Automated Alliant Credit Union Maturity Reminders
Every morning, WebRun signs in to Alliant Credit Union online banking, lists every certificate with its maturity date and rate, flags any maturing within 14 days onto a Trello card, and messages you on WhatsApp with the balance and deadline.
How do I get reminded before my Alliant Credit Union certificate matures?
WebRun checks your Alliant Credit Union certificates every morning, flags any maturing within 14 days, and logs each one to a Trello card with its balance and rate. It then messages you on WhatsApp with the maturity date and grace period, so you decide whether to renew, change terms, or withdraw before the deadline passes.
- You never miss a certificate's grace period again
- Every maturing certificate gets logged to Trello for tracking
- Reminders arrive with enough lead time to actually decide
Built for Alliant Credit Union members · savers with certificates · individuals managing multiple CDs
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.alliantcreditunion.orgin a real browser with your saved login - no setup, no API keys. -
1
Alliant Credit Union - check certificate maturity dates
WebRun opens Alliant Credit Union to check certificate maturity dates. - Sign in to Alliant Credit Union online banking and open the certificates section
- List each certificate with its maturity date and current rate
- Flag any certificate maturing within the next 14 days
Done when Every certificate's maturity date is captured and upcoming ones are flagged.
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2
Trello - log certificates nearing maturity
WebRun logs certificates nearing maturity to Trello. - Create a card on the Renewals board for each certificate maturing within 14 days
- Add the maturity date, balance, and current rate
Done when Every soon-to-mature certificate has a Trello card.
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3
WhatsApp - send the maturity reminder
WebRun sends the maturity reminder in WhatsApp. - Send a reminder message naming the certificate, its balance, and its maturity date
- Note the grace period for making a decision
Done when You have a WhatsApp reminder before each certificate matures.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
How early does it warn me before a certificate matures?
14 days by default, which usually lines up with the grace period for deciding whether to renew, change terms, or withdraw. You can adjust the window.
Will WebRun renew, withdraw, or move funds from my certificate?
No. WebRun only reads maturity dates and rates and reports on them. It never renews a certificate, withdraws funds, or moves money. That decision and action stays yours.
What happens if I miss the grace period?
WebRun cannot prevent that since it never acts on the account, which is exactly why the Trello card and WhatsApp reminder both go out well before the deadline.
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.