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 Orthodontic Retainer Check Recall
WebRun finds patients who completed orthodontic treatment and are due for a retainer check, drafts a recall message for each, and queues them for staff review so retention patients stay engaged and relapse is caught early.
Automated Orthodontic Referring Dentist Thank-You
When a new patient is linked to a referring dentist, WebRun drafts a thank-you message for the referring practice and queues it for doctor review before sending, so every referral relationship gets acknowledged without extra admin work.
Automated Orthodontic Production vs Goal Report
Every morning, WebRun pulls the practice's production figures from your management system, compares them to the monthly goal, and posts a progress report to Slack and Google Sheets so the team always knows where they stand.
Automated Orthodontic Adjustment Recall
WebRun finds patients who have missed or not yet scheduled their next adjustment visit, drafts a recall message for each, and queues them for staff review so no one falls through the cracks.
Automated Orthodontic No-Show Recovery
After a missed orthodontic appointment, WebRun drafts a recovery message for the patient or guardian and queues it for staff review, so no-shows are followed up the same day before the chair time is lost for good.
Automated Orthodontic New Patient Records Collection
When a new patient is added to your system, WebRun drafts a records collection message asking the patient or guardian to submit required forms and documents, and queues it for staff review before sending.
Automated Orthodontic Insurance Claim Status Tracker
WebRun checks your practice management system for insurance claims that have been outstanding too long, compiles a worklist, and posts it to Slack so the billing team can follow up before claims are denied or expired.
Automated Orthodontic Morning Huddle Digest
Every morning before the clinic opens, WebRun pulls the day's schedule from your practice management system and posts a structured huddle digest to Slack so the team starts the day informed and aligned.
Automated Orthodontic Contract Balance Reminders
WebRun finds patients with outstanding contract balances, drafts a polite payment reminder for each account, and queues the messages for staff review before any financial communication goes out.
Automated Orthodontic Autopay Failure Recovery
When an autopay transaction fails for an orthodontic contract, WebRun drafts a payment recovery message for the responsible party and queues it for billing staff review before any financial communication goes out.
Automated Orthodontic Appointment Reminders
Before each adjustment appointment, WebRun drafts a reminder for the patient or guardian, pulls the visit details from your practice management system, and queues each message for staff review before sending.
Automated Notary Weekly Volume Report
Every Monday, WebRun tallies the previous week's completed signings from NotaryDash, breaks them down by notary, loan type, and client, and posts a clean summary report to your Slack channel.
Automated Notary Signing Confirmations
When a new signing order lands in Snapdocs, WebRun drafts a confirmation email to the signer with the appointment details and flags the order in your tracking sheet.
Automated Notary Signing Appointment Reminders
The day before each signing, WebRun drafts a reminder to the signer with the time, location, and what to bring, so you reduce no-shows without manual outreach.
Automated Notary Signing Review Requests
A day after a signing is marked complete, WebRun drafts a brief, friendly review request email to the signer so you grow your online reputation without chasing each one manually.
Automated Notary Quote Lead Follow-Ups
When a potential client submits a quote request and has not responded within two days, WebRun drafts a polite follow-up email so you never let a warm lead go unanswered.
Automated Notary Order Intake and Routing
When a new order arrives, WebRun reads the location, loan type, and time window, matches it to an available notary in NotaryDash, and posts the assignment to your ops Slack channel.
Automated Notary Document Return Follow-Ups
After a signing completes, WebRun checks whether the document package has been returned and drafts a follow-up to the notary if it has not arrived within your turnaround window.
Automated Notary Daily Assignment Digest
Each morning, WebRun pulls today's signing assignments from NotaryDash, summarizes them by notary and time slot, and posts a clean daily digest to your ops Slack channel.
Automated Notary Commission and E&O Expiry Tracker
Every week, WebRun checks your notary roster for upcoming commission or E&O insurance expirations, posts internal alerts to Slack, and drafts renewal reminder emails to the affected notaries.
Automated Notary Signing Invoice Drafts
After a signing is marked complete in Snapdocs, WebRun drafts an invoice in QuickBooks with the right fee, order details, and client information, so you can review and send it the same day.
Automated Notary Client Signing Status Updates
After each key milestone in a signing order, WebRun drafts a status update email to the title company or lender so they stay informed without you composing each message manually.
Automated NEMT Will-Call Return Trip Scheduling
When a will-call rider is ready for pickup, WebRun reads the open return trip in RouteGenie, drafts a scheduling message for dispatch review, and logs the request so no rider is left waiting.
Automated NEMT Weekly Trip Volume Report
Every Monday, WebRun pulls last week's completed trip data from NEMT Cloud Dispatch, calculates key volume metrics by driver and broker, and posts a concise performance report to Slack.
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