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.

Healthcare
Send Patients Appointment Reminders
The day before each visit, WebRun drafts a personalised SMS reminder for every scheduled patient and queues it for staff to approve and send.
Practice managementTwilioSlack
Healthcare
Fill Cancellations From Your Waitlist
When a cancellation lands, WebRun finds the best-matching patient on the waitlist, drafts an offer message, and alerts the front desk to confirm.
Practice managementTwilioSlack
Healthcare
Send Patient Intake Forms Automatically
Two days before a new-patient appointment, WebRun sends a personalised intake-form link so paperwork is done before the patient walks in.
Practice managementDocuSignGmailSlack
Healthcare
Follow Up With No-Show Patients
Every afternoon, WebRun identifies today's no-shows, drafts a friendly re-booking message for each, and queues them for staff to approve and send.
Practice managementTwilioGoogle Sheets
Healthcare
Ask Happy Patients for Reviews
After each completed visit, WebRun drafts a review-request message for satisfied patients and holds it for staff to approve before sending.
Practice managementGmailGoogle Business ProfileSlack
Healthcare
Pre-Check Patient Insurance Eligibility
Each morning, WebRun checks eligibility for the day's scheduled patients and logs any issues to a sheet so the front desk can resolve them before the visit.
EHRGoogle SheetsSlack
Healthcare
Chase Outstanding Patient Balances
Every week, WebRun finds patients with overdue balances, drafts a polite payment-reminder message for each, and holds every draft for staff review before it is sent.
Practice managementStripeGmailSlack
Healthcare
Send Dental Recall Reminders
WebRun finds patients who are overdue for a routine checkup or hygiene visit and drafts a personalised recall message for staff to approve and send.
Practice managementTwilioGoogle Sheets
Healthcare
Daily Schedule Digest for Staff
Every morning, WebRun compiles a clear day-sheet for each provider and sends the front desk a full picture of who is coming in and when.
Practice managementSlack
Healthcare
Collect & File Signed Consent Forms
WebRun monitors for completed DocuSign consent envelopes, confirms the signature is present, and files the document in the patient's record automatically.
DocuSignEHRSlack
Healthcare
Route Patient Enquiries Automatically
When a patient message or enquiry lands, WebRun reads it, categorises it, and drafts a reply routed to the correct team member for approval.
GmailPractice managementSlack
Healthcare
Follow Up on Patient Referrals
Every week, WebRun finds referrals that haven't been acknowledged by the receiving practice and drafts a chaser email for staff to send.
Practice managementGmailGoogle Sheets
Healthcare
Clinic Supply Restock Alerts
WebRun checks your supply inventory each morning and sends the office manager an alert when any item falls below its reorder threshold.
Google SheetsGmailSlack
Healthcare
Send Post-Visit Care Instructions
After each completed appointment, WebRun drafts personalised care-instruction messages for staff to approve and send — keeping patients informed without clinical claims.
Practice managementGmailSlack
Healthcare
Monthly Patient-Volume Report
On the first of every month, WebRun compiles appointment counts, no-show rates, and new-patient numbers into a clean report and emails it to the practice manager.
Practice managementGoogle SheetsGmail

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