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 New Client Onboarding
When a new advisory client is added in Redtail, WebRun starts the onboarding workflow and tasks, drafts a warm welcome email and paperwork checklist in Gmail for your review, and posts the team a Slack summary of what is open.
Automated Canopy Tax Info Chasing
Each morning, WebRun opens Canopy, finds client requests where tax-prep information is still missing, drafts a friendly follow-up to each client, leaves it unsent for a preparer to review, and posts the team a Slack list of who is still holding up the return.
Automated ROI Expiry Reminders
WebRun checks TheraNest each week for release-of-information authorizations nearing their expiry, drafts a renewal request to each client in Gmail, and pings you on Telegram with which ROIs lapse soon so coordinated care never stalls.
Automated Meeting Room Utilization Reports
WebRun opens Nexudus each Monday, pulls last week's meeting-room bookings, builds a utilization report in Google Sheets showing hours booked and busiest rooms, and posts your team a short Slack summary of how the rooms performed.
Automated Lapsed Pet Client Win-Back
WebRun checks Gingr each morning for owners with no visit in 60 or more days, drafts a warm we-miss-your-pet note with a comeback offer to each in Gmail, and posts your front desk a Slack list so quiet clients come back instead of slipping away.
Automated Group Rooming List Chaser
WebRun opens Travefy each morning, finds group trips with incomplete rooming-list details before the supplier cutoff, drafts a clear request to each organizer in Gmail, leaves it unsent for you to review, and posts your team a Slack list of which groups are still missing details.
Automated Floify Milestone Borrower Updates
Each morning, WebRun opens Floify, finds the loans that moved to a new milestone since yesterday, drafts a clear update to each borrower in Gmail explaining what happened and what comes next, leaves it unsent for the loan officer to review, and posts the team a Slack list of who got an update.
Automated Client Meeting Prep Packs
WebRun reads Orion each morning for clients you are meeting that day, pulls a portfolio summary and open action items, assembles a tidy prep pack in Google Sheets, and posts the advisor a Slack heads-up that each pack is ready.
Automated Karbon Extension Candidate Flags
Each morning, WebRun opens Karbon, finds tax returns that will not realistically finish before the deadline, logs each extension candidate to a Google Sheet, and posts the team a Slack list so partners can decide who to file an extension for, well before the date.
Automated Therapy Balance Reminders
WebRun finds clients with an overdue balance in SimplePractice each week, checks Stripe for any payment that already cleared, drafts a polite reminder with a pay link in Gmail, and leaves each one for the front desk to review and send.
Automated NexHealth Patient Onboarding
WebRun opens NexHealth each morning, finds patients newly booked for a first visit, drafts a warm welcome with their intake forms, and leaves it in Gmail for the front desk to review before sending.
Automated Stripe Failed Payment Recovery
WebRun checks Stripe each morning for failed membership charges, drafts a polite update-your-card message to each affected member in Gmail, leaves every draft unsent for the team, and posts a Slack list of payments to recover.
Automated MoeGo Grooming Rebooking Reminders
WebRun checks MoeGo each morning for grooming clients overdue for their next appointment, drafts a warm rebooking reminder to each owner in Gmail, and pings your team on Telegram so empty slots get filled and coats stay on schedule.
Automated Flight Change Monitoring
WebRun checks TripIt a few times a day for schedule changes, delays, or cancellations on active client trips, drafts a clear heads-up to the affected client in Gmail, leaves it unsent for you to review, and pings you on Telegram the moment a flight changes.
Automated Encompass LO Production Report
Every Monday, WebRun opens Encompass, tallies last week's locked and funded volume by loan officer, logs the figures in Google Sheets next to prior weeks, and posts the team a Slack report showing each loan officer's units and dollars locked and funded.
Automated Meeting Notes Compliance Chaser
WebRun reviews Wealthbox each day for client meetings that have no notes logged yet, posts each advisor a Slack nudge to write them up, and logs every gap in a Google Sheets compliance tracker.
Automated Ignition Engagement Letter Chasing
Each morning, WebRun opens Ignition, finds proposals and engagement letters sent but still unsigned, drafts a polite nudge to each client, leaves it unsent for you to review, and pings you on Telegram with who has not signed yet.
Automated Therapy No-Show Follow-Up
WebRun reviews yesterday's TherapyNotes schedule each morning for no-shows and late cancellations, drafts a caring re-book message to each client in Gmail, and pings you on Telegram with who missed and who to rebook.
Automated Dental Morning Huddle Prep
WebRun opens Dental Intelligence each morning, pulls the day's production, schedule gaps, unscheduled treatment, and outstanding balances, lays them into a Google Sheets huddle sheet, and posts the team a Slack snapshot.
Automated Desk Occupancy Reports
WebRun opens Nexudus each Monday, pulls desk occupancy against capacity, builds an occupancy report in Google Sheets, and posts your team a short Slack summary of how full the space is and where there is room to sell.
Automated Grooming No-Show Follow-Up
WebRun checks MoeGo each morning for yesterday's grooming no-shows, drafts a warm let's-get-you-rebooked note to each owner in Gmail, and posts your front desk a Slack list so a missed appointment turns into a rebooking instead of a lost client.
Automated Trip Final-Payment Reminders
WebRun opens Travefy each morning, finds trips whose supplier final payment is coming due, drafts a friendly balance reminder to each client in Gmail, leaves every draft unsent for you to review, and posts your team a Slack list of what is due this week.
Automated Floify Document Refresh
Each week, WebRun opens Floify, finds the borrower documents about to age out, such as paystubs and bank statements, drafts a friendly request for a fresh copy in Gmail, leaves it unsent for the loan officer to review, and posts a Slack list of which files need a refresh.
Automated KYC Document Gap Flags
WebRun reviews RightCapital each week for clients missing a current KYC document or risk-tolerance questionnaire, drafts a request email in Gmail for your review, and posts the team a Slack list of the document gaps to close.
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