البنوك والإقراض والتأمين وإدارة الثروات
قوالب أتمتة البنوك والإقراض والتأمين وإدارة الثروات، الصفحة 2
496 مسار عمل جاهز في البنوك والإقراض والتأمين وإدارة الثروات. كل مسار منها يتولى مهمة حقيقية يؤديها فريقك كل أسبوع، داخل الأدوات التي تعمل بها اليوم. أكثر التطبيقات ظهورًا هنا: Slack وGoogle Sheets وGmail.
Automated Trezor Transaction Ledger Exports
Every Monday, WebRun exports each Trezor Suite account's new transactions, appends them to one Google Sheet with dates and labels, and posts the running ledger status to Microsoft Teams.
Automated TradingView Earnings Calendar Brief
Every Monday, WebRun matches your TradingView watchlists against the earnings and economic calendars and writes up the week's dated events in one brief.
Automated Schwab Transaction Reconciliation
Every night, WebRun reads the day's Schwab transaction history, matches each trade, transfer, dividend and fee to your books, and files only the entries that do not agree.
Automated Robinhood Statement Archiving
Every Monday, WebRun opens Robinhood, collects the statements, tax documents and trade confirmations issued since last week, files them into Microsoft Teams, and texts you what was filed.
Automated Phantom Connected App Reviews
Every Monday, WebRun lists the apps and approvals your Phantom wallet still has open, logs them in Google Sheets with the last time you used each, and texts you the stale ones.
Automated OpenSea Listing Expiry Alerts
Every morning, WebRun reads your active OpenSea listings and their end dates, sends the ones expiring soon to WhatsApp, and texts you by Twilio when a listing lapses today.
Automated OKX Trade History Export
Every Monday, WebRun exports last week's OKX fills, fees, deposits, and withdrawals into a Notion ledger and sends your bookkeeper's summary to Telegram.
Automated MetaMask Low Gas Balance Alerts
Every hour, WebRun reads your MetaMask balances per network, alerts Slack when one drops under your floor, and keeps a top-up card in Trello.
Automated Ledger Treasury Balance Logging
Every Monday, WebRun reads the balance and assets on each company wallet in your Ledger account and turns them into a dated treasury snapshot.
Automated Kraken Ledger Export
Every Monday, WebRun reads the new Kraken ledger entries, adds trades, deposits, withdrawals and fees to a running Notion table, and books the month-end handover in Google Calendar.
Automated IBKR Corporate Action Calendar
Every morning, WebRun checks your Interactive Brokers holdings for upcoming dividends and corporate actions, opens a Trello card for anything needing a decision, and messages you on Telegram.
Automated Fidelity Dividend Income Tracking
When a payment lands, WebRun reads your Fidelity activity history, logs each dividend and interest credit line by line, books the tax deadline in Google Calendar, and sends the running total to Telegram.
Automated E*TRADE Statement Archiving
Every night, WebRun checks your E*TRADE documents for new statements, trade confirmations, and tax forms, saves each one to your folder, indexes it in Airtable, and updates the archive page in Notion.
Automated eToro Closed Position Log
Every night, WebRun reads your eToro statement and logs each closed position, with its realised profit and fees, into Google Sheets and a monthly summary in Notion.
Automated Degiro Tax Document Filing
Every Monday, WebRun collects your Degiro account statements and reports, files them in Notion named by period, and tells you in Telegram which months are still missing.
Automated Crypto.com Card Spend Logging
Every night, WebRun reads the day's Crypto.com card transactions and cashback, appends them to a Google Sheets ledger, and posts the running totals to Microsoft Teams.
Automated CommSec Announcement Digests
Every morning before the open, WebRun reads the company announcements published against your CommSec holdings, posts a plain summary to Slack, and opens a Trello card for anything needing a decision.
Automated Crypto Portfolio Value Logging
Every night, WebRun reads your CoinMarketCap portfolio holdings and total value, writes a dated row per coin into Airtable, and updates the running summary in Notion.
Automated CoinGecko New Listing Screener
Every Monday, WebRun reads the coins newly added to CoinGecko, screens them against your volume, market cap and category filters, and posts the shortlist.
Automated Coinbase Account Security Review
Every Monday, WebRun reviews your Coinbase sign-in activity, devices, connected apps, and API keys, then emails you anything that is new since last week.
Automated CMC Markets Trade Journaling
Every Monday, WebRun reads last week's closed CMC Markets positions, appends each one to a Google Sheet with entry, exit, and costs, and writes the review notes into Notion.
Automated Bybit API Key Auditing
Every Monday, WebRun audits every Bybit API key for over-broad permissions, missing IP restrictions and near expiry, sends you the findings on WhatsApp, and texts you when a key expires this week.
Automated Blur NFT Trade Ledger
Every night, WebRun reads the trades your wallet completed on Blur and appends each one, with collection, price and gas fee, to a Notion ledger plus a drafted Gmail summary.
Automatic Unconfirmed Transaction Alerts
Every hour, WebRun checks your Blockchain.com wallet for transactions still unconfirmed, alerts you on Telegram once one is stuck, and tracks it on a Trello board until it clears.
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