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 Anesthesia Billing Handoff Verification
Every night, WebRun opens Graphium Health, collects all cases completed that day with their CPT codes, time units, and provider data, confirms each is ready for billing handoff, and sends a clean case summary to your billing company or RCM team.
Automated RamSoft Appointment Confirmation Drafts
Every evening, WebRun pulls tomorrow's scheduled appointments from RamSoft, prepares confirmation messages for each patient, and queues them in Gmail as drafts for your scheduling coordinator to review and send.
Automated Birth Center Appointment Confirmation Drafts
WebRun checks Maternity Neighborhood for prenatal and postpartum visits scheduled in the next 48 hours, drafts a confirmation message for each client, and queues them for staff review before any message is sent.
Healthy Roster Automated Appointment Confirmations
WebRun checks Healthy Roster for upcoming athlete appointments, drafts a confirmation message for each for the trainer to review, and logs confirmed visits so the schedule is always current.
Automated Drug Screen Appointment Confirmation Drafts
When a drug screen or medical exam is scheduled in Enterprise Health, WebRun drafts an appointment confirmation for the employee and queues it for clinic staff to review before sending.
Azara DRVS Automated Care Gap Outreach Drafts
Every morning, WebRun opens Azara DRVS, pulls the current care-gap worklist, and drafts a personalized outreach message for each overdue patient, ready for staff review before anything is sent.
TDO Software Automated Appointment Confirmation Drafts
Each evening, WebRun pulls tomorrow's schedule from TDO Software and prepares a confirmation message draft for each patient so your team can review and send first thing in the morning.
MAM Autopart Automated Backorder Status Digest
Every morning, WebRun pulls the open backorder list from MAM Software Autopart, groups lines by expected receipt date, and posts a digest to Slack so counter staff can give trade customers an accurate ETA without picking up the phone.
DMSi Agility Automated Backorder Status Digest
Every morning, WebRun pulls open backorders from DMSi Agility and sends your inside sales team a digest of which orders are waiting on supply, with expected arrival dates, so they can proactively update contractors.
Automated Accessorial Charge Audit for Carriers
Every Monday, WebRun reviews completed loads in J. J. Keller Encompass against your rate confirmations, identifies accessorial charges that were incurred but not invoiced, and posts your billing team a reconciliation worklist to fix before the weekly billing run.
Automated Freight Factoring Application Status Digest
Every morning, WebRun checks OTR Solutions for carrier applications in progress, logs their current status and any missing items to a Google Sheet, and posts a daily pipeline digest to Slack so your onboarding team always knows where each applicant stands.
Labelmaster Automated Hazmat Accessorial Charge Audit
WebRun reviews carrier invoices for your dangerous goods shipments, flags unexpected or overcharged accessorial fees against your contracted rates, and logs discrepancies to a Google Sheet for your team to dispute.
Terminal49 Automated Accessorial Charge Audit
WebRun compares accessorial line items on carrier invoices against the real container milestones in Terminal49 to catch charges for services that were not rendered, and logs each discrepancy for your dispute process.
Automated Intermodal Proof of Delivery Chasing
WebRun scans Rail Command for intermodal shipments that have been delivered but still lack a signed proof of delivery, then drafts a polite chase email to each carrier contact and logs the open items in Google Sheets.
EZLynx Automated Rate Change Notice Drafts
When a carrier rate change is noted in EZLynx, WebRun drafts a clear, empathetic notice email for each affected client and posts your producers a Slack alert so they can review and send before the renewal lands.
Automated Therap IDD Referral Pipeline Tracking
WebRun checks Therap daily for new and in-progress referrals, logs status updates to a Google Sheets tracker, and posts a weekly pipeline summary to the intake team in Slack so no referral goes cold.
Automated Heavy Haul On-Time Performance Report
Every week, WebRun pulls completed move data from ProMiles, compares planned versus actual delivery times, calculates on-time performance by route and customer, and posts a summary report to Slack so your ops team can spot patterns and improve.
Automated Equipment Rental Contract Renewal Reminders
WebRun checks e-Emphasys for rental agreements expiring in the next 30 days, drafts renewal offer emails for each customer in Gmail, and queues them for your rental team to review and send.
Automated Etsy Weekly Shop Stats Report
Every Monday, WebRun pulls your Etsy shop stats, overlays Marmalead keyword trends, writes a full performance report to Google Sheets, and emails you a summary via Gmail.
Automated Grocery Supplier Invoice Chaser
Every week, WebRun cross-references ECRS CATAPULT purchase orders against QuickBooks bills, spots any PO without a matched invoice, drafts a follow-up email to the supplier, and queues it for your approval.
Automated Ghost Kitchen Supplier Invoice Chasing
Every week, WebRun checks QuickBooks for overdue supplier invoices, drafts a polite payment-chaser email in Gmail for each one, and posts a summary of what is outstanding to Slack.
Encompass Automated Quote Follow-Up Drafts
Every morning, WebRun checks open quotes in Encompass that have not been responded to in 3 days, drafts a follow-up email for each in Gmail, and notifies the rep in Slack.
Wherefour Automated Slow-Moving Inventory Report
Every week, WebRun analyzes finished goods inventory in Wherefour, identifies items with low sales velocity relative to quantity on hand, calculates days of supply remaining, and logs a slow-mover report to Google Sheets with FEFO expiry context so your sales and ops teams can act before stock ages out.
Automated EV Charging Maintenance Scheduling Confirmations
When a maintenance visit is booked in your calendar, WebRun drafts a confirmation message for the site host with the date, time, and technician details, and queues it for your team to review and send.
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