Templates
Workflow templates.
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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.
AdvancedMD Automated Urology Provider Utilization Report
WebRun pulls appointment and encounter data from AdvancedMD weekly and posts a provider utilization report to Google Sheets so leadership can spot underutilized slots and balance the urology schedule.
AdvancedMD Automated Urology Prior Authorization Tracking
WebRun reviews AdvancedMD daily for pending urology prior authorizations, flags those expiring or stalled, and posts a prioritized tracker to Google Sheets so nothing lapses.
AdvancedMD Urology Post-Procedure Follow-Up Reminders
WebRun checks AdvancedMD each morning for urology patients who had a procedure in the last seven to 14 days and have not yet had a follow-up appointment booked, then drafts follow-up outreach for staff review.
AdvancedMD Automated Urology No-Show Tracking
WebRun reviews AdvancedMD each afternoon for urology patients who missed their appointment, compiles a no-show report, and posts it to Slack so staff can rebook the slot.
AdvancedMD Automated Urology New Patient Intake Routing
WebRun checks AdvancedMD daily for new urology patient referrals and self-schedules, confirms intake forms are complete, and routes each case to the right provider with a Slack alert so nothing waits in the inbox.
AdvancedMD Automated Urology Denied Claim Worklist
WebRun reviews AdvancedMD daily for denied urology claims, categorizes each by denial reason, and posts a prioritized worklist to Google Sheets so your billing team can appeal before deadlines pass.
AdvancedMD Automated Urology Daily Schedule Digest
WebRun pulls tomorrow's urology schedule from AdvancedMD each evening and posts a structured digest to Slack so staff and providers know exactly what is coming.
AdvancedMD Automated Cystoscopy Prep Reminders
WebRun checks AdvancedMD for upcoming cystoscopy appointments and drafts pre-procedure prep reminder messages for staff to review and send to each patient.
AdvancedMD Automated Urology Care Gap Report
WebRun reviews AdvancedMD weekly for urology patients who are overdue on recommended screenings or follow-up visits, and generates a care gap report in Google Sheets for your quality and clinical teams.
AdvancedMD Automated Urology Balance Reminder Drafts
WebRun checks AdvancedMD weekly for urology patients with outstanding balances, drafts a polite balance reminder for each, and queues them for staff review before any message is sent.
AdvancedMD Urology Abnormal Result Follow-Up Worklist
WebRun checks AdvancedMD each morning for urology patients with abnormal lab or pathology results that have not yet had a follow-up action documented, and builds a worklist for the clinical team.
Automated Trovata Bank Reconciliation Worklist
Every morning, WebRun opens Trovata, identifies bank transactions that have not been matched to a ledger entry within your tolerance window, and logs them in an Airtable worklist so your team can clear the backlog before it grows.
Automated Trovata Payment Approval Queue
Every morning, WebRun reviews pending outgoing payments in Trovata that exceed your approval threshold, drafts a structured approval summary in Google Sheets, and pings your treasury approver in Slack to review before the payment window closes.
Automated Trovata Low Balance Account Alerts
WebRun monitors all Trovata-connected accounts throughout the day and sends a Telegram alert the instant any balance drops below your defined minimum, so you can act before an overdraft or missed payment.
Automated Trovata Intercompany Funding Tracker
Every morning, WebRun reviews Trovata for intercompany funding requests that have not yet settled, logs the overdue items in a Google Sheet, and sends a Slack alert to the responsible treasury team member to follow up.
Automated Trovata Idle Cash Sweep Identification
Every morning, WebRun scans Trovata for account balances that exceed your target operating level and logs the excess as sweep candidates in Google Sheets, ready for your team to act on.
Automated Trovata FX Exposure Report
Every morning, WebRun pulls all non-base-currency balances from Trovata, calculates your net FX exposure by currency, and posts a structured report to Slack so your treasury team can review hedging needs for the day.
Automated Trovata Fraud Alert Triage
Every morning, WebRun reviews Trovata transaction data for payments that match fraud indicators such as new payees, unusual amounts, or off-hours timing, logs each suspect transaction in an Airtable triage queue, and pings your treasury team in Slack to investigate.
Automated Trovata Debt Maturity Reminders
WebRun monitors your debt maturity schedule in Google Sheets against Trovata liquidity data and sends a Slack reminder to your treasury team at 90, 30, and 7 days before each debt maturity so you have time to refinance or repay.
Automated Trovata Daily Cash Position Report
Every morning, WebRun pulls all bank balances from Trovata, consolidates them by entity and currency, and posts a clean cash position summary to Slack so your treasury team starts the day informed.
Automated Trovata Covenant Liquidity Monitoring
Every morning, WebRun pulls your cash and liquidity data from Trovata, calculates the liquidity ratios defined in your debt covenants, and flags any ratio approaching or breaching its threshold in a Google Sheet watchlist.
Automated Trovata Cash Forecast Variance Digest
Every Monday, WebRun compares last week's Trovata cash forecast against actual bank movements, summarizes the variances by entity and category, and drops a digest into your treasury Slack channel so you can refine the model.
Automated Trovata Bank Fee Anomaly Detection
Every week, WebRun scans your Trovata transaction data for bank fees that are higher than usual or appear on accounts that rarely incur charges, logs the anomalies in Google Sheets, and pings your team to review.
Automated Trovata Account Signatory Review Tracker
Every month, WebRun cross-references your Trovata account list against your signatory register in Google Sheets and flags any account whose authorized signers have not been reviewed in the past year, or where a signer no longer matches your current roster.
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