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
ShipStation Lost Package Claim Drafts Automation
WebRun identifies ShipStation shipments that qualify as lost, gathers the required claim data, and drafts a carrier claim document for each one so your team can review and file before the deadline.
ShipStation›Google Sheets›Slack
ShipStation Late Shipment Email Draft Automation
WebRun finds orders in ShipStation that are running late, drafts a personalized apology email for each customer in Gmail, and queues them for your review before anything is sent.
ShipStation›Gmail›Slack
ShipStation End-of-Day Manifest Report Automation
WebRun compiles all shipments closed out in ShipStation during the day, builds a carrier-sorted manifest report, and posts it to Google Sheets and Slack so your dock team and finance team have a complete record.
ShipStation›Google Sheets›Slack
ShipStation Delivery Delay Watchlist Automation
WebRun monitors ShipStation shipments for stalled tracking events, identifies packages that have not moved in more than 48 hours, and posts a delay watchlist to Telegram so your team can investigate proactively.
ShipStation›Telegram
Automated ShipStation Daily Shipping Digest
WebRun pulls the previous day's shipping data from ShipStation, calculates key metrics like on-time rate and label cost, and posts a concise digest to Slack for your ops team.
ShipStation›Slack
ShipStation Carrier Rate Shopping Report Automation
WebRun reviews your recent ShipStation shipments, compares the rates you paid against the best available rates by zone and service level, and posts a savings opportunity report to Google Sheets.
ShipStation›Google Sheets
ShipStation Address Validation Error Queue Automation
WebRun scans ShipStation for orders with address validation errors or warnings, groups them by error type, and posts an actionable queue to Airtable so your team can correct them before the pick-and-pack run.
ShipStation›Airtable
Automated DrChrono Referral Loop Closure Tracking
WebRun checks DrChrono each week for outgoing referrals that have not received a consultation note back and posts the care team a Slack tracker so no referral goes unanswered.
DrChrono›Slack
Automated DrChrono Provider Utilization Report
WebRun pulls DrChrono appointment and billing data each week and posts the practice manager a Google Sheets report showing each provider's patient volume, procedure mix, and schedule utilization.
DrChrono›Google Sheets
Automated DrChrono Procedure Follow-Up Reminder Queue
WebRun checks DrChrono each morning for patients who had an injection or procedure but have no follow-up appointment booked, drafts reminder messages, and queues them for staff review before sending.
DrChrono›Google Sheets
Automated DrChrono Prior Authorization Tracking
WebRun checks DrChrono daily for pending, expiring, and denied prior authorizations and posts your billing team a prioritized Slack list so no procedure gets delayed for a missing auth.
DrChrono›Slack
Automated DrChrono PDMP Check Reminder Queue
WebRun scans DrChrono each morning for upcoming appointments where a controlled substance may be prescribed and flags those without a recent PDMP check documented, posting a reminder queue to the clinical team in Slack.
DrChrono›Slack
Automated DrChrono Pain Management No-Show Report
Every evening, WebRun reviews DrChrono appointments for the day, identifies no-shows and late cancellations, and sends your front desk a Slack digest so they can follow up and backfill slots.
DrChrono›Slack
Automated DrChrono New Patient Intake Routing
WebRun checks DrChrono each morning for new patient intake forms submitted overnight, reviews the chief complaint and referral source, and posts the scheduling team a Slack routing recommendation with the best-fit provider.
DrChrono›Slack
Automated DrChrono Medication Agreement Renewal Tracking
WebRun scans DrChrono each week, flags patients whose controlled-substance treatment agreements are due or overdue for renewal, and posts your care team a prioritized worklist in Slack.
DrChrono›Slack
Automated DrChrono Injection Series Recall Reminders
WebRun scans DrChrono each week for patients whose injection series protocol says they are due for the next dose but have no appointment booked, then drafts recall messages for staff to review and send.
DrChrono›Google Sheets
Automated DrChrono Denied Claim Appeal Worklist
WebRun pulls denied claims from DrChrono every morning and posts your billing team a prioritized Slack worklist ranked by denial reason and filing deadline so every appeal gets filed on time.
DrChrono›Airtable
Automated DrChrono Pain Clinic Schedule Digest
Each morning, WebRun pulls tomorrow's appointment schedule from DrChrono and posts the care team a Slack digest showing each provider's patient load, procedure types, and any prep flags.
DrChrono›Slack
Automated DrChrono Pain Management Care Gap Report
WebRun audits DrChrono weekly for patients who are overdue for a required touchpoint (lab review, medication check, or follow-up) and posts the clinical team a care gap report in Slack.
DrChrono›Google Sheets
Automated DrChrono Patient Balance Reminder Drafts
WebRun finds outstanding patient balances in DrChrono each week and drafts a polite reminder for each account, queueing every message in Google Sheets for staff review before anything is sent.
DrChrono›Google Sheets
Fusion Web Clinic OT Therapist Utilization Report
Every Monday, WebRun opens Fusion Web Clinic, calculates last week's productivity metrics for each OT therapist including scheduled versus completed visits and billable hours, and logs the report to Google Sheets for supervisor review.
Fusion Web Clinic›Google Sheets
Fusion Web Clinic OT Plan of Care Recert Tracking
WebRun reviews Fusion Web Clinic each morning, finds OT plans of care due for recertification within the next 14 days, and posts a reminder digest to Slack so therapists can complete reassessments on time.
Fusion Web Clinic›Slack
Automated Fusion Web Clinic OT Outcomes Report
On the first of each month, WebRun opens Fusion Web Clinic, aggregates goal completion rates, discharge outcomes, and average episode length for OT patients, and logs the summary report to Google Sheets for leadership review.
Fusion Web Clinic›Google Sheets
Automated Fusion Web Clinic OT No-Show Report
Every evening, WebRun opens Fusion Web Clinic, tallies the day's no-shows and late cancellations, and sends your front desk a concise Google Sheets report so lost slots get tracked and rebooking is prioritized.
Fusion Web Clinic›Google Sheets

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