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.
Automated RightCapital Prospect Follow-Up Drafts
WebRun checks RightCapital for prospects who have had a plan created but have not engaged in the last 14 days, drafts a personalized follow-up email for each, and queues the messages for advisor review.
Automated RightCapital Plan Update Follow-Ups
WebRun finds clients in RightCapital whose financial plan has not been updated in over six months, drafts a personalized follow-up email for each, and queues the messages for advisor review before sending.
Automated RightCapital New Client Onboarding Kickoff
When a new client is added to RightCapital, WebRun kicks off the onboarding process: it creates a plan setup checklist in Airtable, drafts a welcome email for advisor review, and posts the team a Slack notification with the client's key details.
Automated RightCapital Client Meeting Prep Digest
Before each scheduled client meeting, WebRun pulls the client's current RightCapital plan summary, open action items, and recent changes, then assembles a concise prep brief and posts it to Slack for the advisor.
Automated RightCapital Document Collection Chaser
WebRun checks RightCapital for clients with incomplete document uploads, drafts a polite reminder for each, and logs outstanding requests in Airtable so your team always knows what is still missing.
Automated RightCapital Contribution Deadline Reminders
WebRun checks RightCapital for clients with unfunded or under-funded retirement and HSA accounts approaching annual contribution deadlines, drafts a reminder email for each, and queues the messages for advisor review.
Automated RightCapital Client Milestone Digest
WebRun scans RightCapital each week for clients approaching major life milestones such as retirement, Social Security eligibility, or Medicare enrollment, and posts your team a Slack digest so advisors can reach out proactively.
Automated RightCapital Beneficiary Review Flags
WebRun scans RightCapital for clients with outdated or missing beneficiary designations, flags those needing a review, and posts your team a weekly Slack digest with a Google Sheets log for follow-up tracking.
Automated RightCapital Client Review Reminders
WebRun checks RightCapital each week for clients whose annual review is coming due, drafts a personalized outreach message for each, and posts your team a prioritized Slack digest of who to contact next.
Automated EngagedMD New Patient Onboarding Check
When a new patient record is created, WebRun verifies their EngagedMD account setup, checks that the correct Learn and Sign modules are assigned, and posts a Slack confirmation so the coordinator knows onboarding is live.
Automated EngagedMD Monitoring Appointment Reminders
WebRun checks EngagedMD each evening for patients with a monitoring appointment in the next 24 hours, then queues a reminder draft for the care team to send before the day ends.
Automated EngagedMD Medication Start Readiness Alerts
WebRun checks EngagedMD each morning for patients approaching a medication start date who have not yet completed their MedReady injection training, and queues a coordinator call list.
Automated EngagedMD Insurance Mandate Eligibility Flags
WebRun reviews new patient records in EngagedMD each week, checks their state against the fertility insurance mandate map, and flags those who may have untapped coverage for the financial coordinator to investigate.
Automated EngagedMD Financial Consult Follow-Up
WebRun checks EngagedMD each week for patients who completed their financial education module but have not yet booked a financial consult, then drafts a follow-up for the billing team to review.
Automated EngagedMD eLearning Completion Tracking
WebRun pulls EngagedMD Learn completion data each week and logs every patient's module progress to a Google Sheet so the clinical team has a clear view of who has and who hasn't finished their education.
Automated EngagedMD Document Completeness Audit
WebRun audits EngagedMD each morning for patients who are missing required forms or education modules before their next scheduled step, and flags each gap for the care team.
Automated EngagedMD Denied Claim Worklist
WebRun reviews denied insurance claims for active EngagedMD patients each week, logs each denial with reason code and next action, and posts a prioritized worklist to the billing team in Slack.
Automated EngagedMD Cycle Outcome Follow-Up Drafts
After a cycle outcome is recorded in EngagedMD, WebRun drafts a compassionate follow-up message for the provider or coordinator to review and send, ensuring no patient waits without a personal response.
Automated EngagedMD Consent Completion Chaser
WebRun checks EngagedMD daily for patients who have not finished their consent documents, then queues a personalized reminder draft for the coordinator to send.
Automated EngagedMD Care Coordination Digest
WebRun pulls pending tasks, unread patient messages, and overdue milestone items from EngagedMD each morning and delivers a prioritized digest to the care coordination team in Slack.
Automated EngagedMD Patient Balance Reminder Drafts
WebRun checks outstanding patient balances each week and drafts a personalized payment reminder for each account, leaving every draft for a billing team member to review before sending.
Automated JobNimbus Unsold Fencing Estimate Worklist
Every Monday, WebRun scans JobNimbus for every estimate that was sent but never won or lost, ranks them by age and value, and posts a prioritized worklist to Google Sheets so your team knows exactly who to chase this week.
Automated Fencing Supplier Price Change Tracking
Every Monday, WebRun checks your supplier price lists in Gmail and logs any price changes for fencing materials to a Google Sheets tracker, so you always know when lumber, vinyl, or steel prices shift before you submit your next estimate.
Automated JobNimbus Fencing Pipeline Digest
Every morning, WebRun opens JobNimbus, reads every active lead and estimate, and posts your team a ranked Slack digest of what moved, what stalled, and who needs a nudge today.
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