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.
Healthy Roster No-Show Recovery Automation
When an athlete misses an appointment in Healthy Roster, WebRun flags the gap, drafts a follow-up message for the athletic trainer to review, and logs the outreach attempt so nothing falls through the cracks.
Automated Occupational Health Intake Questionnaire Chaser
Every morning, WebRun checks Enterprise Health for employees who have an upcoming surveillance exam but have not yet completed their pre-exam intake questionnaire, then posts a follow-up list to the clinic coordinator.
Automated FQHC No-Show Recovery Digest
Every afternoon, WebRun checks Azara DRVS for today's no-shows, identifies open appointment slots, and posts a recovery digest to your front-desk Slack channel so staff can quickly reschedule the right patients.
TDO Software Automated No-Show Recovery
Each afternoon, WebRun checks TDO Software for no-shows and same-day cancellations, drafts reactivation messages for each patient, and alerts your coordinator to fill the gap.
MAM Autopart Automated Low-Stock Reorder Alerts
Every morning, WebRun checks MAM Software Autopart for SKUs at or below their reorder point and posts a prioritised reorder list to Slack so your purchasing team acts before a stockout hits the trade counter.
DMSi Agility Automatic Low-Stock Reorder Alerts
Every morning, WebRun checks DMSi Agility for building-materials SKUs below their reorder point and posts a prioritized replenishment list to Slack so your buyers can act before a stockout.
Automated Driver Detention and Demurrage Tracking
Every morning, WebRun reviews driver logs in J. J. Keller Encompass for on-site dwell times exceeding your free-time threshold, flags detention events, and posts your billing team a daily log of unbilled detention charges to invoice before the window closes.
Automated Freight Factoring Delinquency Risk Worklist
WebRun pulls your OTR Solutions aging report each week, scores each broker by payment history and days outstanding, and builds a risk worklist your team can act on before delinquent invoices eat into your reserve account.
Labelmaster Automated Detention Demurrage Tracking
WebRun monitors your dangerous goods shipments in Labelmaster DGIS for detention and demurrage risk, logs charges to Google Sheets, and alerts your team before fees escalate.
Automated Container Customs Hold Digest
WebRun checks Terminal49 each morning for containers with an active CBP, USDA, FDA, or port hold, logs them to a Google Sheet, and posts a customs hold digest to your Slack ops channel so your broker can act immediately.
Automated Vanta Evidence Collection Chaser
Every week, WebRun checks Vanta for controls still waiting on client-supplied evidence, identifies the missing documents, and sends your team a worklist with a draft chase email for each outstanding item.
FranConnect Compliance Document Collection Chaser
WebRun checks FranConnect for missing or expiring compliance documents, finds every franchisee still outstanding, and drafts a follow-up email for your team to review and send.
Automated Avionte Onboarding Document Chaser
Every morning, WebRun checks Avionte for candidates with incomplete onboarding tasks, and drafts reminder texts in Twilio for your onboarding team to review and send so no placement is delayed by missing paperwork.
iClassPro Automated Waiver and Document Chasing
Every morning, WebRun checks iClassPro for students who are enrolled but missing a signed waiver or required document, then drafts a gentle follow-up for each family so nothing falls through the cracks before the first class.
Cents Automated Laundromat Supply Reorder Alerts
WebRun checks your Cents supply levels daily, flags items below your reorder threshold, and sends your manager a Telegram alert with a ready-to-send purchase list.
365 Retail Markets Automated Low-Stock Reorder Alerts
WebRun checks every market's live inventory in 365 Retail Markets ADM, spots items below your reorder threshold, maps them to the planogram slot, and sends a prioritised restock list to your driver via Telegram before the route begins.
SwiftComply Automated Daily Dispatch Digest
Every morning, WebRun compiles the day's backflow test schedule from SwiftComply into a dispatch digest sorted by tester and route, and posts it to your operations Slack channel so dispatchers have a full picture before any tester leaves the yard.
Automated O'Neil Stratus Client Onboarding
When a new client account is created in O'Neil Stratus, WebRun drafts the welcome email, sets up the client record with default retention codes, and posts the kickoff task list to your operations team in Slack.
Automated Buildertrend New Client Onboarding Kickoff
When a new contract is signed in Buildertrend, WebRun sets up the project structure, creates the onboarding task list, and sends a welcome email draft to the homeowner so no new job starts without a proper kickoff.
Buildout Automated New CRE Listing Onboarding
When a new exclusive listing is won, WebRun creates the full Buildout listing record, populates the marketing fields, and drafts the onboarding checklist so nothing is missed on day one.
Oracle MICROS Simphony Low-Stock Reorder Alerts
Every morning, WebRun checks Oracle MICROS Simphony inventory levels across your properties, flags items below their reorder threshold, and sends your purchasing team a Slack alert with a ready-to-act reorder list.
Automated talech Low-Stock Reorder Alerts
Every morning, WebRun scans your talech inventory, finds items at or below your reorder threshold, and sends a reorder alert to Slack and a draft purchase request to Gmail.
Automated GoTab Low-Stock Reorder Alerts
WebRun monitors GoTab inventory, spots kegs and items falling below reorder thresholds, and sends your purchasing team an alert with the items to order.
Automated Epos Now Low-Stock Reorder Alerts
Every morning, WebRun scans your Epos Now inventory for items at or below reorder level and sends your team a Telegram alert listing what needs ordering today.
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