Payments & fintech platforms
Payments & fintech platforms automation templates, page 2
320 ready-made workflows for Payments & fintech platforms. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Telegram, Microsoft Teams and WhatsApp.
Automatic HSBC Scheduled Payment Countdown
Every morning, WebRun reads the standing orders and direct debits scheduled on your HSBC account, sets them against the balance in Notion, and warns you on Telegram if a payment would run you short.
Automated HDFC Card Payment Reminders
Every morning, WebRun checks your HDFC Bank card statement, files a dated copy of the figures in Google Drive, and sends a WhatsApp countdown with the amount due before interest starts.
Automatic Expiring Saved Card Reminders
Every Monday, WebRun checks the expiry dates on your saved Google Pay cards, raises a Trello card for each one running out, and messages you on WhatsApp with what is billed to it.
Automated GoCardless Payout Reconciliation
When a GoCardless payout settles, WebRun breaks it back down into the payments, fees and refunds that make up the figure, files the breakdown in Airtable, and sends the bookkeeper a WhatsApp summary.
Automated Flutterwave Failed Transfer Queue
Every hour, WebRun checks Flutterwave for transfers that failed or stalled, posts the queue with each reason to Telegram, and texts the operations lead through Twilio.
Automated Equifax Dispute Status Tracking
Every morning, WebRun checks the status of your open Equifax disputes, saves each update to Google Drive, and posts to Slack the day something changes.
Automated Discover Cashback Activation Checks
Every Monday, WebRun checks whether your Discover Cashback Bonus categories are activated for the quarter, logs the status in Notion, and nudges you on WhatsApp if they are not.
Automated DBS Payment Approval Queue Alerts
Every morning, WebRun reads the DBS Bank queue of payments prepared but not yet approved, pings the approvers on Telegram, and drafts a Gmail summary for the finance lead.
Automated Deutsche Bank Payment Calendars
Every morning, WebRun reads your Deutsche Bank scheduled payments and standing orders, builds the week's outgoings in Google Sheets, and puts each due date on Google Calendar.
Automated Credit Karma Utilization Alerts
Every morning, WebRun reads your Credit Karma balances and limits, works out utilization per card and overall, logs it in Airtable, and messages you on WhatsApp before the statement closes.
Automated Concur Card Transaction Matching
Every morning, WebRun finds SAP Concur corporate card charges with no receipt or expense report attached and posts them to Microsoft Teams, with the total repeated in Telegram.
Automated Commonwealth Bank Charge Checks
When a payment lands, WebRun checks it against your known list of regular debits, drafts you a Gmail note when a charge is new or has changed, and books a cancel by date in Google Calendar.
Automated Citi Card Payment Due Reminders
Every morning, WebRun reads your Citi accounts for what is due, when, and whether autopay covers it, then messages you on WhatsApp and texts an alert when a date is close.
Automated CIBC Statement Collection
Every Monday, WebRun checks your CIBC accounts for new statements, files each one by account and period in Notion, and tells you what arrived in Telegram.
Automatic Chime Direct Deposit Monitoring
Every morning, WebRun checks your Chime account for the direct deposit you were expecting, posts to Slack the moment one is missing, and opens a Trello card to chase payroll.
Automated Checkout.com Dispute Deadlines
Every morning, WebRun lists your open Checkout.com disputes with the evidence attached so far and the hours left to respond, logs them in Airtable, and posts a countdown to Notion.
Automated Chase Payment Cover Checks
Every morning, WebRun compares your Chase balance against every scheduled payment and autopay due in the next two weeks, tracks it in Google Sheets, and calendars any shortfall.
Automatic Cash App Unpaid Request Chasing
Every morning, WebRun finds the Cash App payment requests still unpaid, ages each one, posts the chase list to Telegram, and opens a Trello card for anything gone cold.
Automated Capital One Subscription Audit
Every Monday, WebRun reads your Capital One transactions, groups them by merchant to find what repeats every month, and sends you the list with amounts and dates.
Automated Bradesco Incoming Payment Log
When a payment lands, WebRun opens Bradesco, reads the new credits on the statement with the payer name and amount, texts the bookkeeper through Twilio, and logs each one in Microsoft Teams.
Automated BNP Paribas Direct Debit Alerts
Every morning, WebRun reads your BNP Paribas balances and the debits due in the next few days, logs them in Airtable, and warns you in Slack while there is still time to move money.
Automated BMO Transaction Export
Every Monday, WebRun opens BMO, reads last week's transactions on every account, appends them to Airtable, and posts a short reconciliation note in Notion.
Automated Bluevine Payment Cover Check
Every Monday, WebRun totals the payments already scheduled to leave your Bluevine account, compares them to the available balance, and tells you if the week is short.
Automated Barclays Recurring Payment Review
Every Monday, WebRun reads the direct debits and standing orders on your Barclays accounts and lists each one with its payee, amount, and last date taken.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.