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.
TouchBistro Automated Gift Card Liability Tracking
Every Monday, WebRun pulls the outstanding gift card balances from TouchBistro, totals your current liability, and logs the summary to Google Sheets.
Aplos Automated Nonprofit Compliance Deadline Tracker
Every Monday, WebRun checks Aplos for upcoming grant reporting, audit, and regulatory filing deadlines, flags those due within 45 days, and posts a compliance calendar to your finance channel.
Addepar Compliance Deadline Tracker Automation
Every Monday, WebRun checks Addepar entity data against your compliance calendar, identifies upcoming and overdue regulatory deadlines, and posts a prioritized list to Slack so nothing is missed.
Automated ASC 606 Compliance Deadline Tracker
Every Monday, WebRun checks Leapfin for upcoming ASC 606 compliance tasks and close deadlines, and posts a prioritized to-do list to your accounting Slack channel.
Unit21 Automated SAR Deadline Tracking
WebRun reads open cases in Unit21 each morning, calculates the days remaining to file each SAR, and posts a prioritized deadline list to Slack so your compliance team never misses a regulatory window.
Automated Grant Inquiry Data Entry from Email
When potential applicants email your grants inbox with eligibility questions or program inquiries, WebRun extracts the key details and creates a tracked inquiry record in Submittable so no lead is lost.
Automated CFO Client Compliance Deadline Tracking
WebRun monitors upcoming tax lodgement dates, board reporting deadlines, and statutory filing due dates across your client portfolio, and posts a weekly compliance calendar to Slack so nothing is missed.
BizEquity Automated Compliance Deadline Tracker
WebRun monitors key compliance deadlines tied to valuation engagements, such as estate-planning update windows, buy-sell agreement review dates, and lender reporting due dates, and alerts advisors in Slack before any deadline passes.
Avalara Automated Sales Tax Deadline Tracking
WebRun checks Avalara for upcoming filing deadlines across all your registered states, cross-references your filing calendar, and posts a prioritized alert to Slack so nothing is late.
Neo.Tax Automated R&D Filing Deadline Tracker
WebRun checks Neo.Tax for upcoming filing and amendment deadlines, maps them against Google Calendar, and posts a weekly digest to Slack so your team never misses a due date.
Automated LTC Pharmacy Claim Denial Worklist
Every morning, WebRun opens FrameworkLTC, pulls all pharmacy claims rejected or denied in the past 24 hours, groups them by denial reason and facility, logs the worklist to Google Sheets, and posts a Slack summary to your billing team so every denial is actioned the same day it arrives.
Automated Anesthesia Claim Denial Worklist
Every morning, WebRun reviews your anesthesia billing queue in Graphium Health, collects all new claim denials with denial codes and amounts, and posts a prioritized worklist to your billing team so denials get appealed before the timely-filing window closes.
Automated RamSoft Radiology Claim Denial Worklist
Every morning, WebRun opens RamSoft's billing module, pulls denied and rejected claims, categorizes them by denial code and facility, and posts a prioritized worklist to your billing team in Slack so every denial gets worked before the appeal deadline.
Automated Birth Center Claim Denial Worklist
WebRun checks Maternity Neighborhood for denied claims each week, logs each denial with the reason code and amount to a Google Sheet, and posts a prioritized worklist to Slack for your billing team.
Healthy Roster Claim Denial Worklist Automation
Every morning, WebRun checks Healthy Roster for newly denied claims, categorizes each by denial reason, logs the worklist to a Google Sheet, and posts a summary to Slack so the billing team can appeal or correct the highest-value denials first.
Automated Workers Comp Claim Denial Worklist
Every Monday, WebRun checks Enterprise Health for workers compensation claims that were denied or returned for additional information, then compiles a prioritized worklist in Google Sheets for the billing team.
Automated FQHC Eligibility Verification Worklist
Every evening, WebRun pulls tomorrow's appointment schedule from Azara DRVS and assembles a prioritized eligibility verification worklist in Google Sheets, so your billing team can confirm coverage first thing in the morning.
TDO Software Automated Claim Denial Worklist
Every Monday, WebRun checks TDO Software for denied eClaims, groups them by denial reason, and posts your billing team a prioritized worklist so appeals are filed before the timely-filing window closes.
MAM Autopart Automated Customer Reorder Reminders
Every Monday, WebRun analyses purchase history in MAM Software Autopart to find trade accounts overdue for a regular reorder, drafts a personalised reminder email for each in Gmail, and leaves them for your reps to review before sending so no loyal customer drifts to a competitor.
DMSi Agility Automated Delivery Route Confirmations
Every morning, WebRun pulls the day's scheduled deliveries and will-call pickups from DMSi Agility, checks for incomplete addresses or missing contacts, and drafts confirmation messages for your dispatcher to review and send before the truck leaves.
Automated DOT Insurance Certificate Expiry Tracking
Every Monday, WebRun opens J. J. Keller Encompass, finds every insurance certificate expiring in the next 60 days, and sends your compliance team a prioritized renewal list so you never operate with expired coverage.
Automated Carrier Compliance Deadline Tracker
WebRun monitors your insurance certificates, operating authority, and MC number status in OTR Solutions and alerts your team in Slack before an expiry could pause your factoring advances.
Labelmaster Automated Carrier Insurance Cert Expiry Tracking
WebRun scans your approved carrier list for insurance and hazmat certification expiry dates, alerts your team 30 and 7 days out, and drafts renewal request emails for your review.
Automated Ocean Carrier Insurance Certificate Tracker
WebRun reviews your ocean carrier and freight forwarder insurance certificates each week and posts alerts for any expiring within 30 days so you can request renewals before shipments are at risk.
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