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 Deltek Project Insurance Expiry Tracking
WebRun checks your project insurance certificate expiry dates in a Google Sheets register each week, posts an internal Slack alert for anything expiring within 60 days, and drafts a request email for each expiring certificate for your review before sending.
Automated Monograph Phase Budget Burn Alerts
WebRun checks your project phase budgets in Monograph each morning, calculates burn rate against the fee remaining, and posts an internal Slack alert whenever a phase crosses your warning threshold.
Automated PE and AIA License Renewal Reminders
WebRun checks your staff license expiry dates in a Google Sheets register each week, posts an internal Slack alert for any license expiring within 90 days, and drafts a personal reminder email for each affected staff member for your review before sending.
Automated BQE Core AR Invoice Chaser
WebRun checks your accounts receivable aging in BQE Core each week, drafts a polite follow-up email for each overdue invoice, and posts a chase list to Slack for your review before anything is sent.
Automated Deltek Deliverable Deadline Digest
WebRun checks your project milestones in Deltek every Monday morning, finds deliverables due in the next two weeks, and posts a consolidated deadline digest to Slack so every project manager is aligned.
Automated Newforma Sub-Consultant Deliverable Chaser
WebRun checks your consultant coordination log in Newforma each week, identifies overdue sub-consultant deliverables, drafts a professional chase email for each, and posts a summary to Slack for your review before any email is sent.
Automated Deltek Change Order Sign-Off Chaser
WebRun checks your pending change orders and contract amendments in Deltek each week, drafts a professional sign-off reminder for each unsigned item, and posts a chase list to Slack for your approval before anything is sent.
Automated Dentrix Treatment Follow-Ups
WebRun opens Dentrix each morning, runs the Treatment Manager for accepted treatment that was never scheduled, drafts a warm follow-up to each patient, and leaves them in Gmail for the front desk to review before sending.
Automated RMD Deadline Reminders
WebRun opens Orion each morning, reads the RMD dashboard for clients with a required minimum distribution still outstanding this year, drafts a reminder to each one in Gmail for your review, and posts the team a Slack list of who is approaching the deadline.
Automated Karbon Tax Deadline Tracking
Each morning, WebRun opens Karbon, reads the tax-return work due soon by preparer, logs each return with its deadline and days remaining to a Google Sheet, and posts the team a Slack digest so no filing date sneaks up.
Automated Unsigned Notes Reminders
WebRun reads each clinician's To-Do list in TherapyNotes each morning, logs every unsigned or overdue progress note to a Google Sheet, and posts a private Slack nudge so therapists clear their own documentation before it piles up.
Automated Dental Unbilled Procedure Check
WebRun opens Dentrix at the end of each day, runs the Procedures Not Attached to Insurance report, lists the completed treatment with no claim, and posts the billing team a Slack worklist before the day closes.
Automated Coworking Upsell Opportunity Flags
WebRun reviews OfficeRnD each week for members bumping up against their plan limits, flags clear upgrade and add-on openings, logs them to a Google Sheet, and posts your team a Slack list of upsell conversations worth having.
Automated Weekly Pet Revenue Report
WebRun opens Gingr every Monday, totals last week's revenue across grooming, daycare, and boarding, logs the week to a running Google Sheet, and posts you a clear Slack summary so you know which services are carrying the business.
Automated Weekly Bookings Revenue Report
WebRun opens Travefy every Monday, totals the trips booked and revenue written in the past week, logs the figures in Google Sheets to build a running trend, and posts your team a clear Slack summary of bookings, revenue, and top destinations.
Automated Floify Stalled Loan Follow-Up
Each week, WebRun opens Floify, finds the applications that have stalled with no borrower activity for days, drafts a warm nudge to each borrower in Gmail, leaves it unsent for the loan officer to review, and pings the loan officer on Telegram with the list of files going cold.
Automated Client Review Scheduling
WebRun checks Redtail each morning for clients overdue for their periodic review meeting, drafts a scheduling email to each one in Gmail for your review, and posts the team a Slack list of who still needs a review on the calendar.
Automated TaxDome Organizer Distribution
At the start of tax season, WebRun opens TaxDome, prepares each client's annual tax organizer, drafts a cover email inviting them to complete it, leaves both the organizer and the email unsent for a preparer to review, and posts the team a Slack count of who is ready to send.
Automated Treatment Plan Review Alerts
WebRun checks TheraNest each week for clients whose treatment plan is due for review soon, logs them to a Google Sheet per clinician, and posts each therapist a private Slack heads-up so no plan lapses out of date.
Automated Dental Referral Thank-Yous
WebRun opens Dentrix each week, finds completed cases that came from a referring dentist, drafts a warm thank-you to each referrer, and leaves them in Gmail for the office manager to review before sending.
Automated Coworking Tour Lead Follow-Ups
WebRun checks OfficeRnD each morning for prospects who booked or took a tour but have not heard back, drafts a warm follow-up email to each in Gmail, leaves every draft unsent for your review, and pings you on Telegram with who to nudge.
Automated Gingr Vaccine Record Reminders
WebRun checks Gingr each morning for pets whose vaccination records are expired or about to lapse, drafts a friendly record-update request to each owner in Gmail, and posts your front desk a Slack list so no pet shows up without proof of vaccination.
Automated Supplier Hold Deadline Tracking
WebRun opens Travefy each morning, finds supplier holds and option deadlines coming due on active trips, logs each one in Google Sheets with the date, and posts your team a Slack list of which holds expire this week so none lapse unnoticed.
Automated Mortgage Refi Candidate Flags
Each week, WebRun opens Encompass, reviews your funded past clients, flags the ones whose rate now sits well above the market, logs each refi candidate in Google Sheets, and posts the loan officer a Slack shortlist of who is worth a call. It flags only, it never contacts a client.
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