Templates
Workflow templates.
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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 NEMT Vehicle Inspection Reminders
Every week, WebRun checks upcoming vehicle inspection due dates in RouteGenie, posts an internal reminder to the operations Slack channel, and logs the inspection status for each vehicle in Google Sheets.
Automated NEMT Day-Before Trip Reminders
Every evening, WebRun pulls tomorrow's scheduled trips from Tobi, drafts a day-before reminder for each rider, and queues the batch for dispatcher review before any message goes out.
Automated Medical Transport Trip Confirmations
WebRun reads upcoming trip bookings in RouteGenie, drafts a confirmation message for each rider, and queues every draft for staff review before anything is sent.
Automated NEMT Standing Order Confirmations
Every week, WebRun pulls active standing orders from Tobi, drafts a confirmation message for each recurring rider, and queues the drafts for staff review so recurring trips are confirmed before the next cycle starts.
Automated NEMT Rider Review Requests
After a trip is marked complete in RouteGenie, WebRun drafts a review request message for the rider and queues it for staff approval before anything is sent.
Automated NEMT Recurring Authorization Expiry Tracking
Every week, WebRun checks authorization expiry dates for recurring riders in Tobi, alerts the internal team to renew, and drafts a courtesy heads-up for each affected rider so staff can review before anything is sent.
Automated NEMT Overdue Invoice Chasing
Every week, WebRun finds overdue broker and facility invoices in QuickBooks, drafts a polite payment reminder for each, and queues the drafts for billing staff review before anything is sent.
Automated NEMT No-Show Follow-Up
After each trip window closes, WebRun identifies no-show trips in RouteGenie, drafts a follow-up message for each rider, and queues the drafts for dispatcher review so no-shows are addressed the same day.
Automated NEMT Driver Credential Expiry Tracking
WebRun checks every driver's license, medical certificate, and background check expiry dates in Tobi, alerts the driver with a renewal reminder draft, and posts an internal expiry report to Slack.
Automated NEMT Daily Manifest Dispatch Digest
Every morning, WebRun compiles the day's full trip manifest from NEMT Cloud Dispatch, organizes runs by driver and vehicle, and posts a structured digest to your dispatch Slack channel.
Automated NEMT Broker Claim Reconciliation
Every week, WebRun cross-references completed trips in NEMT Cloud Dispatch against broker remittance reports, flags mismatches and missing payments, and posts a reconciliation summary to Slack.
Automated MSP Asset and Warranty Expiry Alerts
WebRun scans your ConnectWise configuration items for warranties and assets expiring soon and posts your team an internal digest so you can act before clients are exposed.
Automated MSP Ticket SLA Breach Alerts
WebRun monitors ConnectWise tickets approaching their SLA deadline and posts your team an internal alert so engineers can act before a breach occurs.
Automated ConnectWise Stale Ticket Chaser
WebRun finds ConnectWise tickets that have had no update for too long, drafts a follow-up to the client or engineer, and gives your service desk a daily backlog report.
Automated MSP QBR Scheduling and Prep
WebRun identifies which clients are due for a QBR, drafts a scheduling email, and assembles a prep summary from your ConnectWise ticket and agreement data.
Automated MSP Overdue Invoice Chaser
WebRun finds overdue invoices in ConnectWise, drafts a polite payment reminder for each client, and gives your team a clear view of what is outstanding.
Automated MSP New Client Onboarding
WebRun detects a new managed-services agreement in ConnectWise, creates the onboarding ticket, drafts the welcome email, and posts the team their onboarding checklist in Slack.
Automated MSP Monthly Client Reports
WebRun pulls ticket counts, SLA performance, and asset health from ConnectWise each month and drafts a professional client report email ready for your account manager to review and send.
Automated MSP Software License Renewal Reminders
WebRun scans ConnectWise and Syncro for software license renewals coming due, drafts a renewal proposal for each client, and gives your team a weekly renewal pipeline.
Automated MSP Sales Lead Follow-Up
WebRun checks your ConnectWise CRM for new and stale sales leads, drafts a follow-up email for each prospect, and gives your sales team a daily pipeline view in Slack.
Automated MSP CSAT Survey After Ticket Close
WebRun detects resolved tickets in ConnectWise, drafts a short CSAT survey email for each client, and posts your team a weekly satisfaction summary.
Automated MSP Contract Renewal Reminders
WebRun scans your ConnectWise agreements for contracts expiring soon, drafts a renewal reminder for each client, and posts your team a daily list of what is coming due.
Automated MSP Backup Failure Digest
WebRun checks Datto Autotask for backup job failures and warnings across all client devices and posts your engineering team a prioritized internal digest every morning.
Automated Claim Rejection Resubmission Queue
WebRun pulls every claim rejected by the clearinghouse each day, groups rejections by error code, and builds a sorted resubmission queue in Google Sheets so your team corrects and resubmits before the day ends.
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