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 DME Patient Balance Follow-Up
WebRun checks Brightree for outstanding patient balances, drafts a polite payment reminder for each patient for staff review, and posts an aging summary to Slack so your billing team knows where to focus.
Automated DME Missing Documentation Chaser
WebRun checks Brightree for orders missing a Certificate of Medical Necessity or physician documentation, then drafts follow-up messages to referring physicians for your team to review and send.
Automated DME Inventory Reorder Alerts
WebRun checks TeamDME daily for items at or below reorder point, drafts a purchase order for your approval, and posts a low-stock alert to Slack so nothing runs out before a resupply arrives.
Automated DME Equipment Pickup Scheduling
WebRun identifies rental equipment that should be picked up in Brightree, drafts patient pickup coordination messages for staff review, and posts the pickup queue to your logistics team in Slack.
Automated DME Delivery Confirmation Follow-Up
After a delivery is marked complete in Brightree, WebRun drafts a setup confirmation message to the patient for staff review, and alerts the clinical team if a follow-up call is needed.
Automated DME New Order Intake Routing
Every morning, WebRun reviews new orders received in Bonafide overnight, categorizes each by item type and payer, and posts a routed intake list to Slack so your team starts the day with a clear, assigned queue.
Automated DME Claim Rejection Worklist
Every morning, WebRun pulls rejected and denied claims from Brightree, groups them by denial reason and payer, logs the worklist to Google Sheets, and alerts your billing team in Slack.
Jackrabbit Dance Automated Tuition Autopay Recovery
When autopay fails in Jackrabbit Dance, WebRun drafts a polite recovery message for each family and queues it for your review before anything is sent.
Automated Dance Trial Class Follow-Up
After a trial class, WebRun drafts a personal follow-up email for each family and queues it for your review, so every prospect gets a timely, on-brand response.
Automated Dance Season Registration Reminders
Before each new season opens, WebRun identifies current families who have not yet re-enrolled and drafts a personalised registration reminder for each one, ready for your review.
Automated Dance Recital Costume Order Tracking
WebRun monitors costume orders and deposits in The Studio Director, flags missing payments and unconfirmed sizes, and posts your team a daily digest to action.
Automated Dance Studio Overdue Tuition Reminders
Every Monday, WebRun finds families with overdue tuition in Jackrabbit Dance, drafts a polite reminder for each one, and posts your team a chase list in Slack to review before sending.
Automated Dance Studio New Family Onboarding
When a new family registers in DanceStudio-Pro, WebRun drafts a personalised welcome email with class details, studio policies, and next steps, ready for your review.
Automated Dance Studio Monthly Enrollment Report
On the first of each month, WebRun pulls enrollment and billing data from Jackrabbit Dance, updates a Google Sheet report, and posts your team a Slack digest with the key numbers.
Automated Dance Studio Lapsed Student Winback
Each week, WebRun finds students who have not attended class in 30 or more days in Jackrabbit Dance and drafts a warm re-engagement message for each family to review.
Automated Dance Instructor Substitute Coverage
When an instructor marks themselves unavailable in The Studio Director, WebRun identifies affected classes, drafts substitute outreach messages for your review, and alerts the team in Slack.
Automated Dance Competition Registration and Travel Digest
Before each competition, WebRun checks registration status and travel details in The Studio Director and posts your team a consolidated digest to action.
Automated Dance Class Waitlist Fill
When a spot opens in a Jackrabbit Dance class, WebRun finds the next family on the waitlist and drafts their enrollment offer for your approval.
Automated Dance Class Absence Alerts to Parents
After each class day, WebRun checks attendance in Jackrabbit Dance, drafts a kind absence notice for each parent, and queues it for your staff to review before sending.
Automated Church Year-End Giving Statements
Each January, WebRun pulls the full year's contribution records from Tithe.ly, generates a statement draft for every donor, and queues them for staff review and approval before any statement is sent.
Automated Church Giving and Attendance Report
Every Monday morning, WebRun pulls giving totals from Tithe.ly and attendance figures from Planning Center, compares them to prior weeks, and sends the leadership team a clean summary in Slack.
Automated Planning Center Volunteer Reminders
Before each service, WebRun checks Planning Center for upcoming volunteer shifts, drafts reminder messages for each volunteer, and posts a serving roster to the team leader in Slack.
Automated Church Recurring Gift Recovery
When a recurring gift fails in Pushpay or Tithe.ly, WebRun drafts a sensitive, pastoral notice for the giving team to review and send, and logs the failure in a recovery tracker.
Automated Church Prayer Request Routing
When a prayer request is submitted through Planning Center, WebRun reads the request, determines the appropriate care team member or pastor, and routes it to them privately via Slack with the member's contact details.
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