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 eClinicalWorks Pathology Result Follow-Up
Every morning, WebRun checks eClinicalWorks for newly returned pathology results from GI procedures and builds a follow-up worklist for your clinical team so no result is overlooked.
Automated eClinicalWorks Open Encounter Chaser
Every morning, WebRun scans eClinicalWorks for GI encounters that are unsigned or missing documentation more than 24 hours after the visit, and sends providers a Slack reminder to complete their notes.
Automated eClinicalWorks GI No-Show Report
Every afternoon, WebRun reviews eClinicalWorks for patients who missed their GI appointments that day, builds a no-show report, and posts it to Slack so your front desk can act before the day ends.
Automated eClinicalWorks GI Referral Intake Routing
Every morning, WebRun checks eClinicalWorks for new GI referrals received since the last run, reviews the referral details, and routes each to the appropriate provider in Slack so intake calls happen the same day.
Automated eClinicalWorks GI Denied Claim Tracking
Every morning, WebRun scans eClinicalWorks for denied insurance claims on GI procedures and builds a prioritized worklist for your billing team so appeals are filed before deadlines pass.
Automated eClinicalWorks Endoscopy Schedule Digest
Every morning, WebRun pulls tomorrow's endoscopy schedule from eClinicalWorks and posts a structured digest to Slack so providers, nurses, and front desk are aligned before the first patient arrives.
Automated eClinicalWorks Colonoscopy Prep Reminders
WebRun checks eClinicalWorks each morning for upcoming colonoscopy appointments, then drafts personalized prep instruction messages for staff review before any patient contact is made.
Automated eClinicalWorks GI Care Gap Report
Every week, WebRun reviews your eClinicalWorks patient panel for common GI care gaps such as overdue colorectal cancer screening, unresolved abnormal labs, and lapsed follow-up intervals, and delivers a prioritized report to your team.
Automated eClinicalWorks Bowel Prep Compliance Flags
Every morning, WebRun checks eClinicalWorks for upcoming colonoscopy patients who have not confirmed their bowel prep instructions, and flags them for a clinical staff call before their procedure date.
Automated eClinicalWorks Patient Balance Reminders
Every week, WebRun reviews eClinicalWorks for GI patients with outstanding account balances, drafts balance reminder messages for staff approval, and logs each case to Google Sheets so your billing team can review and send with one click.
Automated ServiceTitan Spring Replacement Recalls
WebRun checks ServiceTitan for customers whose garage door spring replacement job is approaching the typical service life, drafts a proactive recall notice for each, and queues the drafts for your team to review and send.
Automated ServiceTitan Garage Door Review Requests
WebRun checks ServiceTitan for completed, paid garage door jobs, drafts a personalized review request message for each customer, and queues them for your team to approve before sending.
Automated ServiceTitan Parts Reorder Alerts
WebRun monitors ServiceTitan inventory for garage door parts that have fallen below your reorder threshold and posts an immediate reorder alert to your team so technicians never run out on the job.
Automated ServiceTitan Overdue Invoice Chaser
WebRun finds past-due invoices in ServiceTitan, drafts a polite follow-up for each customer, and posts your office team a chase list in Slack so nothing slips.
Automated ServiceTitan Garage Door Job Routing
WebRun picks up every new inbound job request in ServiceTitan, reads the job type and location, and routes it to the best available technician, then logs the assignment in Google Sheets.
Automated ServiceTitan Missed Call Follow-Up
WebRun checks ServiceTitan for missed inbound calls that did not convert to a booked job, drafts a follow-up message for each caller, and alerts your office team to review and send before the lead goes cold.
Automated ServiceTitan Membership Renewal Reminders
WebRun checks ServiceTitan for membership plan customers whose plan is expiring soon, drafts a renewal reminder for each, and queues the drafts for your team to review and send so no recurring revenue slips away.
Automated ServiceTitan Maintenance Plan Reminders
WebRun checks ServiceTitan for garage door maintenance plan customers whose next service is due, drafts a personalized reminder for each, and queues them for your team to review before sending.
Automated ServiceTitan Financing Follow-Up
WebRun checks ServiceTitan for customers who received a financing approval on their estimate but have not yet booked a job, drafts a timely follow-up for each, and alerts your team to review and send before the approval window expires.
Automated ServiceTitan Estimate Follow-Up Drafts
WebRun finds estimates in ServiceTitan that have not converted within a set number of days, drafts a personalized follow-up message for each customer, and queues the drafts for your team to review and send.
Automated ServiceTitan Daily Revenue Digest
Every evening, WebRun totals the day's completed jobs and invoiced revenue in ServiceTitan and delivers a clean end-of-day digest to your owner and managers via Telegram.
Automated Carta Quarterly Reporting Deadline Tracker
WebRun tracks your Carta fund's quarterly reporting deadlines, posts a countdown digest to Slack each Monday, and logs open deliverables to a Google Sheet so the fund admin team always knows what is due and when.
Automated Carta New Fund Setup Checklist
When you start a new fund, WebRun walks through every Carta setup task, logs completion status to a checklist in Notion, and posts a daily progress digest to Slack so the fund is fully configured before the first LP is onboarded.
Automated Carta NAV Package Prep Digest
WebRun checks Carta before every quarter-end, lists every item the fund admin team needs to finalize the NAV package, and posts a structured checklist to Slack so nothing is missed.
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