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 athenahealth Echo and Stress Test Prep Reminders
WebRun checks athenahealth each morning for echocardiogram and stress test appointments in the next 48 hours, drafts preparation reminders for each patient, and queues them for staff review before any message is sent.
Automated athenahealth Cardiac Device Recall Tracking
WebRun opens athenahealth, finds patients with implanted cardiac devices due for a clinic recall, drafts reminder messages for your staff to review, and logs the recall queue in Google Sheets.
Automated athenahealth Cardiology Claim Denial Worklist
WebRun checks athenahealth daily for denied cardiology claims, groups them by denial reason and payer, logs them in a prioritized Airtable worklist, and posts a count alert to your billing team in Slack.
Automated athenahealth Cardiology Daily Schedule Digest
WebRun pulls today's cardiology schedule from athenahealth each morning, summarizes appointments by provider and visit type, flags gaps or double-bookings, and posts a clean digest to Slack.
Automated athenahealth Cardiology Care Gap Report
WebRun scans athenahealth weekly for cardiology patients with open care gaps such as overdue lipid panels, blood pressure checks, or diabetes eye exams, generates a prioritized report, and posts it to Slack for your care team to action.
Automated athenahealth Cardiology Balance Reminder Drafts
WebRun checks athenahealth weekly for cardiology patients with outstanding patient-responsibility balances, drafts a polite reminder for each, and queues them in a Google Sheets review list so your billing team approves every message before it goes out.
Automated athenahealth Anticoagulation Follow-Up Queue
WebRun checks athenahealth each morning for anticoagulation patients whose INR or lab result is overdue or out of therapeutic range, builds a clinical follow-up queue, and posts it to Slack for your care team to action.
Automated athenahealth Abnormal Cardiology Result Worklist
WebRun scans athenahealth each morning for abnormal cardiology lab and diagnostic results with no documented follow-up, builds a prioritized worklist, and alerts the clinical team in Slack.
Automated Markate Unsold Estimate Worklist
Every week, WebRun scans Markate for estimates that were sent but never accepted and never formally declined, and posts a prioritised worklist to Slack so your team can reach back out to the right leads.
Automated Markate Supplier Order Followup
WebRun cross-checks open Markate jobs against pending supplier orders, flags any overdue deliveries, and posts a supplier chase list to Slack so you can follow up before installs are delayed.
Automated Markate Seasonal Promo Campaign Drafts
WebRun pulls your past customer list from Markate, drafts a seasonal promotional email for eligible customers, and queues every message for your review and approval before a single one is sent.
Automated Markate Review Request Workflow
WebRun finds jobs completed in Markate in the last 24 hours, drafts a review request message for each customer, and queues every message for your approval before it is sent.
Automated Markate Remake Order Worklist
WebRun finds all open remake or re-order jobs in Markate, checks their age and supplier status, and posts a prioritised weekly worklist to Slack so your team can chase every outstanding remake before the customer follows up.
Automated Markate Window Treatment Quote Followup
WebRun checks Markate for quotes sent but not yet accepted, drafts a friendly follow-up message for each customer, and queues them for your review before anything is sent.
Automated Markate Overdue Invoice Chaser
Every week, WebRun finds overdue invoices in Markate, drafts a polite payment reminder for each customer, and posts a summary of outstanding balances to Slack for your review.
Automated Markate New Lead Followup
Every morning, WebRun checks Markate for new leads added in the last 24 hours with no outbound contact, drafts a personalised response for each, and queues the drafts for your review before anything reaches the prospect.
Automated Markate Measure Appointment Reminders
WebRun checks Markate for upcoming measure appointments, drafts SMS and email reminders for each customer, and queues them for your approval before they are sent.
Automated Markate Install Scheduling Digest
Every morning, WebRun pulls today's installation jobs from Markate, organises them by crew and route, and posts a clean daily digest to Slack so your team knows exactly what is on.
Automated Markate Install Photo Collection Tracker
After installs are marked complete in Markate, WebRun checks whether job photos have been uploaded, flags any missing ones to the crew via Slack, and logs the photo status of every job to Google Sheets.
Automated Markate Deposit Collection Reminders
WebRun finds accepted Markate estimates with no deposit collected, drafts a payment reminder for each customer, and queues every message for your approval before it is sent.
Automated Markate Daily Job Digest
Every morning, WebRun pulls all jobs scheduled in Markate for the day, summarises revenue, crew assignments, and any open flags, and posts the digest to Slack so your whole team starts the day aligned.
Automated Employee Navigator Qualifying Event Follow-Up
WebRun monitors Employee Navigator for qualifying life events and alerts HR when an employee has not yet updated their benefits after a life change.
Automated Employee Navigator Open Enrollment Reminders
WebRun checks Employee Navigator each morning during open enrollment, finds employees who have not yet completed their elections, and queues a reminder for your review before it goes out.
Automated Employee Navigator New Hire Eligibility Tracking
WebRun monitors Employee Navigator for new hires approaching their benefits eligibility window and alerts HR before the deadline passes.
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