البنوك والإقراض والتأمين وإدارة الثروات
قوالب أتمتة البنوك والإقراض والتأمين وإدارة الثروات، الصفحة 6
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 Swyftx Tax Report Archive
Every week, WebRun checks your Swyftx transaction history for completeness, saves a dated export snapshot to Google Drive, and posts a short status update to Slack so your tax records stay current all year.
Automated Swissquote Currency Reconciliation
Every morning, WebRun checks balances across your Swissquote multi currency sub accounts, compares them against your internal Airtable ledger, and logs any mismatch to Notion for review.
Automated SushiSwap Pool Performance Scorecard
Every Monday, WebRun checks your SushiSwap liquidity pool positions, logs pool share and reward APY to a Google Sheet, and updates a Notion scorecard page so you can track performance without digging through pool pages.
Automated Stash Monthly Investment Digest
Every month, WebRun reads your Stash activity, totals round-ups and recurring investments that actually processed, logs it to a Google Sheet, and writes a short summary note in Notion.
Automated SBI Securities Daily Portfolio Digest
Every morning, WebRun checks your SBI Securities holdings and account value, saves a dated snapshot to Google Drive, and texts you through Twilio a short summary so you start the day informed.
Automated SafePal Backup Verification Reminders
Every month, WebRun checks when your SafePal wallet backup was last confirmed, adds a Google Calendar reminder if it has been a while, and posts a note to Microsoft Teams so backup verification does not get skipped.
Automated Robinhood Options Expiration Alerts
Every morning, WebRun reads your open Robinhood options positions, flags any expiring within 3 days, posts the list to Slack, and archives a snapshot of every open position to Google Drive.
Automated River Recurring Buy Checklist
Every Monday, WebRun checks that your River recurring buy is active and looks at how much bitcoin has accumulated since your last self custody withdrawal, then posts a reminder card to Trello and a note to Microsoft Teams.
Automated Rarible Collection Sale Alerts
WebRun checks the floor price and recent sales for the Rarible collections you track every few hours, posts a Telegram update, and texts you through Twilio when one of your own listings sells.
Automated Rakuten Securities Portfolio Scorecard
Every Monday, WebRun checks your Rakuten Securities holdings and account balances, logs the week to a Google Sheet, and emails you a short scorecard so you can track performance without opening the app daily.
Automated Rainbow Wallet Holdings Export
Every Monday, WebRun reads your Rainbow wallet token and NFT holdings, logs each to an Airtable base, and emails you a summary so your holdings record stays current without manual tracking.
Automated Rabby Wallet Approval Risk Review
Every Monday, WebRun reviews the active token approvals across chains in your Rabby wallet, posts a summary to Slack, and pings Telegram if it finds an approval that looks unusually broad.
Automated Questrade Contribution Deadline Reminders
Every week, WebRun reads your Questrade RRSP and TFSA contribution room, adds key deadlines to Google Calendar, and posts a reminder to Microsoft Teams as the RRSP contribution deadline approaches.
Automated Public.com Portfolio Review Handoff
Every Friday, WebRun reads your Public.com portfolio and its performance for the week, creates a Trello card summarizing it for your advisor or partner to review, and posts it to Microsoft Teams.
Automated Poloniex Idle Balance Reminders
Every Monday, WebRun checks your Poloniex balances for funds sitting idle in spot wallets for weeks, adds a review card to Trello, and pings WhatsApp so idle cash does not get forgotten.
Automated Plus500 Margin Close-Out Alerts
WebRun checks your Plus500 account margin level every 30 minutes during market hours, and sends you a Telegram message and a backup text the moment it drops near the close-out threshold.
Automated Phemex Liquidation Risk Alerts
WebRun checks your open Phemex positions every hour, logs the check to Google Calendar as a dated note, and pings you on WhatsApp the moment a position moves within your danger margin of liquidation.
Automated Phantom Wallet Transaction Export
Every month, WebRun reads your Phantom wallet's transaction history across Solana and any connected tokens, logs each transaction to Airtable, and writes a short summary note in Notion for your records.
Automated Pepperstone Margin Level Alerts
WebRun checks your open Pepperstone positions and margin level every hour, saves a dated snapshot to Google Drive, and posts a Slack alert the moment margin level drops within your danger threshold.
Automated Paribu Transaction Log Export
Every Monday, WebRun reads your Paribu transaction history, logs each buy, sell, and transfer to an Airtable base, and updates a Notion summary page so your records stay current without manual entry.
Automated PancakeSwap Yield Tracking
Every week, WebRun reads your active PancakeSwap farms and liquidity pools, logs the current APR and accrued rewards to a Google Sheet, and drafts a summary email in Gmail comparing it to what you put in.
Automated OpenSea Collection Floor Scorecard
Every Monday, WebRun reads the floor price, volume, and listing activity for the NFT collections you track on OpenSea, logs it to a Google Sheet, and writes a short scorecard page in Notion.
Automated OKX Daily Portfolio Digest
Every morning, WebRun reads your OKX spot and futures balances plus perpetual funding rates, texts you a short digest, and archives the full breakdown to Google Drive so you keep a daily record.
Automated OANDA Weekly P&L Scorecard
Every Friday, WebRun reads your closed OANDA positions from the week, logs realized P&L and win rate to Airtable, and drafts a summary email in Gmail so you always have an honest read on performance.
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