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 Bill.com PO Invoice Match Exceptions
WebRun checks new bills in Bill.com against their linked purchase orders, flags quantity and price variances that fall outside your tolerance, and posts the exceptions for review.
Automated Bill.com Monthly AP Aging Report
On the first of each month, WebRun pulls the full AP aging from Bill.com, organizes balances into aging buckets by vendor, exports the report to Google Sheets, and sends a summary to the controller.
Automated Bill.com Missing W-9 Vendor Chaser
WebRun finds vendors in Bill.com who have unpaid bills but no W-9 on file, drafts a polite request email for each, and queues them for your review before sending.
Automated Bill.com Invoice Approval Routing
WebRun opens Bill.com, reads each new bill, identifies the vendor, amount, and GL code, then routes it to the correct approver so nothing sits unreviewed.
Automated Bill.com Fraud Risk Payment Flags
WebRun scans bills and payment records in Bill.com for fraud risk signals such as new bank account changes, unusual amounts, and first-time vendors, and flags them for review before the payment run.
Automated Bill.com Early Pay Discount Alerts
WebRun scans Bill.com for bills with early payment discount terms, calculates the savings, and alerts your team in time to act before the discount window closes.
Automated Bill.com Duplicate Invoice Detection
WebRun scans Bill.com for invoices that share a vendor, amount, or invoice number with a recently paid bill, flags any matches, and queues them for human review.
Automated Bill.com AP Cash Forecast Digest
WebRun pulls all approved and pending bills from Bill.com, projects payment outflows by week for the next 30 days, and delivers a cash requirements digest to your finance team each Monday.
Automated Bill.com Approval Bottleneck Digest
WebRun reviews bills sitting in approval queues in Bill.com, identifies who is holding up the most spend, and posts a daily bottleneck digest to Slack so you can intervene before due dates pass.
Automated Practice Fusion Results Follow-Up Worklist
WebRun checks Practice Fusion each morning for allergy test results that arrived but have no follow-up visit or note recorded, logs each to a worklist in Airtable, and posts a priority queue to Slack.
Automated Practice Fusion Vial Reorder Alerts
WebRun reviews Practice Fusion each morning for patients whose allergy serum vials are nearing depletion, drafts reorder requests for staff approval, and posts a low-vial alert list to Slack.
Automated Practice Fusion Provider Utilization Report
WebRun pulls appointment data from Practice Fusion each week and generates a provider utilization report showing booked time, no-show rates, and appointment type mix for each allergy provider, posted to Slack.
Automated Practice Fusion Prior Authorization Tracking
WebRun checks Practice Fusion each morning for allergy and immunotherapy prior authorizations that are pending, expiring soon, or need resubmission, and posts a status digest to Slack.
Automated Practice Fusion Allergy No-Show Report
WebRun checks Practice Fusion each afternoon for allergy patients who missed their appointment, compiles a no-show report, and posts it to Slack so staff can follow up and fill the slot.
Automated Practice Fusion New Patient Intake Routing
WebRun checks Practice Fusion each morning for new allergy referrals and intake requests, reviews the reason for referral and insurance, and posts a routed assignment list to Slack so no new patient waits without a provider.
Automated Practice Fusion Allergy Shot Reminders
WebRun checks Practice Fusion each morning for patients whose next allergy shot is due or overdue, drafts reminder messages for staff review, and posts a prioritized shot-due list to Slack.
Automated Practice Fusion Denied Claim Worklist
WebRun checks Practice Fusion each morning for newly denied allergy and immunotherapy insurance claims, logs each denial with payer reason codes to an Airtable worklist, and posts a priority queue to Slack.
Automated Practice Fusion Daily Schedule Digest
Every morning, WebRun pulls today's allergy appointment schedule from Practice Fusion and posts a structured digest to Slack so staff walk in knowing exactly what the day holds.
Automated Practice Fusion Allergy Care Gap Report
WebRun reviews Practice Fusion each week for allergy patients missing recommended follow-up visits, overdue lab orders, or incomplete care plan steps, and posts a care gap report to Slack.
Automated Practice Fusion Biologic Injection Recall
WebRun reviews Practice Fusion each week for allergy patients prescribed biologics such as dupilumab or omalizumab who are overdue for their scheduled injection, drafts recall messages for staff approval, and posts the overdue list to Slack.
Automated Practice Fusion Patient Balance Reminders
WebRun reviews Practice Fusion each week for allergy patients with outstanding balances, drafts polite balance reminder messages for staff approval, and logs the balance queue to Google Sheets.
Automated Waiver Completion Tracking
WebRun checks Resova for upcoming bookings missing signed waivers, logs the gaps to Google Sheets, and alerts your team in Slack so no group walks in unprepared.
Automated Event Weather Alerts
WebRun checks your event schedule in Google Sheets against an upcoming weather forecast, flags any outdoor event with a bad weather window, and sends an alert to Slack and Telegram so your team can reach out proactively.
Automated DJ Review Requests
After each event, WebRun drafts a review request email in Gmail and alerts you in Slack so you can ask for a Google Business review while the memory is fresh.
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