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.
BizEquity Automated Fee Reconciliation Digest
Every Monday, WebRun matches payments received in QuickBooks against open valuation engagements in BizEquity, flags any engagement that has been delivered but remains unpaid, and delivers a reconciliation summary to the billing team.
Avalara Exemption Certificate Expiry Tracking
WebRun scans Avalara CertCapture for certificates expiring in the next 60 days, logs each one in Google Sheets, and drafts a renewal request for your review so nothing lapses unnoticed.
Neo.Tax Automated R&D Study Renewal Tracker
WebRun monitors Neo.Tax for engagements approaching their annual renewal window, updates the renewal calendar in Google Calendar, and alerts the responsible manager in Slack before the window closes.
Automated LTC Pharmacy Prior Auth Expiry Tracking
Every morning, WebRun scans FrameworkLTC for resident prior authorizations expiring in the next 30 days, builds a renewal worklist sorted by days remaining, and posts it to your billing and clinical teams so renewals are submitted before coverage lapses.
Automated Anesthesia Provider Utilization Digest
Every Monday, WebRun opens Graphium Health, pulls the prior week's case volume, time units, and OR utilization for each active anesthesia provider, and delivers a digest to your group administrator so staffing decisions are grounded in real data.
Automated RamSoft Radiologist Credential Expiry Tracking
Every Monday, WebRun checks your credentialing records and RamSoft provider roster for upcoming license, DEA, and board-certification expirations, and posts the at-risk list to Slack so your credentialing team can act before any deadline passes.
Automated Birth Center Referral Tracking
WebRun logs referrals sent from Maternity Neighborhood to specialists or labs, tracks whether a response or report has returned, and posts a weekly referral status digest to Slack so nothing is lost in transition.
Healthy Roster Automated Review Request Drafts
After an athlete completes a visit logged in Healthy Roster, WebRun drafts a review request for the trainer to approve before it goes out, helping the sports medicine program build its reputation without broadcasting protected health information.
Automated Occupational Health Credential Expiry Tracking
Every Monday, WebRun checks Enterprise Health for occupational health clinician licenses, certifications, and credentials expiring within 60 days and posts a prioritized renewal list to the clinic manager in Slack.
Automated FQHC UDS Quality Measure Tracking
Every week, WebRun pulls your current UDS measure performance from Azara DRVS and posts a concise digest to your quality team's Slack channel, so you stay on track for year-end reporting without last-minute scrambling.
TDO Software Automated Staff Credential Expiry Tracking
Every Monday, WebRun checks your staff credential records and posts your office manager a Google Sheets tracker and a Slack digest of licenses, CPR certs, and DEA registrations expiring in the next 90 days.
MAM Autopart Automated Slow-Moving Inventory Report
Every Monday, WebRun analyses sales history in MAM Software Autopart to find SKUs with no movement in the past 90 days and posts a slow-movers report to the purchasing manager so dead stock is cleared before it accumulates further.
DMSi Agility Automated Slow-Moving Inventory Report
Every Monday, WebRun scans DMSi Agility for SKUs with no sales activity in the past 90 days, calculates the carrying cost by branch, and posts a slow-mover report to Slack so your purchasing team can plan markdowns or returns to free up capital.
Automated Proof of Delivery Chaser for Carriers
Every morning, WebRun checks your load management records in J. J. Keller Encompass against your delivery log, finds every completed load that still lacks a signed POD, and drafts a chase email to the driver or broker for your dispatcher to review.
Automated Freight Factoring Rate Change Notices
When a rate adjustment applies to a carrier account in OTR Solutions, WebRun drafts a clear notice letter in Gmail and logs the change to a Google Sheet so your team can review and send it before the new rate takes effect.
Labelmaster Automated Hazmat POD Chasing
WebRun checks your DGIS shipment records for dangerous goods deliveries that lack a signed proof of delivery, then drafts a chaser to the carrier and alerts your compliance team.
Automated Ocean Carrier On-Time Performance Report
Every Monday, WebRun reads Terminal49 for completed shipments from the prior week, compares actual vessel arrival dates against original ETAs, and builds a carrier on-time performance report in Google Sheets.
Automated Vanta Compliance Deliverable Reminders
Every month, WebRun checks Vanta for upcoming recurring deliverables, such as policy reviews and security training deadlines, and sends your team an internal reminder digest with client details.
Automated FranConnect Franchisee Onboarding Kickoff
When a new franchisee is added in FranConnect, WebRun opens their onboarding checklist, assigns every task to the right team, and sends a welcome summary to your internal channel.
Automated Avionte Candidate Redeployment Check-Ins
Every week, WebRun checks Avionte for candidates whose assignments are ending soon, drafts a redeployment check-in text in Twilio for recruiter review, and posts a redeployment pipeline to Slack.
iClassPro Automated Recurring Billing Reminders
Before each billing cycle, WebRun checks iClassPro for families on recurring tuition plans and drafts a billing heads-up for staff to review and send, so parents are never surprised by an auto-charge.
Cents Automated Laundromat Shift Coverage Alerts
WebRun checks your Cents staff schedule daily for upcoming uncovered or short-staffed shifts and sends a Telegram alert to your manager so gaps are filled before the shift starts.
365 Retail Markets Automated Kiosk Offline Alerts
WebRun monitors kiosk uptime across all 365 Retail Markets locations, detects any kiosk that has gone offline or stopped processing sales, and immediately alerts your operations team in Telegram so downtime is measured in minutes, not hours.
SwiftComply Automated Tester Route Confirmations
Each morning, WebRun pulls the day's backflow test appointments from SwiftComply, builds a route-ordered confirmation for each tester, and drafts a schedule summary so dispatchers can send it after a quick review.
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