Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Automated Trovata Bank Reconciliation Worklist
Every morning, WebRun opens Trovata, identifies bank transactions that have not been matched to a ledger entry within your tolerance window, and logs them in an Airtable worklist so your team can clear the backlog before it grows.
Automated Trovata Payment Approval Queue
Every morning, WebRun reviews pending outgoing payments in Trovata that exceed your approval threshold, drafts a structured approval summary in Google Sheets, and pings your treasury approver in Slack to review before the payment window closes.
Automated Trovata Low Balance Account Alerts
WebRun monitors all Trovata-connected accounts throughout the day and sends a Telegram alert the instant any balance drops below your defined minimum, so you can act before an overdraft or missed payment.
Automated Trovata Intercompany Funding Tracker
Every morning, WebRun reviews Trovata for intercompany funding requests that have not yet settled, logs the overdue items in a Google Sheet, and sends a Slack alert to the responsible treasury team member to follow up.
Automated Trovata Idle Cash Sweep Identification
Every morning, WebRun scans Trovata for account balances that exceed your target operating level and logs the excess as sweep candidates in Google Sheets, ready for your team to act on.
Automated Trovata FX Exposure Report
Every morning, WebRun pulls all non-base-currency balances from Trovata, calculates your net FX exposure by currency, and posts a structured report to Slack so your treasury team can review hedging needs for the day.
Automated Trovata Fraud Alert Triage
Every morning, WebRun reviews Trovata transaction data for payments that match fraud indicators such as new payees, unusual amounts, or off-hours timing, logs each suspect transaction in an Airtable triage queue, and pings your treasury team in Slack to investigate.
Automated Trovata Debt Maturity Reminders
WebRun monitors your debt maturity schedule in Google Sheets against Trovata liquidity data and sends a Slack reminder to your treasury team at 90, 30, and 7 days before each debt maturity so you have time to refinance or repay.
Automated Trovata Daily Cash Position Report
Every morning, WebRun pulls all bank balances from Trovata, consolidates them by entity and currency, and posts a clean cash position summary to Slack so your treasury team starts the day informed.
Automated Trovata Covenant Liquidity Monitoring
Every morning, WebRun pulls your cash and liquidity data from Trovata, calculates the liquidity ratios defined in your debt covenants, and flags any ratio approaching or breaching its threshold in a Google Sheet watchlist.
Automated Trovata Cash Forecast Variance Digest
Every Monday, WebRun compares last week's Trovata cash forecast against actual bank movements, summarizes the variances by entity and category, and drops a digest into your treasury Slack channel so you can refine the model.
Automated Trovata Bank Fee Anomaly Detection
Every week, WebRun scans your Trovata transaction data for bank fees that are higher than usual or appear on accounts that rarely incur charges, logs the anomalies in Google Sheets, and pings your team to review.
Automated Trovata Account Signatory Review Tracker
Every month, WebRun cross-references your Trovata account list against your signatory register in Google Sheets and flags any account whose authorized signers have not been reviewed in the past year, or where a signer no longer matches your current roster.
Flexport Automated Shipment Milestone Digest
WebRun pulls the latest shipment milestone updates from Flexport each morning and sends your trade compliance and logistics teams a concise digest of what moved, what cleared customs, and what needs attention.
Flexport Automated Restricted Item Alerts
WebRun scans new Flexport shipment bookings for products that match your restricted or controlled items list, posts an immediate alert to your compliance Slack channel, and holds the booking for human review before it proceeds.
Flexport Automated New Supplier Compliance Screening
WebRun kicks off a structured trade compliance onboarding for each new supplier by checking them against denied-party lists in Flexport, creating an onboarding checklist in Airtable, and drafting a document request email for your team to review and send.
Flexport Automated Trade License Expiry Tracking
WebRun monitors your trade licenses and permits tracked in Flexport and Google Sheets, sends early-warning alerts to Slack when a renewal deadline is approaching, and flags anything already expired for urgent action.
Flexport Automated Landed Cost Variance Report
WebRun compares actual landed costs reported by Flexport against your planned cost targets in Google Sheets each week, flags shipments where the variance exceeds your threshold, and posts a report to your finance Slack channel for review.
Flexport Automated HTS Classification Review
WebRun reviews your product catalog in Flexport for unclassified or recently changed items, flags mismatches between HTS codes and product descriptions, and queues them in a Google Sheets worklist for your team to resolve.
Flexport Automated FTA Eligibility Flags
WebRun reviews upcoming Flexport shipments and flags products that may qualify for reduced or zero duty rates under applicable free trade agreements, queuing them in Google Sheets so your team can claim the savings.
Flexport Automated Landed Duty Exposure Report
WebRun pulls duty and tariff estimates from Flexport across your active and upcoming shipments each week, rolls them up by HTS chapter and supplier, and delivers a landed duty exposure report to your finance and compliance teams.
Flexport Automated Shipment Document Completeness Check
WebRun checks every active Flexport shipment for required trade documents, flags any that are incomplete or missing, and posts a daily worklist to your team so nothing is held up at the border.
Flexport Automated Denied Party Screening
WebRun checks each new supplier or buyer in Flexport against U.S. denied-party and restricted-entity lists, flags any matches, and queues them for your compliance team to review before the shipment proceeds.
Flexport Automated Customs Exam Hold Alerts
WebRun monitors your active Flexport shipments for customs examination or hold notifications, posts an immediate alert to Slack when one is detected, and logs the incident in Airtable so your team can act before demurrage or storage charges accumulate.
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