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 KYC Document Collection Chaser
WebRun checks Unit21 and your document tracker each morning for customers with incomplete KYC document sets, identifies what is still missing, and drafts collection request emails for your compliance team to review and send.
Automated Grant Portfolio Exception Flagging
WebRun scans Submittable daily for anomalies such as duplicate applications, unusually large award requests, or sudden status reversals, and posts a flagged exceptions list to your grants team for review.
Automated CFO Client Document Collection Chaser
Before month-end close, WebRun checks which clients have not yet provided bank statements, expense reports, or payroll files, drafts a polite chase email for each, and posts an outstanding-document tracker to Slack.
BizEquity Automated Document Collection Chaser
WebRun monitors which clients have not yet submitted their financial statements, tax returns, and supporting documents into BizEquity, then sends your team a daily chase list so nothing stalls a valuation engagement.
Avalara Automated Client Onboarding for Sales Tax
When a new client is added, WebRun pulls their nexus footprint from Avalara, sets up their compliance profile, and drafts a welcome checklist email for your review before anything goes out.
Neo.Tax Automated QRE Anomaly and Exception Flags
WebRun scans Neo.Tax for QRE calculations with unusual figures such as wage allocations above threshold percentages or expense categories with zero entries, and posts a flagged anomaly list to Slack for your team to review.
Automated LTC Pharmacy Eligibility Verification Worklist
Every morning, WebRun checks FrameworkLTC for new admissions and coverage change events from the past 24 hours, verifies payer eligibility status for each, flags unconfirmed or rejected eligibilities, and posts a worklist to your billing team so no fill ships without confirmed coverage.
Automated Anesthesia Missing Charge Capture
Every morning, WebRun opens Graphium Health, compares completed anesthesia cases against billed charges, flags any case with no corresponding claim, and posts the gap list to your billing team in Slack.
Automated RamSoft Radiology Recall Due Reminders
Every morning, WebRun checks RamSoft for patients whose radiologist-recommended follow-up study is coming due, and drafts recall reminder messages for your clinical coordinator to review and send.
Automated Birth Center Client Balance Collections
WebRun finds client balances past due in Maternity Neighborhood, drafts a polite payment reminder for each account for staff review, and posts a collections digest to Slack each week.
Healthy Roster Provider Utilization Digest
Every Monday, WebRun pulls visit volume, athlete encounter counts, and treatment logs from Healthy Roster for each provider and posts a utilization digest to Slack so leadership can spot imbalances and plan staffing.
Automated Employer Clearance Expiry Tracking
Every Monday, WebRun checks Enterprise Health for employee fitness-for-duty clearances and prior authorizations expiring within 45 days and posts a renewal worklist to the occupational health team in Slack.
Automated FQHC Prior Authorization Expiry Tracker
Every Monday, WebRun reviews prior authorization records in Azara DRVS, flags any authorizations expiring within 14 days, and posts a worklist to the billing team's Slack channel so renewals happen before claims are denied.
TDO Software Automated Prior Auth Expiry Tracking
Every morning, WebRun checks TDO Software for prior authorizations expiring in the next 30 days and posts your billing team a worklist so renewals are filed before a patient's treatment is delayed.
MAM Autopart Automated Order Exception Alerts
Every hour, WebRun scans MAM Software Autopart for orders stuck in exception status, such as price mismatches, missing part numbers, or allocation failures, and posts an actionable list to Slack so the team clears the queue before customers are kept waiting.
DMSi Agility Automated Order Exception Flags
Every morning, WebRun scans DMSi Agility for orders with pricing overrides, margin below threshold, or missing delivery details, and posts a worklist to Slack so your ops team can resolve issues before the orders ship.
Automated Lane Capacity Digest for Carriers
Every Monday, WebRun opens J. J. Keller Encompass, reviews available driver hours and truck positions by lane for the coming week, and posts your sales and dispatch teams a structured capacity digest so they know exactly what loads to accept.
Automated Freight Factoring Exception and Anomaly Flags
Every morning, WebRun scans OTR Solutions for exception patterns such as duplicate invoice submissions, unusually large fuel advances, or invoices with no matching rate confirmation, and posts a flagged anomaly list to Slack for your team to investigate.
Labelmaster Automated Hazmat Freight Invoice Chasing
WebRun checks your Labelmaster DGIS shipment records for completed dangerous goods loads with unpaid carrier invoices past their due date, logs them to QuickBooks, and drafts payment chasers for your review.
Terminal49 Automated Demurrage and Detention Tracker
WebRun monitors Terminal49 for containers approaching or past their last free day, calculates the accruing charges, and posts a daily risk digest to Slack so your team can act before fees escalate.
Automated Vanta Compliance Status Digest
Every Friday, WebRun pulls each client's control pass rate and open gaps from Vanta and posts a concise compliance status digest to your internal Slack channel.
FranConnect Field Audit Scheduling Confirmations
WebRun checks FranConnect for upcoming field audit visits, finds any without a confirmed franchisee response, and drafts confirmation messages for your field team to review and send.
Automated Avionte Job Order Fill-Rate Digest
Every morning, WebRun opens Avionte, counts open job orders by status and vertical, calculates fill rates, and posts a concise digest to Slack so your team starts the day with a clear picture.
iClassPro Automated Daily Enrollment Digest
Every morning, WebRun pulls the day's enrollment activity, class capacities, and attendance totals from iClassPro and posts a clean summary to Slack so the owner and front-desk team start the day fully informed.
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