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 Cattle Pregnancy Check Scheduling
WebRun reviews your breeding records in CattleMax, identifies cows due for a pregnancy check, and drafts a scheduling message to your veterinarian for your review and approval before it is sent.
Automated Cattle Grazing Rotation Reminders
WebRun checks your grazing rotation plan each Monday, calculates which pastures are ready to receive cattle and which need more rest, and posts a rotation digest to your ranch team so every move happens on time.
Automated Cattle Feed Inventory Reorder Alerts
WebRun checks your feed and supply inventory each morning, identifies items below your reorder threshold, and drafts a purchase order to your supplier for your review before anything is submitted.
Automated Ranch Equipment Maintenance Alerts
WebRun checks your equipment maintenance schedule each Monday, finds any machinery with service intervals coming due, and posts an alert to your ranch team so nothing breaks down at the worst time.
Automated Cattle Health Certificate and Compliance Reminders
WebRun monitors your cattle health certificates, brand registrations, and regulatory filing deadlines each week, alerts your team in Slack before any deadline is missed, and drafts required documentation requests to your vet or agency for your review.
Automated Cattle Market Price Threshold Alerts
WebRun monitors cattle market prices using Performance Livestock Analytics each morning, checks them against your configured buy or sell thresholds, and alerts your team in Slack when a price target is reached.
Automated Cattle Buyer Follow-Up Drafts
WebRun reviews your buyer contact log each week, identifies buyers you quoted or spoke with who have not yet committed, and drafts a follow-up email for each one so no sale slips away for lack of a timely nudge.
Automated Cattle Breeding and Calving Alerts
WebRun monitors your breeding and reproduction records in CattleMax, surfaces cows entering their breeding window and heifers approaching their expected calving date, and posts a daily alert to your ranch team.
Automated PT Cancellation Waitlist Fill
When a patient cancels, WebRun identifies the best-matched waitlist patient, drafts a personalized fill-in offer for front-desk review, and keeps the slot from going empty.
Automated PT Referring Physician Thank-You Letters
When a referred patient completes their first visit, WebRun drafts a thank-you and intake summary letter to the referring physician for the therapist to review and send, strengthening the referral relationship.
Automated PT Plan of Care Recertification Reminders
WebRun scans active plans of care each morning, flags those due for recertification within 10 days, drafts physician notification letters for staff review, and alerts the clinical team in Slack.
Automated PT Plan of Care Dropout Alerts
WebRun finds patients with remaining authorized visits who have not scheduled their next appointment and drafts a personal outreach message for staff to send.
Automated PT Patient Balance Reminders
WebRun finds patients with overdue balances in your PT billing system, drafts a polite balance reminder for each one, and queues the messages for front-desk review before sending.
Automated PT No-Show Recovery Outreach
When a patient no-shows or late-cancels, WebRun drafts a personalized recovery message and flags the case for the front desk to review and resend, keeping patients on their plan of care.
Automated PT New Patient Intake Form Outreach
When a new patient evaluation is scheduled, WebRun drafts a personalized intake form package for the patient and queues it for front-desk review before sending, so the first visit starts on time.
Automated PT Home Exercise Program Check-In
Between visits, WebRun drafts a personalized check-in message for patients on a home exercise program, asking about adherence and any pain or difficulty, and queues each message for staff review before sending.
Automated PT Discharge Outcome Surveys
When a patient is discharged, WebRun drafts a personalized outcome survey and review request, queues it for staff review, and logs responses in a Google Sheet for clinical and marketing use.
Automated PT Daily Schedule Digest
Each morning before the clinic opens, WebRun pulls the day's full schedule from your PT system and posts a structured caseload digest to the clinical Slack channel so every therapist and the front desk know exactly what the day holds.
Automated PT Claim Denial Worklist
WebRun pulls every denied claim from your PT billing system each morning, categorizes denials by reason code, and posts a prioritized worklist to the billing team in Slack so the highest-value cases are worked first.
Automated PT Insurance Authorization Expiry Tracker
WebRun checks every active authorization in your PT system daily, flags those expiring within 7 days, and drafts renewal request letters for your biller while alerting the front desk in Slack.
Automated PT Appointment Reminders
WebRun checks tomorrow's PT schedule each afternoon, drafts a personalized appointment reminder for each patient, and queues them for front-desk review before they are sent.
Automated Weekly Process Serving Throughput Report
Every Monday, WebRun pulls the prior week's job data from ServeManager, calculates completion rate, attempt rate, and server utilization, and posts a clean summary to Slack for your weekly ops review.
Automated Unservable Process Serving Escalation Worklist
WebRun scans ServeManager daily for jobs marked unservable or skip trace needed, builds a prioritized escalation worklist, and posts it to Slack so your team resolves blocked cases before clients notice.
Automated Process Server Daily Route Digest
Each morning, WebRun pulls assigned jobs from ServeManager for each server, groups them by geographic zone, and sends each server a Slack message with their ordered job list for the day.
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