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 Grant Award Decision Letters
Once reviewers complete scoring in Submittable, WebRun drafts award and declination letters for every applicant and queues them for your program officer to approve before sending.
Automated CFO Board Pack Internal Approval Routing
Before delivering a board pack, WebRun checks that Fathom reports are finalised, drafts an approval-request email to the internal reviewer, and posts the pack summary to Slack for sign-off, so nothing goes to the board without a final human check.
BizEquity Automated Valuation Approval Routing
When a BizEquity valuation is ready for internal review, WebRun identifies the correct approver based on client type and deal size, drafts the review request, and notifies the reviewer in Slack so nothing waits in the wrong inbox.
Avalara Sales Tax Return Approval Routing
WebRun reads prepared return drafts in Avalara, compiles a review packet per state, and routes each to the right approver via Slack with a checklist, so nothing is filed without sign-off.
Neo.Tax Automated R&D Credit Approval Routing
When Neo.Tax completes a credit calculation, WebRun reviews the credit amount, routes a draft approval notice to the correct partner or manager tier, and queues the client notification for review before anything is sent.
Automated LTC Pharmacy Care Gap Outreach Drafts
Every week, WebRun reviews FrameworkLTC medication regimen records for care gaps tied to quality measures (adherence, high-risk medications, antipsychotic use), drafts facility outreach communications for your clinical pharmacist to review, and logs the cases to a tracking sheet.
Automated Anesthesia Care Gap Outreach Drafts
Every Monday, WebRun identifies anesthesia patients with open QCDR care gaps in Graphium Health and drafts targeted outreach messages for your care coordinator to review and send, so quality measure performance improves without automated patient contact.
Automated RamSoft Imaging Care Gap Outreach Drafts
Every week, WebRun identifies patients in RamSoft whose imaging history shows a care gap against clinical guidelines, drafts outreach messages to referring providers for clinical coordinator review, and logs the gap list so your radiology group closes quality measures.
Automated Prenatal Care Gap Outreach Drafts
WebRun identifies active prenatal clients in Maternity Neighborhood who are missing a recommended care touchpoint based on their gestational week, drafts outreach messages for staff review, and posts a care-gap summary to Slack.
Healthy Roster Automated Care Gap Outreach
WebRun reviews Healthy Roster for athletes with open injury records but no recent visit in the past 14 days, drafts a check-in message for the trainer to review, and surfaces the list so no injured athlete goes unmonitored.
Automated Occupational Health Care Gap Outreach Drafts
Every week, WebRun identifies employees in Enterprise Health who have open health surveillance care gaps, then drafts outreach messages for clinic staff to review and send to close those gaps.
Automated FQHC Claim Denial Appeal Worklist
Every Monday, WebRun pulls denied and rejected claims from Azara DRVS and QuickBooks, categorizes them by denial reason, and delivers a prioritized appeal worklist to your billing team so revenue is recovered before timely-filing deadlines pass.
TDO Software Automated Care Gap Outreach Drafts
Every Monday, WebRun finds patients in TDO Software who had a root canal started but never returned to complete treatment, and prepares draft outreach messages for your coordinator to review.
MAM Autopart Automated Credit Hold Worklist
Every morning, WebRun pulls every trade account currently on credit hold from MAM Software Autopart, groups them by balance and hold age, and posts a worklist to your credit controller so holds are reviewed and released or escalated before the account turns up at the trade counter.
DMSi Agility Automated Credit Hold Worklist
Every morning, WebRun pulls all orders on credit hold in DMSi Agility, groups them by account, checks the outstanding AR balance and days overdue, and posts a prioritized worklist to Slack so your credit team can release or escalate each hold before the contractor needs their materials.
Automated Cargo Claim Tracking and Resolution Digest
Every Monday, WebRun opens J. J. Keller Encompass and your claims inbox, compiles all open cargo claims with their age and status, and posts your operations team a weekly resolution worklist so no claim ages past the statutory deadline.
Automated Broker Credit Check Routing for Factoring
Before a carrier books a load, WebRun checks the broker's credit score in OTR Solutions, matches the risk level to the right approval tier, and posts a routing recommendation to Slack so the carrier or dispatcher can make an informed decision.
Labelmaster Automated Hazmat Cargo Claim Tracking
WebRun monitors your open cargo claims on hazmat shipments, logs status updates to Google Sheets, and drafts carrier follow-up emails for review so no claim goes unactioned past its filing deadline.
Automated Ocean Freight Cargo Claim Tracking
WebRun monitors your cargo claim register each week, updates the status of each claim against the carrier's portal and shipment data in Terminal49, and posts a claim status digest to Slack so nothing falls through the cracks.
Automated Vanta Certification Renewal Tracking
Every week, WebRun checks Vanta for approaching SOC 2, ISO 27001, and HIPAA certification renewals and posts a deadline tracker to Slack so no renewal sneaks up on your team.
FranConnect Franchise Agreement Renewal Reminders
WebRun checks FranConnect for franchise agreements expiring within 90 days, logs them to a renewal tracker, and drafts a renewal reminder for each franchisee for your team to review before sending.
Automated Avionte Candidate Credential Expiry Tracker
Every morning, WebRun scans Avionte for candidates whose certifications are expiring in the next 30 days, posts a worklist to Slack, and drafts renewal reminder emails for your compliance team to review and send.
iClassPro Automated Coach Certification Expiry Tracking
Every week, WebRun checks staff certification dates in iClassPro and Google Sheets, flags any coach whose CPR, USA Gymnastics, or SafeSport certification is expiring within 60 days, and posts an alert to Slack so renewals never slip past the deadline.
Cents Automated Daily Laundromat Sales Digest
Every morning, WebRun pulls the previous day's sales totals, machine-turn counts, and wash-dry-fold order volume from Cents and posts a clean digest to Slack so you start the day informed.
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