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 TaxDome Document Chasing
WebRun opens TaxDome each morning, finds client requests where documents are still outstanding, 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 things up.
Automated Therapy Claim Status Worklist
WebRun reviews your TherapyNotes claims each morning, pulls every claim still outstanding, denied, or rejected into a Google Sheet worklist, and posts your billing team a Slack digest of what needs working today.
Automated Dental Case Acceptance Report
WebRun opens Curve Dental every Monday, pulls last week's treatment presented versus accepted by provider, lays the case-acceptance rates into Google Sheets, and posts the team a Slack summary by provider.
Automated Kisi Access Change Review
WebRun reviews Kisi access against your member roster, prepares the access changes that are needed, and posts an admin a Slack approval list with a Google Sheet of exactly what to add or remove. It never changes door access on its own.
Automated Boarding Pre-Check-In Confirmations
WebRun checks Revelation Pets each morning for boarding stays starting in a few days, drafts a confirmation with a pre-check-in checklist to each owner in Gmail, and posts your team a Slack list so every guest arrives prepped and nothing is missed at drop-off.
Automated Travel Advisory Watch
WebRun reads your upcoming trips in Travefy each morning, checks travel.state.gov for the advisory level of each destination, drafts an optional client heads-up in Gmail when a level rises, leaves it unsent for you to review, and alerts you in Slack about any change.
Automated Encompass Appraisal Tracking
Each morning, WebRun opens Encompass, checks every loan with an appraisal ordered, flags the ones overdue or still unscheduled, logs each appraisal's status in Google Sheets, and posts the loan officer a Slack list of the orders that are running late.
Automated Beneficiary Gap Flags
WebRun reviews Redtail each week for accounts with missing or outdated beneficiary designations, drafts a client outreach email in Gmail for your review, and posts the team a Slack list of the beneficiary gaps to close.
Automated Liscio W-9 Collection Chasing
Each week through the run-up to 1099 season, WebRun opens Liscio, finds the vendors still missing a W-9, drafts a request to each client to chase their vendor, leaves it unsent for review, and posts the team a Slack list of who is still outstanding.
Automated Therapy Caseload Balance Report
WebRun reviews active clients per clinician in SimplePractice each week, builds a caseload-balance report in a Google Sheet, and posts a Slack digest showing who is at capacity and who has room, so the team stays evenly loaded.
Automated Dentrix Appointment Recovery
WebRun opens Dentrix each morning, finds yesterday's broken and cancelled appointments, drafts a warm note inviting each patient to reschedule, and leaves them in Gmail for the front desk to review before sending.
Automated Vetspire Wellness Plan Renewals
WebRun checks Vetspire each week for wellness plans expiring soon, drafts a renewal reminder to each owner showing the benefits they would keep, and leaves them in Gmail for the team to review before sending.
Automated Shepherd Wellness Exam Recalls
WebRun checks Shepherd each week for patients overdue for an annual wellness exam, drafts a personal recall note to each owner, and leaves them in Gmail for the team to review before they go out.
Automated ezyVet Vaccine Reminders
WebRun opens ezyVet each morning, pulls the recall list of patients with a vaccine or booster now due, drafts a friendly reminder to each owner, and leaves them in Gmail for the front desk to review before sending.
Automated Covetrus Invoice Reminders
WebRun checks Covetrus each week for client invoices past due, drafts a polite payment reminder for each owner, and leaves them in Gmail for the practice manager to review before sending.
Automated Provet Cloud Reorder Drafts
WebRun checks Provet Cloud each morning for vet supplies and medications below their reorder point, drafts a purchase order for each vendor in a Google Sheet, and leaves it for the inventory lead to approve before ordering.
Automated IDEXX Neo No-Show Follow-Ups
WebRun reviews yesterday's IDEXX Neo schedule each morning, finds the no-shows, drafts a kind follow-up to each owner offering to rebook, and leaves them in Gmail for the front desk to send.
Automated Digitail New Client Welcomes
When a new client is added in Digitail, WebRun drafts a warm welcome to the owner with what to expect, how to reach the clinic, and how to book, and leaves it in Gmail for the front desk to send.
Automated Digitail Lab Result Notices
WebRun checks Digitail each hour for lab and diagnostic results that have just landed, drafts a notice letting each owner know results are ready, and leaves them in Gmail for the care team to review before sending.
Automated Provet Cloud Discharge Notes
WebRun checks Provet Cloud each evening for patients discharged that day, drafts personalised post-op care instructions for each owner, and leaves them in Gmail for the DVM to review before sending.
Automated Vetspire Treatment Follow-Ups
WebRun reviews Vetspire each week for treatment plans an owner declined or deferred, drafts a gentle follow-up offering to revisit the recommended care, and leaves them in Gmail for the DVM to review before sending.
Automated Hippo Manager Schedule Digest
WebRun reads today's Hippo Manager appointment book each morning and posts the team a clear Slack digest of every visit, the DVM assigned, and the patients to prep for, so the day starts organised.
Automated ezyVet Boarding Reminders
WebRun checks ezyVet each morning for boarding and grooming reservations coming up in a few days, drafts a friendly reminder with drop-off details and what to bring, and leaves them in Gmail for the front desk to send.
Automated Fresha Review Requests
WebRun checks Fresha each morning for completed appointments from the day before, drafts a warm review request to each client in Gmail, and posts your team a Slack list of who to ask, so reviews come in while the visit is fresh.
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