliation
WebRun cross-checks Renvio's Monthly Capitation Payment billing against the treatment log and active census, builds a variance sheet of patients who look under-billed or over-billed, and posts the exceptions to Microsoft Teams so your billing team can correct claims before the deadline.
Renvio›Google Sheets›Microsoft Teams
Automated GIQuIC Measure Preparation
WebRun pulls the current period's colonoscopy and EGD quality measures from EndoManager, checks each case for the fields GIQuIC needs, and posts a Slack digest of what is ready and what is missing, then stages the submission package for a human to review and file.
EndoManager›GIQuIC›Slack
Automated PHQ-9 and GAD-7 Trend Digest
Every week, WebRun opens Osmind, reads each active patient's latest PHQ-9 and GAD-7 scores, compares them to their baseline and prior visit, logs the trend to Google Sheets, and posts your clinicians a Slack digest of who is improving and who is stalling.
Osmind›Google Sheets›Slack
Automated FUE Graft Count Recap
After every transplant day, WebRun pulls each FUE session's graft counts from TrichoSuite, logs them to a Google Sheet, and posts your surgical team a Slack recap of grafts placed per case.
TrichoSuite›Google Sheets›Slack
Automated Consignment Stent Par Alerts
Every morning, WebRun checks consignment stent counts in HI-IQ against your par levels, drafts a restock request to each vendor rep in Outlook for you to approve, and posts a low-stock summary to Slack.
HI-IQ›Outlook›Slack
OmniMD Automated Vein Therapy Timer
Every morning, WebRun reviews varicose vein patients on conservative therapy in OmniMD, counts how many weeks each has completed, and tells you in Telegram who has met the payer waiting period and is ready to proceed.
OmniMD›Google Sheets›Telegram
Angelpaw Automatic Cremation Status Alerts
As each pet moves through Angelpaw, WebRun drafts a gentle SMS and email update for the pet parent and leaves both for your team to review and send.
Angelpaw›Twilio›Gmail
OnRamp Automated Powder Lot Traceability
Each day, WebRun reads powder material lots in OnRamp from receipt through application, builds a Google Sheet traceability record linking each lot to the batches and work orders it coated, and posts a Telegram summary of what was consumed and what is running low.
OnRamp›Google Sheets›Telegram
ThoroVet Automated Split-Billing Invoices
WebRun reads each completed farm-call visit in ThoroVet, splits the charges across the owners and the trainer or barn per your rules, drafts each invoice in QuickBooks, and queues an email for you to approve before anything is sent.
ThoroVet›QuickBooks›Gmail
FieldX Automated Soil Sample Tracking
Every morning, WebRun opens FieldX, checks which soil samples have been collected and submitted, logs their status in Google Sheets, and posts a short tracking digest to Slack.
FieldX›Google Sheets›Slack
FieldFlo Automated NESHAP Notification Drafts
When a new abatement or demolition job is scheduled in FieldFlo, WebRun drafts the NESHAP notification with the job details filled in and leaves it for your compliance lead to review and file with the agency.
FieldFlo›Gmail›Google Drive
Automated Operator10 Permit Exceedance Alerts
Every morning, WebRun checks Operator10 readings against your NPDES permit limits, flags any parameter over the line, and alerts your compliance lead in Microsoft Teams.
AllMax Operator10›Microsoft Teams›Gmail
Steelhead Automatic Plating Job Cost Reports
Every Monday, WebRun pulls each finished job's labor time per process step from Steelhead, works out cost against the quoted price, and posts you a profitability report in a Sheet and Slack.
Steelhead Technologies›Google Sheets›Slack
Automated Grain Contract Balance Digest
Every morning, WebRun reads open grain contracts in Ceres, compares each against its inbound and outbound applied bushels, and posts a Slack digest of what is under, over, or due to price soon.
Vertical Software Ceres›Slack
Agriware Automated Available-to-Sell Digest
Every morning, WebRun reads available-to-sell inventory in Agriware 365, writes a snapshot to a Google Sheet, and sends your sales team a Telegram digest of what is ready to sell today.
Agriware 365›Google Sheets›Telegram
Automated Farm360 Biomass Growth Summary
Every Monday, WebRun reads current stock, biomass, and average weight per cage in Farm360, logs the week's figures to Google Sheets, and posts a growth summary to Microsoft Teams.
Innovasea Farm360›Google Sheets›Microsoft Teams
MyApiary Automated Queen History Digest
Every Monday, WebRun reads queen events from MyApiary, builds a running queen history sheet per hive, and posts your team a digest of recent requeens and colonies still overdue for a new queen.
MyApiary›Google Sheets›Slack

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