البنوك والإقراض والتأمين وإدارة الثروات
قوالب أتمتة البنوك والإقراض والتأمين وإدارة الثروات، الصفحة 9
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 CoinMarketCap Watchlist Digest
Every morning, WebRun reads your CoinMarketCap watchlist and the day's trending coins, sends you a digest over WhatsApp, and adds a weekly market review reminder to Google Calendar.
Automated Coinmama Purchase Request Handoff
When someone on your team asks to buy crypto through Coinmama, WebRun checks the current rate and purchase limits, prepares a Trello card with the details, and pings WhatsApp so the account owner can decide and execute the purchase.
Automated CoinJar Tax Export Reminders
As the tax year end approaches, WebRun checks your CoinJar transaction history is up to date, adds a Google Calendar reminder to export your report, and pings you on WhatsApp with a countdown.
Automated CoinGecko Watchlist Digest
Every morning, WebRun reads your CoinGecko watchlist, summarizes price moves, market cap rank changes, and top gainers and losers, posts it to Slack, and archives the full data as a CSV in Google Drive.
Automated CoinDCX Daily Portfolio Digest
Every morning, WebRun checks your CoinDCX balances and INR value, saves a dated snapshot to Google Drive, and posts a short digest to Slack so you start the day knowing where things stand.
Automated Coincheck Account Setup Checklist
Every Monday, WebRun reviews your Coincheck account verification and security settings, checks off status in Notion, and logs any open item to Airtable so setup gaps get resolved instead of forgotten.
Automated Coinbase Transaction Reconciliation
Every week, WebRun reads your Coinbase transaction history, reconciles each buy, sell, and transfer into an Airtable ledger, and writes a short reconciliation note in Notion flagging anything that looks unmatched.
Automated CMC Markets Margin Level Alerts
WebRun checks your CMC Markets margin level every 30 minutes during market hours, creates a Trello card the moment it drops near your safety threshold, and posts an alert to Microsoft Teams so you can act before a stop-out.
Automated Changelly Stuck Swap Tracking
WebRun checks the status of your Changelly swaps every hour, flags any still pending past the normal window in Notion, logs it to a Google Sheet, and drafts a support inquiry for you to review and send.
Automated CEX.IO Portfolio Archive and Alerts
Every week, WebRun saves a dated snapshot of your CEX.IO balances and staking positions to Google Drive, and texts you through Twilio if your portfolio value moves sharply in a single day.
Automated Bybit Weekly Trading Scorecard
Every Monday, WebRun reads your closed Bybit positions from the week, logs realized P&L and win rate to a Google Sheet, and posts a scorecard note to Notion so you can see how you actually traded.
Automated BtcTurk Daily Portfolio Digest
Every morning, WebRun checks your BtcTurk balances and Turkish lira value, logs the day to Google Calendar as a running note, and posts a short digest to Microsoft Teams.
Automated BTC Markets Transfer Reconciliation
Every morning, WebRun compares AUD deposits and withdrawals on BTC Markets against the expected transfers tracked in Trello, and posts any mismatch to Microsoft Teams so nothing goes unreconciled.
Automated Blur Floor Price and Bid Alerts
WebRun checks your tracked Blur collections every hour, and the moment the floor price moves sharply or a high-value bid lands on an NFT you own, sends you a Telegram message and a backup text.
Automated BlueWallet Transaction Alerts
WebRun checks your BlueWallet balance every 30 minutes, posts a Telegram message the moment a new transaction lands, and texts you through Twilio for any deposit above the size you set.
Automated Blockchain.com Wallet Export
Every week, WebRun reads your Blockchain.com wallet balances and transaction history, logs them to a Google Sheet, and drafts a plain-language summary email in Gmail so your records stay current without manual exports.
Automated Bitvavo Weekly Portfolio Scorecard
Every Monday, WebRun checks your Bitvavo balances and EUR value, logs the week to a Google Sheet, and emails you a short scorecard so you can track performance without opening the app every day.
Automated Bitstamp Trade and Fee Reconciliation
Every month, WebRun reads your Bitstamp trade history, logs each trade with its fee to an Airtable ledger, and drafts a summary email in Gmail totaling volume and fees paid so your records stay current.
Automated Bitso Transaction Tax Export
Every Monday, WebRun reads your Bitso transaction history, logs each buy, sell, and transfer to an Airtable base, and emails you a running summary so your records are ready well before tax season.
Automated Bitpanda Weekly Portfolio Scorecard
Every Monday, WebRun reads your Bitpanda holdings across crypto, stocks, and precious metals, posts a combined performance scorecard to Slack, and pings Telegram if any single asset class moved more than 10% for the week.
Automated BitMEX Liquidation Risk Alerts
WebRun checks your open BitMEX positions every hour, reports the funding rate and how close each position sits to its liquidation price, posts the summary to Slack, and pings Telegram when any position gets dangerously close.
Automated Bitkub Stale Order Reminders
Every morning, WebRun checks your open orders on Bitkub for anything still unfilled after several days, adds a review card to Trello, and pings you on WhatsApp so old orders do not get forgotten.
Automated Bithumb Renewal Deadline Reminders
WebRun checks your Bithumb account for upcoming verification or API key expiry dates every morning, adds a Google Calendar reminder ahead of each one, and pings you on WhatsApp as the deadline nears.
Automated Bitget Copy Trading Digest
Every morning, WebRun reads the performance of every trader you copy on Bitget, creates a Trello card summarizing the week so far, and sends you a WhatsApp digest with each trader's daily return.
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