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.
SpotOn Reservation Confirmation Draft Automation
Whenever a new reservation or waitlist entry is added in SpotOn, WebRun drafts a personalized confirmation message for your team to review and send, so guests hear from you quickly without anything going out on autopilot.
TouchBistro Automated Refund Exception Alerts
Every morning, WebRun scans yesterday's TouchBistro refund transactions, flags any that exceed your threshold or lack a valid reason, and posts an alert to Slack.
Aplos Automated GL Exception and Anomaly Flags
Every morning, WebRun scans your Aplos general ledger for unusual transaction patterns such as duplicate entries, misposted fund charges, and outlier amounts, and posts a flagged exception list to your finance team.
Addepar New Entity Onboarding Automation
When a new family entity or investment account is added to Addepar, WebRun validates the data, creates the entity structure, and triggers the onboarding checklist in Google Sheets so nothing falls through the cracks.
Automated Leapfin Revenue Anomaly and Exception Flags
Every morning, WebRun scans Leapfin for revenue anomalies, unmatched transactions, and reconciliation exceptions, and posts a prioritized exception list to your accounting team in Slack.
Unit21 Automated Transaction Anomaly Flagging
WebRun scans Unit21 for newly triggered anomaly rules each hour, groups exceptions by customer and pattern type, and posts a structured digest to your compliance Slack channel for immediate review.
Automated Submittable Grantee Report Reminders
WebRun monitors Submittable for upcoming grantee progress and final report deadlines, drafts reminder messages for overdue or near-due reports, and queues them for your approval before sending.
Automated Fathom KPI Anomaly Alerts for CFOs
WebRun monitors Fathom daily for KPI breaches and variance anomalies across your client portfolio, and posts an alert to Slack the moment any client's metric crosses your threshold, so you can act before the client notices.
BizEquity Automated Valuation Exception and Anomaly Flags
Before any BizEquity valuation report is delivered, WebRun checks the key financial figures for anomalies, such as revenue inconsistent with prior years, unusually high or low multiples for the industry, and missing data fields, then flags any issues for the advisor to review.
Avalara Overdue Sales Tax Remittance Tracker
WebRun scans Avalara and QuickBooks for overdue or unpaid tax remittances, logs the shortfall per state, and drafts a payment initiation memo for your finance team to action.
Neo.Tax Automated R&D Client Onboarding Kickoff
When a new client engagement opens in Neo.Tax, WebRun creates the onboarding checklist in Google Sheets, drafts the welcome email with data-connection instructions, and posts the engagement kickoff to your internal Slack channel.
Automated FrameworkLTC eMAR Sync Error Monitoring
Every morning, WebRun checks FrameworkLTC for medication orders that failed to sync with connected facility eMAR systems, logs the errors by facility and drug, and posts a resolution list to your pharmacy team so nurses always have accurate medication records at the point of care.
Automated Anesthesia No-Show Recovery Worklist
Every morning, WebRun opens Graphium Health, identifies cases canceled or no-showed since the prior day, logs them with reason codes, and posts a recovery worklist to your scheduling team so open OR slots can be filled quickly.
Automated RamSoft Referral Volume Tracking
Every Monday, WebRun pulls the prior week's completed studies from RamSoft by referring provider and facility, posts a volume ranking to your business development team in Slack, and updates a Google Sheet dashboard so you can see which referral relationships are growing or declining.
Automated Prior Auth Expiry Tracking for Birth Centers
WebRun scans Maternity Neighborhood for prior authorizations expiring soon, builds a worklist for your billing team, and posts a weekly digest to Slack so no auth lapses mid-pregnancy.
Healthy Roster Automated Recall Reminders
WebRun scans Healthy Roster for athletes with follow-up appointments due in the next seven days, drafts a reminder message for each for the trainer to approve, and logs the outreach in the record.
Automated Occupational Health Provider Utilization Digest
Every Monday, WebRun pulls clinician appointment volumes and exam completion rates from Enterprise Health and posts a utilization digest to the medical director in Slack.
Azara DRVS Automated Patient Recall Reminders
Every week, WebRun checks Azara DRVS for patients due for annual wellness visits, chronic-disease screenings, or preventive services, and prepares reminder drafts for your care team to approve and send.
TDO Software Automated Recall Reminders
Every morning, WebRun checks TDO Software for patients with upcoming recall dates and prepares a batch of draft reminder messages for your team to review and send.
MAM Autopart Automated Overdue Invoice Chasing
Every Monday, WebRun pulls overdue balances from MAM Software Autopart, drafts a polite chaser email for each trade account in Gmail, and posts the outstanding list to Slack so your credit controller reviews and sends only what they approve.
DMSi Agility Automated Overdue Invoice Chaser
Every Monday, WebRun pulls overdue accounts receivable from DMSi Agility, logs the balances in Google Sheets, and drafts a polite payment reminder email per contractor for your AR team to review and send.
Automated Daily Load Status Digest for Carriers
Every morning, WebRun opens J. J. Keller Encompass, compiles the status of all active loads, flags any in-transit or at-risk deliveries, and posts your dispatch team a structured daily digest so every load has an owner and a plan.
Automated Freight Factoring Carrier Onboarding
When a new carrier is approved in OTR Solutions, WebRun reads their account details, creates a checklist in Google Sheets, and queues a welcome email for your team to review and send before the first invoice is submitted.
Labelmaster Automated Hazmat Lane Capacity Digest
Every Monday, WebRun reviews your active dangerous goods shipping lanes, checks carrier capacity and restrictions in Labelmaster DGIS, and posts a capacity digest to your operations team so you can plan the week's DG volumes ahead of time.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.