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 Xactware Claim File Aging Report
Every Monday, WebRun pulls aging data from XactAnalysis, groups files by age bracket and claim type, and sends your management team a clear aging report in Slack.
Automated Xactware Estimate Approval Queue
WebRun checks XactAnalysis for estimates awaiting approval, identifies how long each has been sitting, and posts a prioritized queue to your team in Google Sheets every morning.
Automated Xactware Claim Cycle Time Report
Every Monday, WebRun pulls cycle-time data from XactAnalysis, calculates average time per stage, and writes a weekly cycle-time report to Google Sheets so you can see exactly where claims are stalling.
Automated Xactware Claim Status Digest
Every morning, WebRun opens Xactimate and XactAnalysis, pulls the current status of every open claim, and posts your team a clean summary in Slack so nothing slips through.
Automated Xactware Carrier SLA Watchlist
WebRun monitors XactAnalysis daily, identifies claims approaching carrier SLA deadlines, and posts a prioritized at-risk watchlist to Telegram so your team can intervene before a breach.
Automated Xactware Claim Assignment Routing
When new claims arrive in XactAnalysis, WebRun reads the loss type, location, and complexity, matches each claim to the best-fit available adjuster, and posts the routing recommendation to your supervisor in Slack.
Automated Xactware Adjuster Workload Digest
Every morning, WebRun reads each adjuster's open-file count and stage breakdown from XactAnalysis and posts a team workload digest to Slack so supervisors can rebalance assignments before overloads develop.
Automated Motive Missing POD Follow-Up
Every morning, WebRun checks Motive for completed trips that still lack a signed proof of delivery and drafts a follow-up message to the dispatcher responsible so no invoice is blocked waiting for a missing document.
Automated Motive Engine Fault Code Alerts
Every morning, WebRun checks Motive for new engine fault codes across your fleet and sends your maintenance team a Slack alert with vehicle, fault code, and severity so repairs are scheduled before a breakdown happens.
Automated Motive IFTA Mileage Reporting
Each quarter, WebRun pulls GPS-verified mileage by jurisdiction from Motive and compiles a clean IFTA report in Google Sheets, ready for your tax preparer to file.
Automated Motive Idle Time Fuel Report
Every Monday, WebRun pulls idle time data from Motive, calculates estimated fuel cost per driver, and posts a ranked report to Slack so your ops team coaches the right people.
Automated Motive HOS Violation Alerts
Every morning, WebRun scans Motive for hours-of-service violations from the prior day, ranks them by severity, and sends your safety manager a prioritized Slack digest so nothing slips through.
Automated Motive Harsh Event Coaching Queue
Every week, WebRun pulls harsh braking, acceleration, and cornering events from Motive and builds a coaching queue in Airtable ranked by frequency and severity so your safety manager works the right conversations first.
Automated Motive Fuel Card Anomaly Detection
Every morning, WebRun cross-references Motive GPS location data against fuel card transactions to flag purchases made when the vehicle was not at that fuel stop, then posts anomalies to Slack for review.
Automated Motive DVIR Defect Worklist
After each shift, WebRun pulls unresolved DVIR defects from Motive and sends your maintenance team a prioritized worklist in Google Sheets so nothing sits unrepaired.
Automated Motive Driver Payroll Miles Report
Every week, WebRun pulls loaded and empty miles per driver from Motive and compiles a payroll-ready mileage report in Google Sheets so your payroll team settles drivers accurately and on time.
Automated Motive Driver Document Expiry Tracking
Every week, WebRun checks Motive for CDL, medical certificate, and other driver document expiry dates and sends your safety team a Slack alert listing who needs renewal in the next 60 days.
Automated Motive Detention Time Report
Every week, WebRun checks Motive for trips where drivers waited beyond free-time at shipper or receiver locations and compiles a detention claim report in Google Sheets so your billing team charges what you are owed.
Automated Motive Daily Dispatch Digest
Every morning, WebRun checks Motive for driver availability, vehicle location, and active trips, then posts a concise fleet status briefing to Telegram so dispatch starts the day fully informed.
Automated Motive CSA Score Watchlist
Every week, WebRun checks Motive for the latest CSA score indicators and HOS violation trends, then posts a watchlist to Slack so your safety team can act on worsening BASICs before FMCSA intervention.
Automated athenahealth Cardiology Prior Auth Tracking
WebRun checks athenahealth daily for open prior authorization requests in your cardiology practice, flags those expiring soon or awaiting payer response, and sends your billing team a prioritized worklist in Slack.
Automated athenahealth Cardiology Patient Recall Reminders
WebRun checks athenahealth weekly for cardiology patients who have not been seen within their recommended follow-up interval, drafts recall reminders for your staff to review and send, and logs the recall queue in Google Sheets.
Automated athenahealth Cardiology No-Show Report
WebRun checks athenahealth each morning for yesterday's missed cardiology appointments, tallies them by provider and appointment type, and posts a digest to Slack so your team can rebook and follow up.
Automated athenahealth Cardiology Referral Intake Routing
WebRun checks athenahealth each morning for new cardiology referral intakes, reads the reason for referral and urgency level, and routes each to the right provider with a Slack notification so the first appointment is scheduled the same day.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.