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 Prior Authorization Tracker for Medical Billing
WebRun scans your active prior authorizations, flags any that are expiring or nearing their approved unit limit, and posts a daily tracker to Google Sheets and Slack so your team renews or escalates before a payer denies the claim.
Automated Payer Underpayment Flags for Medical Billing
WebRun compares each remittance payment against your contracted fee schedule, spots any payer that paid less than the contracted rate, and builds a flagged underpayment list so your team can dispute the variance.
Automated Patient Statement Drafts from AdvancedMD
WebRun pulls patient balances from your billing system, generates a clear statement for each patient, and queues every draft for your team to review before any statement is sent or mailed.
Automated Medical Billing Client Onboarding
When you sign a new client practice, WebRun sets up their profile in your billing system, creates the onboarding checklist, and drafts a welcome email with next steps for your account manager to review and send.
Automated Missing Charge Chaser for Medical Billing
WebRun compares your appointment log against submitted charges each day, spots encounters with no charge posted, and drafts a chaser message to the provider so nothing slips through unbilled.
Automated Patient Eligibility Verification Prep
WebRun pulls the next day's schedule, checks each patient's insurance details, flags any missing or expired coverage, and builds a verification prep list so your front-desk team can resolve issues before the patient arrives.
Automated Daily Medical Billing Collections Digest
WebRun pulls the previous day's payment activity from your billing system, calculates collections against charges by provider and payer, and posts a structured daily digest to Slack and Google Sheets so your team sees exactly where revenue stands.
Automated Provider Credentialing Expiry Tracker
WebRun monitors DEA certificates, malpractice policies, medical licenses, and payer enrollments for every provider, flags anything expiring in the next 90 days, and drafts renewal reminder messages for your credentialing team to review and send.
Automated Monthly Practice Billing Report
WebRun pulls the previous month's key metrics from your billing system for each client practice, assembles them into a structured report, and drafts a personalized email to each practice contact for your team to review and send.
Automated Medical Claim Denial Worklist
WebRun pulls every denied claim from your billing system, groups denials by reason code, and builds a prioritized worklist so your team clears the queue without missing a deadline.
Automated Medical Billing AR Follow-Up Drafts
WebRun reviews your accounts receivable aging report, identifies balances past 60 and 90 days by practice, and drafts follow-up messages to each practice contact for your team to review and send.
Automated Liquor Store Weekly Margin Report
Every Monday, WebRun pulls last week's sales and cost data from City Hive, calculates gross margin by category and top SKU, and posts the margin report to Slack with a link to the Google Sheets detail.
Automated Liquor Store Tasting Event Reminders
Two days before each tasting event, WebRun finds registered attendees in Bottlecapps, drafts a personalized reminder email for each, and queues the drafts in Gmail for staff to send.
Automated Liquor Store Special Order Arrival Notices
When a special-order bottle is checked into City Hive, WebRun drafts a personalized arrival notice for the customer and queues it in Gmail for staff to review before sending.
Automated Liquor Store Review Request Emails
Every evening, WebRun finds that day's completed Bottlecapps orders, drafts a short review-request email for each customer, and queues the drafts in Gmail for staff to approve before sending.
Automated Liquor Store Order Ready Pickup Notices
When a Bottlecapps online order is marked as ready for pickup, WebRun drafts a personalized ready-for-pickup notice and queues it in Gmail for staff to send before the customer arrives.
Automated Liquor Store Loyalty Winback Offers
Every Monday, WebRun finds Bottlecapps loyalty members who have not purchased in 90 days, drafts a personalized winback offer email for each, and queues the drafts in Gmail for staff to approve before sending.
Automated Liquor Store Reorder Alerts
Every morning, WebRun scans your City Hive inventory for items below your reorder threshold, drafts a purchase order for your distributor, and posts a summary to Slack for your buyer to approve.
Automated Holiday Preorder Capacity Tracking
Every morning during your holiday preorder window, WebRun totals preorder volumes from City Hive, compares them against your committed stock, and posts a capacity status update to Slack.
Automated Liquor Store Distributor Invoice Reconciliation
Every Monday, WebRun compares distributor invoices uploaded to Google Sheets against your City Hive receiving records and posts a discrepancy report to Slack for your bookkeeper to review.
Automated Liquor Store Daily Sales Report
Every morning, WebRun pulls yesterday's sales data from City Hive, summarizes revenue by category, top sellers, and transaction count, and posts the digest to your Slack channel.
Automated Wine Club Allocation Notifications
When a new club allocation is ready in Bottlecapps, WebRun drafts personalized member notifications in Gmail and queues them for your team to review before sending.
Automated Liquor Store Slow-Mover Inventory Flags
Every Monday, WebRun scans City Hive for products that have not sold in 60 days or more and posts a prioritized slow-mover list to Slack so you can plan markdowns or promotions.
Automated Limo Weekly Bookings Revenue Report
Every Monday, WebRun pulls the previous week's bookings and revenue from Limo Anywhere, calculates key metrics, and posts a clean summary report to Slack and Google Sheets.
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