البنوك والإقراض والتأمين وإدارة الثروات
قوالب أتمتة البنوك والإقراض والتأمين وإدارة الثروات، الصفحة 4
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 Kraken Balance Snapshots
Every morning, WebRun reads your Kraken balances and open orders, posts a plain snapshot to Slack, and files the same summary in your Microsoft Teams treasury channel.
Automated IBKR Margin Cushion Alerts
Every morning, WebRun reads your Interactive Brokers account balances and margin figures, posts the numbers to Slack, and texts you through Twilio when the cushion drops under the level you set.
Automated Fidelity Portfolio Weekly Report
Every Monday, WebRun reads your Fidelity account balances and positions, posts a plain weekly summary to Microsoft Teams, and opens a Trello card for anything you asked to review.
Automated E*TRADE Portfolio Date Tracking
Every Monday, WebRun reads your E*TRADE holdings, finds the upcoming earnings and dividend dates listed for each one, puts them on Google Calendar, and sends you the week ahead on WhatsApp.
Automated eToro Watchlist Move Alerts
Every morning, WebRun reads the day's moves on your eToro watchlist, messages you on Telegram about anything past your threshold, and files the record in Microsoft Teams.
Automated Degiro Statement Reconciliation
On the first working day of each month, WebRun reads your Degiro account statement, checks it against last month's closing figures, and posts the reconciliation to Slack and Teams.
Automated Crypto.com Withdrawal Alerts
Every few hours, WebRun reads your recent Crypto.com account activity, texts you through Twilio when a transfer crosses your threshold or goes somewhere new, and logs the rest to Telegram.
Automated CommSec Trade Record Summaries
Every Monday, WebRun reads last week's CommSec confirmations and statements, drafts a summary email to your accountant in Gmail, and sends you the week's activity on WhatsApp.
Automated CoinMarketCap Price Move Alerts
Every hour, WebRun checks your CoinMarketCap watchlist for moves past the threshold you set, posts the movers to Slack, and escalates the biggest swings to Microsoft Teams.
Automated CoinGecko Price Move Alerts
Every hour, WebRun checks your CoinGecko watchlist for coins that moved past the percentage you set and sends the move, the price, and the volume to WhatsApp and Telegram.
Automated Coinbase Portfolio Alerts
Every morning, WebRun reads your Coinbase balances, sends a plain portfolio summary to WhatsApp, and posts a Telegram alert whenever a holding moves past a threshold you set.
Automated CMC Markets Position Digest
Every weekday morning, WebRun reads your CMC Markets open positions and orders, posts the numbers to Slack, and sends you a short Telegram digest before the open.
Automated Bybit Position Risk Alerts
Every morning, WebRun reads your open Bybit positions and margin level, logs the snapshot to Airtable, and sends you a Telegram alert when anything crosses your risk line.
Automated Blur NFT Portfolio Scorecards
Every Sunday, WebRun reads your Blur portfolio, works out how each collection moved over the week, posts the scorecard to Microsoft Teams, and books your review slot.
Automated Blockchain.com Transaction Alerts
Every hour, WebRun signs in to Blockchain.com, checks for new wallet transactions above your threshold, posts them to Slack, and texts you through Twilio when one is unusually large.
Automated Bitstamp Open Order Review
Every morning, WebRun reviews your Bitstamp balances and open orders, posts the picture to Microsoft Teams, and pings Telegram when an order has sat unfilled too long.
Automated Bitpanda Transaction Logging
Every Monday, WebRun reads your new Bitpanda transactions, writes each one into an Airtable ledger, and books your quarterly tax review in Google Calendar before the deadline.
Automated Bitget Position Risk Alerts
Every hour, WebRun checks your open Bitget positions and account balance, and alerts Telegram and Slack when margin, unrealized loss, or a price level crosses the limits you set.
Automated Bitfinex Balance Digest
Every morning, WebRun reads your Bitfinex wallet balances and open positions, posts a plain digest to Slack, and files the same summary in Teams for the desk.
Automated Binance.US Balance Snapshots
Every morning, WebRun signs in to Binance.US, reads your holdings and their current value, and posts a plain snapshot to Telegram and your WhatsApp group. It never trades.
Automated Binance Portfolio Scorecard
Every Monday, WebRun reads your Binance balances, open orders and the week's transaction history, then posts a factual scorecard to Slack and Microsoft Teams.
Automated Betterment Contribution Logging
Every month, WebRun reads your Betterment activity, writes each deposit, transfer, and dividend into a Google Sheet, and posts a short contribution summary to Telegram.
Automated AvaTrade Margin Level Alerts
Every hour, WebRun reads your AvaTrade account balance, equity, and margin level, logs the reading in Airtable, and alerts you on Telegram the moment it crosses a threshold you set.
Automated Acorns Monthly Balance Snapshot
On the first of each month, WebRun opens Acorns, records each account's balance and the month's contributions, posts the snapshot to your Slack, and flags any savings goal you crossed in Microsoft Teams.
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