Templates
Workflow templates.
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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.
Neo.Tax Automated R&D Document Collection Chaser
WebRun checks Neo.Tax for incomplete document submissions, identifies which clients are missing payroll exports or project records, and queues reminder messages for your review before sending.
Automated LTC Pharmacy Delivery Confirmation Tracking
After each delivery run, WebRun checks FrameworkLTC and FrameworkPOD for completed delivery confirmations, flags any routes or facilities that are missing a signed proof of delivery, and posts a resolution list to your operations team.
Automated Anesthesia MIPS Quality Gap Tracking
Every Monday, WebRun opens Graphium Health, checks each provider's MIPS and QCDR quality measure performance against annual targets, flags anyone below threshold, and posts a gap worklist to your quality team.
Automated RamSoft Prior Authorization Expiry Tracker
Every morning, WebRun checks RamSoft for scheduled studies whose prior authorization is expiring within 7 days, and posts an action list to your scheduling team in Slack so every auth is renewed before the patient arrives.
Automated Birth Center No-Show Recovery
When a client misses a prenatal visit in Maternity Neighborhood, WebRun flags the gap, drafts a re-engagement message for staff review, and logs the outreach in the chart.
Healthy Roster Prior Auth Expiry Tracker
WebRun reviews open prior authorization records in Healthy Roster, flags any expiring within 30 days, logs the renewal worklist to a Google Sheet, and posts an alert to Slack so the sports medicine team never treats an athlete on a lapsed auth.
Automated Occupational Health No-Show Recovery
When an employee misses a scheduled surveillance exam or drug screen, WebRun flags the no-show in Enterprise Health, drafts a reschedule notice for clinic staff to review, and logs the outreach in Google Sheets.
Automated FQHC Patient Balance Reminder Drafts
Every week, WebRun identifies patients with outstanding balances in Azara DRVS, checks their sliding-fee discount tier, and drafts a courteous, correctly priced balance reminder for billing staff to review before sending.
TDO Software Automated Patient Balance Chaser
Every Monday, WebRun opens TDO Software, finds overdue patient balances, and prepares draft payment reminder messages for your billing team to review and send before aging worsens.
MAM Autopart Automated New Trade Account Onboarding
When a new trade customer account is created in MAM Software Autopart, WebRun prepares a welcome pack in Google Docs and queues a personalised welcome email draft in Gmail for your team to review and send.
DMSi Agility Automated Contractor Onboarding Kickoff
When a new contractor account is created in DMSi Agility, WebRun collects the missing setup details, logs the account in Google Sheets, and drafts a welcome email for your credit manager to review and send.
Automated J. J. Keller DQ File Expiry Tracking
Every morning, WebRun opens J. J. Keller Encompass, finds every driver with a medical card, CDL, MVR, or road test due to expire within 30 days, and sends your safety team a prioritized action list.
Automated Freight Factoring Document Chaser
WebRun checks OTR Solutions for invoices awaiting proof of delivery or rate confirmations, identifies which drivers or dispatchers still need to submit, and queues reminder messages for your team to review and send.
Labelmaster Automated Hazmat Driver Cert Expiry Tracking
WebRun monitors your driver roster for expiring hazmat training certificates, CDL hazmat endorsements, and required documents, alerts your fleet manager, and drafts renewal notices for review.
Automated Ocean Freight Delay Exception Alerts
WebRun watches Terminal49 continuously for containers that develop a delay, missed transshipment, customs hold, or vessel schedule change, and posts an immediate alert to your Slack ops channel with the details.
Automated Vanta Critical Control Failure Alerts
Whenever Vanta flags a critical control failure or a new high-severity security exception, WebRun reads the details and sends an immediate alert to your vCISO team in Slack so no critical gap goes unnoticed.
FranConnect FDD Disclosure Acknowledgment Chaser
WebRun checks FranConnect for franchise candidates who received their FDD but have not acknowledged receipt, and drafts a follow-up for your development team to review before sending.
Automated Avionte Timesheet Exception Alerts
Every morning, WebRun opens Avionte, finds timesheets with missing hours, unapproved exceptions, or no-call no-show flags, and posts an alert digest to Slack so your payroll team can resolve issues before the pay cycle closes.
iClassPro Automated Gymnastics Incident Alerts
When an incident or injury note is recorded in iClassPro, WebRun immediately notifies the head coach and gym director in Slack and logs the details in a secure Google Sheet so nothing is missed and follow-up is tracked.
Cents Automated Laundromat Loyalty Win-Back Drafts
WebRun identifies loyalty members in Cents who have not visited in 30 days, drafts a personalized win-back offer message for each, and queues them in Slack for your approval before any text or email goes out.
365 Retail Markets Automated Loyalty Win-Back Drafts
Every week, WebRun identifies loyalty members in 365 Retail Markets who have not purchased in 30 or more days, and drafts a personalised win-back message for each via Mailchimp for your team to review and approve before sending.
SwiftComply Automated Failed Device Worklist
Every morning, WebRun pulls all recently failed backflow test reports from SwiftComply and builds a prioritized repair and follow-up worklist for your compliance team in Google Sheets.
Automated Destruction Authorization Form Follow-Ups
WebRun finds clients with pending destruction authorization forms in O'Neil Stratus, drafts a polite follow-up for each, and keeps your compliance queue clear.
Automated Buildertrend Document Collection Chaser
Every week, WebRun scans Buildertrend for pending client selections and unsigned change orders, drafts a personalised document-request email for each client in Gmail, and posts a chase list to Slack so nothing stalls a job.
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