البنوك والإقراض والتأمين وإدارة الثروات
قوالب أتمتة البنوك والإقراض والتأمين وإدارة الثروات، الصفحة 8
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 Saxo Bank Daily Account Digest
Every morning, WebRun reads your Saxo Bank account value and exposure across asset classes, texts you a short digest, and archives new monthly statements to Google Drive as soon as they become available.
Automated Groww Weekly Portfolio Scorecard
Every Monday, WebRun reads your Groww mutual fund and stock holdings, logs this week's value and returns to a Google Sheet, and drafts a summary email in Gmail so you always know how your portfolio is really doing.
Automated GMX Liquidation Risk Alerts
WebRun checks your open GMX perpetual positions every hour, reports the liquidation price and current funding, saves a snapshot to Google Drive, and posts a Slack alert when a position gets dangerously close.
Automated Glassnode On Chain Metrics Recap
Every Monday, WebRun checks the key on-chain metrics for the assets you track on Glassnode, logs the numbers to Airtable, and updates a Notion research page so your team has a current snapshot.
Automated Gemini Quarterly Tax Export
Every quarter, WebRun reads your Gemini trade and transaction history, logs each entry to Airtable, and drafts a summary email in Gmail so your crypto records are organized well ahead of tax season.
Automated Gate.io Daily Portfolio Digest
Every morning, WebRun reads your Gate.io spot and futures balances, posts a digest to Slack, and pings Telegram if your total portfolio value moved more than 8% overnight.
Automated Futu Holdings Export and Summary
Every Monday, WebRun reads your Futu portfolio holdings across every market, logs each position to a Google Sheet, and updates a Notion summary page so your records stay current without manual entry.
Automated Freetrade Account Setup Checklist
WebRun tracks a new Freetrade ISA or GIA account through its setup checklist, from verification to first funding, updating a Trello card at each stage and sending a WhatsApp reminder if a step has stalled.
Automated FOREX.com Weekly Trading Scorecard
Every Friday, WebRun reads your closed FOREX.com positions from the week, sends a WhatsApp scorecard of P&L and win rate, and adds next week's major economic releases to Google Calendar.
Automated Firstrade Tax Document Alerts
Every morning during tax season, WebRun checks whether your Firstrade 1099 and other tax documents are available, saves each one to Google Drive as soon as it appears, and texts you through Twilio so you know it is ready.
Automated Exodus Weekly Portfolio Digest
Every week, WebRun reads your Exodus wallet balances across every connected asset, saves a snapshot to Google Drive, and posts a summary to Slack so your holdings are always backed up and visible.
Automated E*TRADE Daily Account Digest
Every morning before the open, WebRun reads your E*TRADE account balance, buying power, and watchlist, posts a digest to Slack, and pings Telegram if any watchlist stock moved more than 5% overnight.
Automated eToro Weekly Performance Export
Every Friday, WebRun reads your eToro portfolio and CopyTrader performance, logs each position and its return to Airtable, and drafts an email summary in Gmail so you always have a record ready to send or file.
Automated Etherscan Wallet Activity Monitor
Every hour, WebRun reads Etherscan for new activity on the wallet address you specify, logs every transaction to Airtable, and writes a Notion note flagging any transfer above the size you set.
Automated dYdX Position Risk Alerts
Every hour, WebRun reads your open dYdX perpetual positions, their funding rate and liquidation price, logs each to a Google Sheet, and writes a Notion note flagging any position trading dangerously close to liquidation.
Automated Dune Dashboard Weekly Recap
Every Monday, WebRun checks the key numbers on your saved Dune dashboards, logs the week to Google Calendar as a dated note, and posts a recap to Microsoft Teams so the team stays current without opening every dashboard.
Automated Deribit Options Expiry Alerts
Every morning, WebRun checks your open Deribit options and futures positions for upcoming expiries and margin usage, posts a summary to Microsoft Teams, and adds a Trello card for anything expiring within 48 hours.
Automated Degiro Daily Portfolio Digest
Every morning, WebRun reads your Degiro portfolio value and today's biggest movers, texts you a short digest, and archives the monthly account statement to Google Drive when it becomes available.
Automated DeFi Llama TVL Movement Digest
Every morning, WebRun checks DeFi Llama for the protocols and chains you track, posts a Telegram digest of total value locked changes, and texts you through Twilio if any protocol has an unusually sharp move.
Automated Curve Finance Pool Scorecard
Every Monday, WebRun checks your Curve Finance liquidity pool positions, logs pool share and reward APY to a Google Sheet, and emails you a short scorecard so you can track performance without digging through pool pages.
Automated Crypto.com Staking Expiry Alerts
WebRun checks your Crypto.com staking positions every morning, tracks when each lock-up period ends, creates a Trello card to review it before expiry, and sends you a WhatsApp reminder the day it unlocks.
Automated Compound Borrow Risk Alerts
WebRun checks your Compound borrowing position every hour, reports how much of your borrow limit is in use, emails you the moment it crosses a safe threshold, and logs every check to Airtable.
Automated CommSec Dividend Date Reminders
Every week, WebRun reads your CommSec holdings for upcoming ex-dividend and payment dates, adds each one to Google Calendar, and posts a summary to Microsoft Teams so dividend timing never catches you off guard.
Automated CoinSpot Watchlist Price Alerts
WebRun checks your CoinSpot watchlist every hour, flags any coin that crosses the price threshold you set, and posts the alert to Slack while pinging Telegram for the biggest moves.
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