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.
Kickserv Automated Overdue Invoice Follow-Ups
Every Monday, WebRun scans Kickserv for unpaid invoices past their due date, drafts a polite follow-up email for each customer, and posts your outstanding balance summary to Slack.
Kickserv Automated Irrigation Job Routing
When a new job is created in Kickserv, WebRun reads the job type and location, identifies the best available technician, and posts a routing summary to Slack for dispatcher review.
Kickserv Automated Missed Appointment Follow-Ups
Each afternoon, WebRun checks Kickserv for jobs that were scheduled today but not marked complete, drafts a reschedule message for each affected customer, and queues them for your review.
Kickserv Automated Daily Revenue Digest
Every evening, WebRun tallies the day's completed jobs and invoiced amounts in Kickserv and posts a clean revenue digest to Slack so you know exactly where the business stands today.
Kickserv Automated Daily Irrigation Route Digest
Every morning, WebRun reads today's scheduled jobs in Kickserv, groups them by technician, and posts each tech's route list to Slack so the whole crew knows exactly where they are heading.
Kickserv Automated Backflow Test Deadline Tracker
Every Monday, WebRun checks Kickserv for customers whose annual backflow preventer test is due in the next 30 days, posts a deadline list to Slack, and drafts outreach for your review.
Automated WeInfuse Prior Authorization Tracking
WebRun opens WeInfuse daily, finds prior authorizations that are expiring or still pending, and posts a clear action list to Slack so your team can renew or chase each one before treatment is affected.
Automated WeInfuse Payer Mix Report
On the first of each month, WebRun pulls the prior month's claim and appointment data from WeInfuse, calculates the payer mix breakdown by volume and revenue, and writes a summary report to Google Sheets for leadership to review.
Automated WeInfuse Nursing Ratio Staffing Alerts
Every morning, WebRun reviews the day's infusion schedule in WeInfuse, compares patient volume per time slot against your nursing ratio policy, and posts a Slack alert if any slot exceeds the safe threshold so the charge nurse can adjust before the shift starts.
Automated WeInfuse New Referral Intake Routing
Each morning, WebRun scans WeInfuse for new referrals received in the last 24 hours, checks each one for completeness, and posts a routing digest to Slack so the right coordinator picks up each referral and starts the pre-treatment workflow immediately.
Automated WeInfuse Missed Infusion Follow-Up
Each afternoon, WebRun checks WeInfuse for patients who did not show for their scheduled infusion, logs each no-show in Airtable, and drafts a follow-up note for your clinical team to review and send.
Automated WeInfuse Infusion Reaction Log Review
Each evening, WebRun opens WeInfuse's clinical documentation, finds any infusion reactions recorded during the day's treatments, and posts a structured summary to the clinical director's Slack so the team reviews and plans for each patient's next visit.
Automated WeInfuse Drug Inventory Low Alerts
Every morning, WebRun checks drug inventory levels in WeInfuse and posts a Slack alert listing any drugs below your reorder threshold, so your pharmacy team can place orders before a shortage affects patient care.
Automated WeInfuse Denied Claim Worklist
Every morning, WebRun opens WeInfuse billing, pulls all newly denied or rejected claims, and logs them in a prioritized Airtable worklist so your billing team can appeal each denial before the timely filing window closes.
Automated WeInfuse Daily Schedule Digest
Each morning before clinic opens, WebRun pulls tomorrow's infusion schedule from WeInfuse and posts a structured digest to Slack so nurses, pharmacists, and coordinators all start the shift with a shared picture of the day.
Automated WeInfuse Copay Assistance Enrollment Tracking
WebRun scans WeInfuse weekly for patients whose copay assistance enrollment is expiring or missing, then logs the action list in Google Sheets so your financial counselors can re-enroll patients before they face unexpected out-of-pocket costs.
Automated WeInfuse Chair Utilization Reporting
Every Monday, WebRun pulls the week's chair schedule from WeInfuse, calculates utilization by chair and time slot, and delivers a concise report to Google Sheets so leadership can spot idle capacity and scheduling gaps.
Automated WeInfuse Benefits Verification Tracking
WebRun opens WeInfuse each morning, finds patients scheduled this week whose benefits have not been verified, and posts a prioritized worklist to Slack so your team can clear each one before treatment day.
Automated WeInfuse Patient Balance Reminder Drafts
Each week, WebRun opens WeInfuse, finds patient accounts with outstanding balances past their due date, and drafts a polite balance reminder for each one in Gmail so your billing team can review and send on their own schedule.
Automated RamSoft Scheduling Utilization Report
WebRun pulls scheduling data from RamSoft weekly, calculates slot utilization and no-show rates by modality, and posts a utilization report to Slack so your manager can open or close capacity before the following week.
Automated RamSoft Imaging Report TAT Alerts
WebRun monitors RamSoft for studies whose report turnaround time is nearing or past your threshold and posts a real-time alert to Slack so radiologists and ops staff can act before SLAs are breached.
Automated RamSoft Repeat Reject Rate Report
WebRun pulls repeat and reject study data from RamSoft weekly, calculates rates by modality and technologist, and posts a quality report to Slack so your QA lead can spot trends and coach technologists before rates drift out of ACR targets.
Automated RamSoft Referring Provider Report
WebRun pulls weekly study volume and turnaround time data from RamSoft by referring provider, drafts a summary report for each, and queues the drafts for your radiology liaison to review and send.
Automated RamSoft Prior Authorization Tracking
WebRun checks RamSoft for studies awaiting prior authorization, flags those nearing their expiry or still pending, and posts a daily tracker to Slack so your auth team never lets an approval lapse.
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