البنوك والإقراض والتأمين وإدارة الثروات
قوالب أتمتة البنوك والإقراض والتأمين وإدارة الثروات، الصفحة 7
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 NinjaTrader Weekly Journal Scorecard
Every Monday, WebRun reads your NinjaTrader trade history, builds a Google Sheet journal of every trade with win rate and average result, and updates a Notion scorecard page so you can see your week at a glance.
Automated Nexo Loan LTV Alerts
WebRun checks your Nexo crypto-backed loan's loan-to-value ratio every hour, and the moment it climbs within the safety margin you set, posts an alert to Slack and pings Telegram so you can add collateral or repay before a margin call.
Automated Nansen Smart Money Alerts
WebRun checks Nansen every hour for notable Smart Money wallet activity on the tokens you track, saves a dated log to Google Drive, and texts you through Twilio when the activity crosses your set size.
Automated MyEtherWallet Approval Audit Checklist
Every week, WebRun reads the token approvals connected to your MyEtherWallet address, tracks any unlimited or stale ones on a Trello checklist, and sends a WhatsApp reminder when the review list grows.
Automated Moomoo Earnings Date Reminders
Every week, WebRun reads your Moomoo holdings for upcoming earnings dates, adds each one to Google Calendar, and sends a WhatsApp reminder the day before so you can decide what to do with a position ahead of time.
Automated MEXC Daily Portfolio Digest
Every morning, WebRun reads your MEXC spot and futures balances, posts a digest to Slack, and archives a snapshot of the full breakdown to Google Drive.
Automated MetaMask Token Approval Audit
Every week, WebRun reviews the token approvals connected to your MetaMask wallet, flags any that are unlimited, unused, or tied to unfamiliar contracts, schedules a review slot on Google Calendar, and posts the list to Microsoft Teams.
Automated Messari Token Unlock Reminders
Every morning, WebRun checks Messari for upcoming unlock and vesting events on the tokens you track, adds a Google Calendar reminder ahead of each one, and posts a heads up to Microsoft Teams.
Automated Merrill Edge Quarterly Holdings Export
Every quarter, WebRun reads your Merrill Edge account holdings and their current value, logs each position to Airtable, and writes a short summary note in Notion so your records stay organized between statements.
Automated Mercado Bitcoin Transfer Reconciliation
Every morning, WebRun compares BRL deposits and withdrawals on Mercado Bitcoin against the expected transfers tracked in Trello, and posts any mismatch to Microsoft Teams so nothing goes unreconciled.
Automated Magic Eden Collection Scorecard
Every Monday, WebRun reads the floor price and volume for the NFT collections you track on Magic Eden, logs it to a Google Sheet, and writes a short scorecard page in Notion comparing this week to last.
Automated M1 Finance Pie Drift Digest
Every week, WebRun reads your M1 Finance Pie allocation against your target percentages, texts you a drift summary, and archives a snapshot of the full Pie breakdown to Google Drive.
Automated Luno Daily Portfolio Digest
Every morning, WebRun checks your Luno balances and their local currency value, sends you a Telegram digest, and texts you through Twilio only if a balance moves sharply overnight.
Automated LooksRare Floor Price Alerts
WebRun checks the floor price and your active listings on LooksRare every few hours, logs the numbers to a Google Sheet, and emails you the moment a tracked collection floor moves sharply or a listing is about to expire.
Automated Ledger Wallet Onboarding Checklist
WebRun tracks a new Ledger device through your team's setup checklist, from authenticity check to backup confirmation, updating a Trello card at each step and posting status to Microsoft Teams, without ever touching a seed phrase or key.
Automated KuCoin Staking Maturity Reminders
Every morning, WebRun reads your active KuCoin staking and lending positions, adds each term's end date to Google Calendar, and posts a status update to Microsoft Teams as terms approach maturity.
Automated Kraken Withdrawal Activity Alerts
WebRun checks your Kraken account activity every hour, and the moment it sees a new withdrawal, a new withdrawal address, or a new device login, sends you a Telegram message and a text so you can verify it was really you.
Automated Keplr Staking Rewards Export
Every Monday, WebRun reads your Keplr staking positions and rewards across every connected Cosmos chain, logs each to an Airtable base, and emails you a summary so your staking income stays easy to track.
Automated Tiger Brokers Corporate Action Alerts
Every morning, WebRun checks your Tiger Brokers holdings for upcoming dividends, earnings dates, and other corporate actions, adds a Google Calendar reminder ahead of each one, and pings you on WhatsApp.
Automated Interactive Brokers Weekly P&L Export
Every Friday, WebRun reads your Interactive Brokers account activity and P&L, logs each position and realized gain or loss to a Google Sheet, and drafts a summary email in Gmail for you to review.
Automated Indodax Daily Portfolio Digest
Every morning, WebRun checks your Indodax balances and IDR value, posts a digest to Slack, and pings Telegram so you start the day knowing where your portfolio stands.
Automated Independent Reserve Approval Chase
Every morning, WebRun checks for withdrawal address whitelist requests sitting unapproved on Independent Reserve, adds a Trello card for each, and pings WhatsApp so requests do not sit pending for days.
Automated IG Expiry and Margin Reminders
Every morning, WebRun reads your open IG positions for upcoming expiries and current margin level, creates a Trello card for anything due this week, and posts a margin warning to Microsoft Teams if it drops near your threshold.
Automated HTX Price Spike Alerts
WebRun checks the price and volume of every coin on your HTX watchlist every 15 minutes, and the moment one spikes past the threshold you set, sends you a Telegram message and a backup text.
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