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 Auto Detailing Failed Payment Recovery
When a payment fails, WebRun drafts a polite recovery message and flags the outstanding balance so you can collect without an awkward conversation.
Automated Auto Detailing Daily Schedule Digest
Each morning, WebRun assembles a complete picture of the day's jobs, technician assignments, and any scheduling notes so your team walks in ready to work.
Automated Ceramic Coating Maintenance Reminders
At the right interval after installation, WebRun drafts a maintenance reminder so your ceramic coating customers protect their investment and your revenue stays recurring.
Automated Auto Detailing Appointment Reminders
Before every appointment, WebRun sends your customer a reminder, confirms the slot, and flags any no-response so you can follow up before the bay goes empty.
Automated Dermatology Unscheduled Follow-Up Recall
WebRun finds patients whose visit notes indicate a follow-up is needed but who have not yet booked one, drafts a personalized recall message, and queues it for staff review before any contact is made.
Automated Dermatology Post-Visit Review Requests
After each completed visit, WebRun drafts a personalized review request message for the patient and queues it for staff approval before any outreach is sent.
Automated Dermatology Skincare Product Reorder Reminders
WebRun identifies patients who purchased skincare products 4 to 8 weeks ago with no repeat purchase, drafts a personalized reorder reminder, and queues it for staff review before sending.
Automated Dermatology Patient Balance Reminders
WebRun finds patients with overdue balances in Nextech, drafts polite collection messages, and queues them for staff review before any communication is sent.
Automated Dermatology No-Show Recovery Outreach
When a patient misses their appointment, WebRun flags the no-show in ModMed, drafts a rescheduling message, and alerts staff in Slack so follow-up happens the same day.
Automated Dermatology New Patient Intake Forms
When a new patient appointment is booked in ModMed, WebRun drafts a message with a link to the intake forms and queues it for staff review before sending.
Automated Dermatology Insurance Eligibility Verification
Each evening, WebRun checks insurance eligibility for the next day's appointments in ModMed and posts a flagged report to Slack so billing staff can resolve issues before the patient arrives.
Automated Dermatology Morning Schedule Huddle
Each morning, WebRun pulls the day's appointments from ModMed, summarizes key notes and flags for each patient, and posts a morning huddle digest to Slack so the team starts the day aligned.
Automated Dermatology Cosmetic Treatment Rebooking
WebRun identifies cosmetic patients due for their next treatment cycle, drafts personalized rebooking messages, and queues them for staff review before any outreach is sent.
Automated Dermatology Claim Rejection Worklist
Each morning, WebRun scans your EHR for rejected claims, categorizes each by denial reason, logs them in a Google Sheet, and alerts the billing team in Slack with a prioritized worklist.
Automated Dermatology Biopsy Result Worklist
When biopsy results arrive in your EHR, WebRun flags the case in Slack so the provider can review and plan the patient communication before anything is shared.
Automated Dermatology Appointment Reminders
WebRun checks your ModMed schedule each morning, drafts reminder messages for upcoming appointments, and queues them for staff review before delivery.
Automated Dermatology Annual Skin Check Recall
WebRun finds patients who are overdue for their annual skin check, drafts personalized recall messages, and queues them for staff review before any contact is made.
Automated Courier Weekly Delivery Volume Report
Every Monday, WebRun pulls last week's delivery data from Onfleet, compiles a volume and performance report, logs it to Google Sheets, and posts a summary to your management Slack channel.
Automated Courier SLA Breach Alerts
Every few minutes, WebRun checks Onfleet for deliveries at risk of or in breach of your SLA windows and posts an immediate alert to your dispatch Slack channel.
Automated Courier Delivery Review Requests
After a delivery is marked complete in Onfleet, WebRun drafts a friendly review request for the recipient and queues it for your team to approve before sending.
Automated Courier Route Confirmation Emails
Before each scheduled run, WebRun checks your recurring routes in Circuit for Teams, drafts a confirmation email for each business account, and queues them for review so nothing departs unconfirmed.
Automated Courier Quote Follow-Up Emails
Every Monday, WebRun finds unanswered courier quotes, drafts a polite follow-up for each prospect, and queues them in Gmail for your sales team to review before sending.
Automated Proof-of-Delivery Collection
After each completed Onfleet delivery, WebRun collects the proof-of-delivery photo and signature, logs them to a Google Sheet, and posts a Slack alert if any completed task is missing its proof.
Automated Courier Business Account Onboarding
When a new business account is created in Onfleet, WebRun drafts a personalised welcome email with setup instructions and queues it for your team to review before sending.
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