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.
Addepar Subscription Renewal Expiry Tracker
Every Monday, WebRun checks Addepar entity and subscription data against a renewal calendar in Google Sheets, flags agreements expiring in the next 60 days, and posts an alert list to Slack for your team to act on.
Automated Revenue Schedule Rate Change Notices
When a pricing update changes a revenue schedule in Leapfin, WebRun drafts a rate-change notice for each affected customer for your finance and legal teams to review before sending.
Unit21 Automated Sanctions and PEP Review Routing
WebRun checks Unit21 each morning for customer risk ratings and sanctions screening records due for periodic review, builds an expiry-sorted worklist, and routes each review to the correct analyst in Slack based on customer type.
Automated Grant Program Guideline Change Notices
When grant program rules, indirect cost rates, or award terms change, WebRun identifies all affected active grantees in Submittable, drafts a tailored notice for each, and queues every draft for your approval before sending.
Automated CFO Advisory Fee Rate-Change Notice Drafts
When you trigger an annual fee review, WebRun checks each client's billing history in QuickBooks, confirms current engagement scope using Fathom usage data, and drafts a personalised rate-change notice email for each client for your approval before sending.
BizEquity Automated Fee Change Notice Drafts
When your valuation service fees change, WebRun identifies every client on an affected pricing tier in BizEquity, drafts a fee change notice for each, and queues the drafts for advisor review before any client is notified.
Avalara Automated Client Compliance Statement Drafts
At month end, WebRun pulls each client's compliance activity from Avalara, builds a summary of returns filed, tax remitted, and open items, and drafts a delivery email for your review before anything is sent.
Neo.Tax Automated R&D Credit Statement Drafts
When a Neo.Tax study reaches final review, WebRun compiles the credit summary details and drafts a client-facing statement email for the engagement manager to review and send.
Automated LTC Pharmacy Staff Utilization Digest
Every Monday, WebRun pulls workload and production metrics from FrameworkLTC by pharmacist and technician, summarizes fills per hour, verification counts, and overtime flags, and posts a staffing utilization digest to your pharmacy director for workforce planning.
Automated Anesthesia Patient Recall Reminder Drafts
Every Monday, WebRun identifies patients due for anesthesia follow-up or recall visits based on case history in Graphium Health, and drafts reminder outreach messages for your care coordinator to review and send.
Automated RamSoft Unread Study Worklist Digest
Every hour, WebRun opens RamSoft PowerServer, pulls every unread and STAT-priority study, and posts a prioritized worklist digest to your radiology group's Slack channel so no urgent read goes unnoticed.
Automated Lab Results Routing for Birth Centers
When a lab result arrives in Maternity Neighborhood, WebRun checks which midwife owns the client chart, posts a routing alert to Slack with the result type and priority, and logs the pending review in a tracking sheet.
Healthy Roster Staff Credential Expiry Tracker
WebRun checks your credential and certification records in Healthy Roster, flags any that expire within 60 days, logs the worklist to a Google Sheet, and alerts the program director in Slack so renewals never catch anyone by surprise.
Automated Occupational Health Waitlist Slot Filling
When an occupational health exam appointment is cancelled, WebRun finds the next eligible employee on the waitlist in Enterprise Health and drafts a fill offer for the clinic coordinator to review and send.
Automated FQHC Waitlist Slot-Fill Routing
Whenever an appointment slot opens, WebRun checks Azara DRVS for waitlisted patients who match the slot type and provider, and prepares offer drafts for front-desk staff to send to the best-fit candidates.
TDO Software Automated Waitlist Slot Filling
When a cancellation opens a slot, WebRun finds the best-matched waitlist patient in TDO Software and prepares a draft outreach message for your coordinator to review and send.
MAM Autopart Automated Vendor Cost Change Digest
Every Monday, WebRun compares this week's vendor invoices in MAM Software Autopart to the recorded buy prices and posts a digest of any cost variances to the purchasing manager so margin erosion is caught before it compounds.
DMSi Agility Automated Vendor Cost Change Digest
Every Monday, WebRun reviews vendor cost updates posted in DMSi Agility over the past week, calculates the margin impact by SKU, and sends a digest to your pricing team in Slack so they can adjust sell prices before margins erode.
Automated Freight Quote Follow-Up Drafts
Every morning, WebRun checks your open quote log, finds every quote sent more than 48 hours ago with no response, and drafts a polite follow-up email in Gmail for your sales team to review and send before the load is tendered elsewhere.
Automated Factoring Contract Renewal Tracker
WebRun monitors your OTR Solutions factoring contract renewal window, alerts your team in Slack before the notice deadline passes, and drafts a renewal or termination intent letter for your review.
Labelmaster Automated Hazmat Quote Follow-Up Drafts
WebRun finds open dangerous goods shipping quotes that have not had a customer response in 48 hours, drafts a follow-up email for each, and queues them in Gmail for your coordinator to review and send.
Automated Ocean Freight POD Chaser
WebRun checks Terminal49 each morning for containers that have been discharged and picked up but still lack a signed POD, then drafts a chaser email to the freight forwarder or trucker for your approval.
Automated Vanta Access Review Request Drafts
When a quarterly access review is due in Vanta, WebRun identifies the reviewers, drafts a clear access review request for each, and queues the emails for your approval before sending.
Automated FranConnect Franchise Lead Routing
When a new franchise candidate lead arrives in FranConnect, WebRun reads their profile, scores their fit, and routes them to the right development rep with a Slack alert so no strong candidate waits.
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