Automated BMO Low Balance Alerts
Every hour, WebRun opens BMO, checks your business balance and recent withdrawals against the minimum you set, adds a top up reminder to Google Calendar when it dips, and messages you on WhatsApp the same day so you're never caught short.
How do I get alerted before my BMO business balance runs low?
WebRun checks your BMO business balance every hour against the minimum you set, adds a top up reminder to Google Calendar when it dips, and messages you on WhatsApp the same day. It never transfers funds itself, so you get a timely heads up to top up the account before a payment bounces.
- Low balance gets flagged the same hour, not after a payment bounces
- A calendar reminder makes the top up hard to forget
- Quiet hours stay quiet since only real dips trigger a message
Built for small business owners · solo founders · bookkeepers · finance managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.bmo.comin a real browser with your saved login - no setup, no API keys. -
1
BMO - check balance and withdrawals
- Open BMO online banking and check the current balance
- Review withdrawals and scheduled payments since the last check
- Compare the balance to the minimum you set
Done when The current balance is checked against your minimum.
-
2
Google Calendar - add a top up reminder
calendar.google.com
WebRun opens Google Calendar to add a top up reminder. - Add a top up reminder for today if the balance is under your minimum
- Note the current balance and shortfall in the event
- Skip adding a duplicate if one already exists for today
Done when A top up reminder exists for today if needed.
-
3
WhatsApp - message you the alert
whatsapp.com
WebRun opens WhatsApp to message you the alert. - Send a message only when the balance drops under your minimum
- Include the current balance and the shortfall
- Stay quiet on hours when the balance is healthy
Done when You're messaged the same hour the balance dips.
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
Will it transfer money in to cover the shortfall?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own. It only reads the balance and alerts you, leaving any transfer to you.
How is the minimum balance set?
You choose the dollar amount when you turn the workflow on, and WebRun only alerts you when the live BMO balance drops under it.
Will I get repeat alerts all day?
No. It checks hourly during business hours but the WhatsApp message only fires when the balance newly crosses your minimum, not on every check.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.