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 Lavu POS Low-Stock Reorder Alerts
Every morning, WebRun checks your Lavu inventory counts, finds any ingredient or item below its reorder threshold, and sends a low-stock alert to Slack so orders go out before you run short during service.
Heartland POS Automated Low-Stock Reorder Alerts
Every morning, WebRun scans Heartland inventory for items at or below your reorder point and sends a prioritized reorder list to Slack so your team can act before shelves go empty.
NCR Aloha Automated Low-Stock Reorder Alerts
Every morning, WebRun checks NCR Aloha inventory levels against your reorder thresholds, identifies items running low, and posts a reorder alert to Slack so your purchasing team can act before the lunch rush.
Automated Revel Systems Low-Stock Reorder Alerts
Every day, WebRun scans your Revel Systems inventory for items at or below their reorder point and sends a prioritized alert to your team so you can reorder before a stockout hits.
SpotOn Automatic Low-Stock Reorder Alerts
Every morning, WebRun checks SpotOn inventory counts, finds items at or below your reorder threshold, and posts a low-stock alert to Slack so your team can place orders before you run out.
TouchBistro Automatic Low-Stock and 86 Alerts
WebRun watches your TouchBistro inventory levels and sends a Telegram alert the moment an item hits your low-stock threshold or gets 86'd.
Aplos Automated Grant Covenant Compliance Tracker
Every week, WebRun opens Aplos, checks actual spending against each grant's allowable-use conditions, flags any potential covenant breach, and delivers a compliance status report to your finance team.
Addepar IPS Covenant Compliance Monitoring
Every Monday, WebRun reads portfolio data from Addepar, checks each family entity's allocation against its investment policy statement covenants, and posts a breach or at-risk list to Slack for your investment team.
Automated Revenue Covenant Compliance Tracker
Every Monday, WebRun reads recognized revenue totals from Leapfin, checks them against your active financial covenant thresholds, and alerts your finance team in Slack if any condition is at risk.
Unit21 Automated EDD Monitoring Condition Tracker
WebRun checks Unit21 each week for customers under enhanced due diligence or ongoing monitoring conditions, verifies that required review actions have been completed, and posts a condition tracker digest to your compliance team in Slack.
Automated Submittable Grant Deadline Tracking
WebRun monitors your Submittable program deadlines, flags closing windows, and posts a daily digest so your team never misses a submission cutoff.
Automated CFO Loan Covenant Monitoring with Fathom
WebRun checks each client's current financial ratios in Fathom against their loan covenant thresholds, flags any breach or near-breach, and posts a weekly covenant health digest to Slack so you can address issues before the lender does.
BizEquity Automated Loan Covenant Valuation Tracker
WebRun monitors clients whose loan covenants require a current business valuation and alerts advisors when a client is approaching the covenant deadline so a fresh BizEquity report can be prepared in time.
Avalara Tax Notice Logging From Email
WebRun reads incoming tax authority emails and nexus threshold notices, extracts the key details, and logs each as a new record in Avalara and a Google Sheet so nothing is lost in an inbox.
Neo.Tax Automated R&D Expense Data Entry From Email
When a client emails payroll breakdowns or expense summaries, WebRun extracts the figures, matches them to the open engagement in Neo.Tax, and logs them to Google Sheets for your team to verify before entry.
Automated LTC Pharmacy Controlled Substance Audit
Every day, WebRun reviews FrameworkLTC controlled-substance dispensing records against expected on-hand counts for each facility, flags any count discrepancies, and posts a resolution worklist to your pharmacist-in-charge so every variance is documented and investigated.
Automated Anesthesia Eligibility Verification Worklist
Every morning, WebRun reviews the next two days of scheduled anesthesia cases in Graphium Health, flags any patient whose insurance eligibility has not been verified or whose coverage looks inactive, and posts a verification worklist to your billing coordinator.
Automated RamSoft Critical Results Routing and Tracking
When RamSoft flags a critical or urgent finding on a signed report, WebRun identifies the referring provider, drafts a notification for radiologist review, and logs the communication in a tracking sheet so nothing slips through.
Automated Birth Center Eligibility Verification Worklist
Every week, WebRun checks Maternity Neighborhood for clients with prenatal or birth visits in the next 7 days whose insurance eligibility has not been verified, and posts a verification worklist to Slack for your billing team to action.
Healthy Roster Automated Intake Form Chaser
WebRun scans Healthy Roster for new athletes with incomplete intake paperwork, drafts a polite chaser for the trainer to review and send, and logs the outstanding forms so nothing is missing on day one.
Automated Workers Comp Eligibility Verification Worklist
Every morning, WebRun finds appointments in Enterprise Health where workers compensation eligibility has not yet been verified and builds a prioritized worklist for the billing team.
Automated FQHC New Patient Intake Form Chaser
Every morning, WebRun checks Azara DRVS for new patient appointments in the next 3 days that are missing required intake documents, and prepares reminder drafts for staff to send before the visit.
TDO Software Automated New Patient Intake Chaser
Every morning, WebRun checks TDO Software for new patients scheduled in the next 48 hours who have not yet completed their intake forms and prepares a gentle chase draft for your coordinator.
MAM Autopart Automated Delivery Route Confirmation
Every morning, WebRun pulls the day's delivery orders from MAM Software Autopart, groups them into route sequences, and posts each driver's run sheet to Slack so the team dispatches on time without last-minute scrambles.
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