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 Drake E-File Rejection Worklist
Each morning, WebRun opens Drake, processes the latest e-file acknowledgements, pulls out the rejected returns with their reject codes, logs them to a Google Sheet as a worklist, and posts the team a Slack list of what needs fixing and resending.
Automated Headway Referral Routing
WebRun checks Headway for new client referrals each morning, matches each to the best-fit clinician by specialty and open availability, drafts a warm welcome reply in Gmail, and pings your intake team in Slack with the suggested match.
Automated Dental Eligibility Checks
WebRun opens Dentrix each afternoon, checks the insurance eligibility status for tomorrow's scheduled patients, logs each result in Google Sheets, and posts the front desk a Slack list of anything that needs a manual check.
Automated Daily Bookings and Visitor Digest
WebRun opens Cobot each morning, pulls today's bookings and expected visitors, logs them to a Google Sheet, and posts the front desk a Slack digest of who is coming in and which rooms are booked.
Automated Daycare Credit Expiry Reminders
WebRun checks Gingr each morning for daycare packages running low or about to expire, drafts a friendly heads-up to each owner in Gmail, and posts your front desk a Slack list so credits get used and owners feel looked after.
Automated Traveler Document Collection
WebRun opens TravelJoy each morning, finds travelers on upcoming trips still missing a passport scan, date of birth, or visa detail, drafts a polite request to each client in Gmail, leaves it unsent for you to review, and pings you on Telegram with who is still outstanding.
Automated Encompass Disclosure Deadline Flags
Through the day, WebRun opens Encompass, finds new and changed loans whose initial disclosures are not yet sent, flags the ones approaching the deadline for compliance to action, logs each at-risk loan in Google Sheets, and posts a Slack alert. It flags only, it never sends a disclosure.
Automated Idle Cash Alerts
WebRun reads Addepar each morning for accounts holding more cash than your target, sends the advisor a Telegram shortlist of accounts to review, and logs each one in Google Sheets. It flags for review only and never moves money.
Automated SmartVault Upload Routing
Each morning, WebRun opens SmartVault, finds documents clients uploaded since the last run, logs each one with its client and assigned preparer to a Google Sheet, and posts the team a Slack note so the right person knows their client's files have arrived.
Automated SimplePractice Superbill Drafts
At month end WebRun pulls each self-pay client's sessions from SimplePractice, drafts a superbill email to every client in Gmail with the statement attached, and posts your billing team a Slack list of superbills ready to review and send.
Automated Dental Claim Tracking
WebRun opens Open Dental each morning, runs the Outstanding Insurance Claims report for rejected and aging claims, builds a clear worklist in Google Sheets, and posts the billing team a Slack summary of what needs reworking.
Automated Community Event Reminders
WebRun checks Archie each morning for upcoming community events, drafts a friendly reminder to members in Gmail, leaves every draft unsent for your review, and pings you on Telegram with which events are coming up.
Automated Daily Pet Roster Digest
WebRun opens Gingr each morning, pulls today's grooming, daycare, and boarding bookings, logs the day to a running Google Sheet, and posts your staff one tidy Slack roster so everyone knows which pets are in and what is happening.
Automated Travel Commission Reconciliation
WebRun opens Travefy each week, compares the commission expected on booked trips against what has actually been received, logs the gaps in Google Sheets, and posts your team a Slack list of unpaid or short-paid commissions to chase so none slip through.
Automated Encompass Condition Chasing
Each morning, WebRun opens Encompass, pulls the loans with underwriting conditions still outstanding, drafts a clear request to each borrower for the missing item, leaves it unsent in Gmail for the loan officer to review, and posts a Slack list of who is holding up which file.
Automated Held-Away Account Refresh
WebRun checks eMoney each morning for held-away and aggregated accounts whose feed has gone stale or broken, drafts a client reconnect email in Gmail for your review, and sends you a Telegram list of the connections that need attention.
Automated TaxDome Client Onboarding
When a new client is added in TaxDome, WebRun sets up their onboarding tasks, drafts a warm welcome email and a first document request, leaves both unsent for a preparer to review, and posts the team a Slack note that the new client is ready to start.
Automated SimplePractice Intake Chasing
WebRun checks SimplePractice each morning for new clients whose intake forms are still pending, drafts a warm reminder to each one in Gmail, and posts your front desk a Slack list of paperwork still outstanding before the first session.
Automated Dental Hygiene Reappointment
WebRun opens Dental Intelligence each morning, finds hygiene patients who left without booking their next cleaning, drafts a friendly rebooking note for each, and leaves them in Gmail for the front desk to review before sending.
Automated Coworking Churn Risk Flags
WebRun reviews OfficeRnD check-ins each week, flags active members whose visits have dropped off, logs the at-risk list to a Google Sheet, and posts your community team a Slack list of who to reach out to before they cancel.
Automated Boarding Capacity Alerts
WebRun checks Gingr each morning for dates where boarding or daycare is nearing its capacity limit, alerts your team on Slack before the day fills up, and logs the squeeze in a Google Sheet so you can staff and sell smarter.
Automated Trip Anniversary Outreach
WebRun opens TravelJoy each morning, finds past clients hitting the one-year anniversary of a trip, drafts each a warm, personal it-is-time-to-travel-again note in Gmail, leaves it unsent for you to review, and pings you on Telegram with who is ready for outreach.
Automated Encompass Closing Countdown
Each morning, WebRun opens Encompass, finds the loans closing in the next few days, checks each one against your closing checklist, drafts a status note to the borrower in Gmail for the loan officer to review, and posts the team a Slack countdown of what is still open on each file.
Automated Client Milestone Outreach
WebRun checks Wealthbox each morning for clients with a birthday or a planning milestone like 59 and a half, 65, or 73 coming up, drafts a warm note to each one in Gmail for your review, and sends you a Telegram list of this week's milestones.
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