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 Advisory Fee Reconciliation
WebRun reads the quarterly advisory fees billed in Orion, recalculates what each account should owe from its AUM and fee schedule in Google Sheets, flags any account that does not match, and sends you a Telegram summary of the exceptions.
Automated Karbon Staff Capacity Report
Every Monday, WebRun opens Karbon, tallies open work and hours assigned per staff member, logs the capacity picture to a Google Sheet, and posts the team a Slack report so managers can spot who is overloaded and who has room before the week fills up.
Automated Jane Telehealth Session Prep
Each evening WebRun reads tomorrow's Jane schedule, drafts a reminder with the secure video link for every telehealth client in Gmail, and sends you a Telegram run-down so the day is set and no one is missing a link.
Automated Dental Production Scoreboard
WebRun opens Dental Intelligence each evening, reads each provider's production against goal for the day, logs it in Google Sheets, and posts the team a Slack scoreboard so everyone sees where the day landed.
Automated OfficeRnD Overdue Invoice Chasing
WebRun opens OfficeRnD each Monday, finds member invoices past their due date, drafts a polite payment reminder to each one in Gmail, leaves every draft unsent for the team, and posts a Slack list of who is still outstanding.
Automated Time To Pet Invoice Chasing
WebRun checks Time To Pet each morning for invoices past their due date, drafts a polite payment reminder to each client in Gmail, and posts you a Slack list of who is still outstanding so you get paid without the awkward chasing.
Automated Pre-Departure Reminder Packs
WebRun opens Tern each morning, finds trips departing in a few days, drafts each client a pre-departure pack in Gmail covering check-in, documents, and a weather note, leaves every draft unsent for you to review, and posts your team a Slack list of who is about to travel.
Automated Encompass Referral Thank-Yous
Each morning, WebRun opens Encompass, finds the loans that funded the day before, drafts a warm thank-you to the referring realtor or partner in Gmail, leaves it unsent for the loan officer to review, and pings the loan officer on Telegram with the partners to thank.
Automated Prospect Follow-Up Cadence
WebRun checks the Wealthbox pipeline each morning for prospects overdue for their next touch, drafts a tailored follow-up email to each one in Gmail for your review, and posts the team a Slack list of who is due a nudge today.
Automated Quarterly Estimate Reminders
Ahead of each estimated-tax due date, WebRun opens Financial Cents, finds the clients who owe a quarterly payment, drafts a clear reminder with their amount and the due date, leaves it unsent for you to review, and pings you on Telegram with the list.
Automated Supervision Hours Tracking
WebRun tallies each associate clinician's logged client and supervision hours in TherapyNotes each week, updates a Google Sheet running toward their licensure target, and posts a private Slack summary so no one falls behind on hours.
Automated Dental Perio Recall
WebRun opens Open Dental each morning, runs the Recall List for periodontal maintenance patients who are due or overdue, drafts a caring reminder for each, and leaves them in Gmail for the front desk to review before sending.
Automated New Member Onboarding Emails
WebRun opens OfficeRnD each morning, finds members who joined since yesterday, drafts a warm welcome email with wifi and access details in Gmail, leaves every draft unsent for the team, and posts a Slack heads-up so the team can greet them.
Automated Pet Birthday Outreach
WebRun checks MoeGo each morning for pets with a birthday coming up, drafts a cheerful birthday note with a little treat or offer to each owner in Gmail, and pings you on Telegram so every pet gets a happy hello and owners feel the love.
Automated Travel Quote Follow-Ups
WebRun opens TravelJoy each morning, finds sent quotes with no client response after a few days, drafts a warm follow-up to each in Gmail, leaves it unsent for you to review, and posts your team a Slack list of open quotes waiting on a reply.
Automated Encompass Rate Lock Alerts
Each morning, WebRun opens Encompass, finds the loans whose rate lock expires in the next few days, posts the loan officer a Slack alert ranked by how soon each one expires, and logs every expiring lock in Google Sheets so none slips past its date.
Automated Portfolio Drift Flags
WebRun reads Orion each morning for portfolios that have drifted past their target allocation bands, posts the advisor a Slack shortlist of accounts to review, and logs each drifted account in Google Sheets. It flags only, it never trades.
Automated Ignition Invoice Chasing
Every Monday, WebRun opens Ignition, finds the firm's client invoices that are past due, drafts a polite reminder to each client, leaves it unsent for you to review, and posts the team a Slack list of who still owes and how much.
Automated Sliding-Scale Fee Reviews
WebRun checks SimplePractice each month for clients whose reduced sliding-scale fee is a year old, drafts a gentle review request to each in Gmail, and posts your front desk a Slack list of fees due for their annual check-in.
Automated Dental Balance Reminders
WebRun opens Open Dental every Monday, runs the Aging of Accounts Receivable report for past-due patient balances, drafts a polite statement reminder for each, and leaves them in Gmail for the front desk to review before sending.
Automated Membership Renewal Reminders
WebRun opens OfficeRnD each morning, finds memberships coming up for renewal soon, drafts a friendly renewal note to each member in Gmail, leaves every draft unsent for the team, and posts a Slack list of who is up for renewal.
Automated Pet-Care Client Welcome and Intake
WebRun checks Time To Pet each morning for newly added clients, drafts a warm welcome in Gmail that asks them to finish their intake and add vet and pet info, and pings you on Telegram so every new sign-up is greeted and onboarded fast.
Automated Travel Inquiry Routing
WebRun checks TravelJoy through the day for new trip inquiries, logs each one in Google Sheets, decides which advisor fits best by destination and trip type, and posts the routing to Slack so no lead sits unclaimed.
Automated Floify Pipeline Digest
Each morning, WebRun opens Floify, groups every active loan by its milestone stage, logs the day's counts in Google Sheets, and posts the team a Slack digest showing how many files sit at each stage and which ones are nearing their deadline.
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