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.

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All categories
Automated ASC Appointment Confirmation Drafts
WebRun checks HST Pathways for surgical cases scheduled in the next 48 hours, drafts a personalized confirmation message for each patient in Twilio, and queues them for staff to review and approve before anything is sent.
HST Pathways›Twilio›Google Sheets
Automated Amazon Account Health Monitoring
Every morning, WebRun opens Amazon Seller Central's Account Health dashboard, checks your Order Defect Rate, Late Shipment Rate, and policy violations, and sends a Telegram alert for any metric approaching the danger threshold.
Amazon Seller Central›Helium 10›Telegram
Automated Alarm Technician Certification Expiry Tracking
WebRun monitors technician certification and license expiry dates in a Google Sheet, posts a weekly alert to your Slack operations channel, and drafts renewal reminder messages so no field tech is sent to a job with a lapsed credential.
AlarmBiller›Google Sheets›Slack
Automated Air Cargo Accessorial Charge Audit
WebRun compares accessorial charges on carrier invoices in QuickBooks against the approved tariffs stored in Awery, flags discrepancies above your tolerance threshold, and logs the findings in Google Sheets for your finance team to dispute.
Awery›QuickBooks›Google Sheets
Kipu Health Automated Appointment Confirmation Drafts
WebRun checks Kipu Health each afternoon for tomorrow's appointments, drafts a confirmation message for each patient for staff review, and posts a send-ready queue to Google Sheets so your front desk can approve and dispatch in one pass.
Kipu Health›Google Sheets›Twilio
Net Health Wound Care Provider Utilization Report
WebRun compiles a weekly provider utilization report from Net Health WoundExpert, showing visit volume, new patient intake, and active caseload per clinician, and posts it to your program director in Slack and a Google Sheets dashboard so workload is balanced proactively.
Net Health›Google Sheets›Telegram
Net Health Wound Care Prior Authorization Tracking
WebRun checks Net Health WoundExpert daily for wound care patients whose prior authorizations are expiring or already expired, logs each case to a tracker, and posts a daily digest to your billing team so no visit runs without coverage.
Net Health›Airtable›Slack
Net Health Wound Photo Documentation Completeness Check
WebRun checks Net Health WoundExpert daily for completed wound care visits that are missing required wound photo documentation, and posts a completeness worklist to your clinical team so gaps are closed before billing.
Net Health›Slack›Google Sheets
Net Health Automated Wound Care No-Show Report
Every evening, WebRun checks Net Health WoundExpert for wound care patients who missed their scheduled visit, logs each no-show with reason and appointment details, and posts a summary to your team so rescheduling can begin first thing tomorrow.
Net Health›Google Sheets›Slack
Net Health Wound Care Referral Intake Routing
WebRun monitors Net Health WoundExpert for incoming wound care referrals, reads the wound type and insurance, and posts a routing recommendation to your intake coordinator in Slack so the right clinician is assigned within hours of arrival.
Net Health›Slack›Airtable
Net Health Automated Healing Stall Worklist
WebRun reviews your Net Health WoundExpert caseload every morning, identifies patients whose wounds have not improved over the past two visits, and queues them into a prioritized follow-up worklist for your clinicians.
Net Health›Google Sheets›Slack
Net Health Wound Healing Rate Outcomes Report
WebRun compiles a weekly wound healing rate outcomes report from Net Health WoundExpert, summarizing healing rates by wound type and clinician, and posts it to your program director in Slack and as a formatted Google Sheets dashboard.
Net Health›Google Sheets›Slack
Net Health HBO Therapy Wound Care Recall Automation
WebRun reviews Net Health WoundExpert weekly for wound care patients who completed a hyperbaric oxygen therapy series but have not returned for follow-up assessment, and queues recall outreach drafts for your clinical coordinator to approve and send.
Net Health›Gmail›Google Sheets
Net Health Wound Care Denied Claim Worklist
WebRun checks Net Health WoundExpert weekly for denied wound care claims, logs each with denial reason and appeal deadline, and posts a prioritized worklist to your billing team in Slack so appeals go out on time.
Net Health›Airtable›Slack
Net Health Automated Debridement Follow-Up Tracking
WebRun checks Net Health WoundExpert daily for wound care patients who received a debridement procedure but have not yet had a follow-up visit scheduled, and queues a draft reminder for your coordinators to send.
Net Health›Google Sheets›Gmail
Net Health Wound Care Daily Schedule Digest
Every morning, WebRun pulls today's wound care appointment schedule from Net Health WoundExpert and posts a structured daily digest to your clinical Slack channel so clinicians walk in knowing exactly who they are seeing.
Net Health›Slack
Net Health Wound Care Gap Report Automation
WebRun reviews your Net Health WoundExpert caseload weekly and flags active wound care patients who are overdue for reassessment, missing a required care plan update, or have gone beyond the expected visit interval, and posts the report to your clinical lead.
Net Health›Google Sheets›Slack
Net Health Wound Care Balance Reminder Drafts
WebRun checks Net Health WoundExpert weekly for wound care patients with outstanding balances, drafts a polite balance reminder for each, and queues them in Gmail for your billing team to review and send after approval.
Net Health›Gmail›Google Sheets
Automated ServiceM8 Water Test Result Follow-Up
WebRun checks ServiceM8 for completed drilling jobs still awaiting water test results, drafts a client update for each, and queues the messages for your review before they are sent.
ServiceM8›Gmail›Google Sheets
Automated ServiceM8 Well Drilling Warranty Callback Tracking
Every Monday, WebRun reviews ServiceM8 for jobs flagged as warranty callbacks or defect returns, logs them in Airtable, and posts a callback worklist to Slack so your team resolves every warranty issue on time.
ServiceM8›Airtable›Slack
Automated ServiceM8 Well Drilling Review Requests
When a well drilling job is marked complete in ServiceM8, WebRun drafts a personalised review request for the client and queues it for your approval before anything is sent.
ServiceM8›Gmail›Google Sheets
Automated ServiceM8 Pump Service Reminders
Every Monday, WebRun reviews your ServiceM8 client history, finds clients whose pump service is approaching its annual due date, drafts a service reminder for each, and queues the messages for your review before anything is sent.
ServiceM8›Gmail›Airtable
Automated ServiceM8 Well Drilling Quote Follow-Ups
WebRun finds ServiceM8 quotes that have been open for several days without a client response, drafts a polite follow-up message for each, and queues it for your review before anything is sent.
ServiceM8›Gmail›Slack
Automated ServiceM8 Well Drilling Permit Tracking
WebRun reviews your ServiceM8 jobs each morning, finds any with permit deadlines approaching in the next seven days, and posts a deadline alert to Slack so your team can act before a permit lapses.
ServiceM8›Slack›Google Sheets

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