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 OPIE Software Central Fab Order Tracking
Every morning, WebRun reviews outstanding central fabrication orders in OPIE Software, checks for orders approaching expected delivery dates or with no status update, and posts a tracker digest to Slack so your team follows up before patient appointments are affected.
Automated OPIE Software Patient Balance Reminder Drafts
Every Monday, WebRun reviews outstanding patient balances in OPIE Software and drafts a polite payment reminder for each patient, ready for staff to approve before any message is sent.
Automated Cerbo Supplement Refill Reminders
WebRun checks Cerbo each morning for patients whose supplement protocols are due for a refill, drafts a reminder for each, and queues them for your review before anything is sent.
Automated Cerbo Patient Review Request Drafts
Every evening, WebRun finds patients who completed a visit today, and for those flagged as satisfied by your provider, queues a personalized review request draft in Gmail for your team to send the next morning.
Automated Cerbo Patient Recall Reminders
Every Monday, WebRun scans Cerbo for patients who have not had a visit in 90 days or more, drafts a personalized recall message for each, and queues those drafts for staff review before anything is sent to the patient.
Automated Cerbo Provider Utilization Report
Every Monday, WebRun pulls the prior week's appointment data from Cerbo and posts a provider utilization report to Slack, showing booked hours versus available hours for each clinician so your practice manager can spot capacity gaps and take action.
Automated Cerbo Care Package Visit Tracking
Every Monday, WebRun opens Cerbo, counts the remaining visits on every active patient care package, and posts a usage summary to a Google Sheet so your front desk always knows who is running low before they book.
Automated Cerbo No-Show Report
Every evening, WebRun pulls Cerbo's appointment records, identifies patients who missed their visit today, and posts a tidy report to Slack so your team can follow up first thing tomorrow.
Automated Cerbo New Patient Intake Routing
When a new patient intake form arrives in Cerbo, WebRun reads their chief concerns, assigns them to the best-fit provider based on specialty and availability, and posts a routing summary to Slack so your coordinator can confirm the match in seconds.
Automated Cerbo Membership Renewal Reminders
Every Monday, WebRun checks Cerbo for patients on a membership or wellness plan whose renewal date falls within the next 30 days, drafts a warm renewal reminder for each, and queues those drafts for staff to review before sending.
Automated Cerbo Abnormal Lab Result Worklist
Every morning, WebRun scans Cerbo for newly arrived lab results that have abnormal values, builds a prioritized follow-up worklist, and posts it to your Slack channel so providers can act the same day.
Automated Cerbo Dispensary Low-Stock Alerts
Every morning, WebRun checks supplement inventory levels in Cerbo, identifies any product that has fallen below your reorder threshold, and posts a low-stock alert to Slack so your dispensary team can reorder before a patient comes in for their next refill.
Automated Cerbo Daily Schedule Digest
Every morning, WebRun pulls the day's appointments from Cerbo and posts a concise schedule digest to Slack, so every provider and front desk staff member knows exactly what the day holds before the first patient arrives.
Automated Cerbo Care Plan Adherence Tracking
Every Monday, WebRun reviews Cerbo care plans, identifies patients who have not completed a scheduled step such as a lab order, follow-up visit, or lifestyle goal check-in, and posts an internal adherence digest to your team so you can reach out before a plan goes off track.
Automated Cerbo Patient Balance Reminder Drafts
Every Monday, WebRun finds outstanding patient balances in Cerbo, drafts a polite, personalized reminder for each account, and queues them as Gmail drafts for your billing team to review before anything is sent.
Automated Revel Underperforming Location Watchlist
WebRun monitors Revel Systems sales and transaction data weekly, identifies locations that have missed targets for two or more consecutive weeks, and maintains a watchlist in Airtable with context for each flagged site.
Automated Revel Outlier Discount Detection
WebRun scans Revel Systems discount and comp activity at every location, identifies transactions that exceed your normal thresholds, and sends a daily anomaly report to Slack.
Automated Revel New Location Setup Checklist
WebRun verifies that a new Revel Systems location has menus, pricing, tax rates, and payment terminals configured correctly, and tracks completion in an Airtable checklist.
Automated Revel Multi-Location Sales Rollup
WebRun pulls daily sales totals from every Revel Systems location, compares them against targets, and posts a ranked summary to Slack before your team starts their day.
Automated Revel Menu Price Consistency Check
WebRun reads Revel Systems menu and pricing data for every location, compares item prices against the master price list, and flags any discrepancy in a Google Sheet.
Automated Revel Low-Stock Alerts by Location
WebRun checks Revel Systems inventory at every location twice a day, identifies items that have dropped below the reorder point, and posts location-specific low-stock alerts to Telegram.
Automated Revel Location Performance Ranking
WebRun reads Revel Systems weekly sales, average ticket, and throughput for each location, builds a performance ranking, and posts it to your Google Sheet every Monday.
Automated Revel Labor Cost by Location Report
WebRun pulls Revel Systems labor and sales data for every location, calculates labor cost as a percentage of net sales, and writes a weekly comparison report to Google Sheets.
Automated Revel Inventory Transfer Suggestions
WebRun checks Revel Systems inventory levels across all locations, spots overstock at one site and low stock at another, and drafts a transfer recommendation for your review.
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