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 Hint Health Lab Result Follow-Up Worklist
Every morning, WebRun checks Hint Health for lab results received in the past 24 hours that require provider action, logs each to a follow-up worklist in Airtable, and posts an alert to Slack so no abnormal result sits unaddressed.
Automated Hint Health Failed Payment Recovery
WebRun checks Hint Health each morning for failed membership payments, logs each case to a recovery tracker, and queues a polite outreach draft for staff to send before the membership cancels.
Automated Hint Health Employer Roster Reconciliation
Every Monday, WebRun compares the employer's latest member roster against active memberships in Hint Health, flags additions, terminations, and mismatches, and logs the discrepancy report to Google Sheets for staff to resolve.
Automated Hint Health Employer Invoice Follow-Up
Every Monday, WebRun checks Hint Health for employer group invoices unpaid past 15 days, logs each to a follow-up tracker in Google Sheets, and drafts a polite follow-up email for staff to review and send before the balance reaches 30 days.
Automated Hint Health Membership Dunning Drafts
Every Monday, WebRun reviews Hint Health for memberships with an outstanding balance more than 14 days past due, drafts a polite dunning message for each, and queues the drafts in Google Sheets for staff to review and send.
Automated Hint Health Churn Risk Flags
Every Monday, WebRun reviews Hint Health for members showing churn signals such as missed visits, upcoming renewals with no recent engagement, or failed payments, and posts a prioritized risk list to Slack so staff can intervene early.
Automated Hint Health Care Gap Report
Every Monday, WebRun reviews active Hint Health members for common preventive care gaps such as overdue screenings, missing vaccinations, and unscheduled chronic disease follow-ups, and logs a prioritized care gap list to Google Sheets for the care team.
Automated Hint Health Annual Visit Recall Reminders
Every Monday, WebRun checks Hint Health for members who have not had an annual wellness visit in the past year, logs the recall list to Google Sheets, and queues a recall outreach draft for staff review.
Automated Opendock Supplier Compliance Scorecard
Every Monday, WebRun pulls Opendock appointment data for all suppliers, calculates on-time, no-show, and cancellation rates, and posts a ranked compliance scorecard to Slack for your procurement and operations teams.
Automated Opendock Receiving Backlog Report
Every morning, WebRun checks Opendock for appointments that closed without a completed receiving status and compiles a backlog report in Airtable so your receiving team knows what is still pending.
Automated Opendock Carrier Portal Onboarding
When a new carrier is added to your network, WebRun gathers their details, drafts a polished Opendock portal invitation and setup guide in Gmail, and logs the onboarding in Airtable so nothing falls through the cracks.
Automated Opendock Late Carrier Arrival Alerts
WebRun monitors Opendock for carriers who have not checked in within your grace period and sends your dock team a Telegram alert so they can adjust door assignments in time.
Automated Opendock Truck Dwell Time Report
Every Monday, WebRun calculates dwell time for every completed dock appointment in Opendock and delivers a ranked carrier dwell report to Google Sheets so you can identify where time is being lost.
Automated Opendock Door Conflict Detection
Every morning, WebRun scans Opendock for overlapping appointments on the same door and posts a conflict watchlist to Slack so your schedulers can resolve them before they cause a backup.
Automated Opendock Dock Utilization Report
Every Monday, WebRun pulls appointment data from Opendock, calculates utilization per door and shift, and delivers a clean report to Google Sheets for your ops review.
Automated Opendock Detention Risk Alerts
WebRun monitors Opendock for trucks that have been at your dock longer than your free-time limit and alerts your team in Slack before detention charges accrue.
Automated Opendock Daily Dock Schedule Digest
Every morning, WebRun pulls today's Opendock appointments, formats them by door and time slot, and posts a shift-ready digest to your Slack ops channel.
Automated Opendock Carrier Check-In Delay Report
Every week, WebRun reviews Opendock check-in times against scheduled appointments, identifies carriers with a pattern of late check-ins, and logs the findings to Google Sheets for your carrier review process.
Automated Opendock Appointment Reschedule Drafts
When a dock appointment is cancelled in Opendock, WebRun identifies the best carrier to fill the slot and drafts a reschedule offer in Gmail for your team to review and send.
Automated Opendock Appointment No-Show Report
Every morning, WebRun reviews Opendock for missed appointments, compiles a no-show report, and posts it to Slack so your team can recover the lost slots.
Automated Descartes New Importer Onboarding
When a new importer is added in Descartes, WebRun collects their profile details, drafts the welcome and document request email, and creates an onboarding checklist in Airtable so nothing is missed before their first entry.
Automated Descartes Missing Invoice Chaser
WebRun checks Descartes for entries missing a commercial invoice, drafts a chase email to each importer or shipper, and queues it for your team to review before sending.
Automated Descartes ISF Late Filing Alerts
WebRun monitors Descartes for ISF filings that are approaching or past the 24-hour deadline and alerts your team in Slack before a penalty is triggered.
Automated Descartes Importer Bond Expiry Tracking
WebRun reviews Descartes for importer bonds expiring in the next 60 days and updates a Google Sheets tracker so your team can renew on time and avoid costly lapses.
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