Payments & fintech platforms
Payments & fintech platforms automation templates, page 3
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.
Automated Bank Statement Archiving
Every Monday, WebRun checks your Bank of America accounts for newly published statements, files each one under your naming convention, sends the archive log to WhatsApp, and texts you when a statement is overdue.
Automated ANZ Scheduled Payment Checks
Every Monday, WebRun lists the scheduled payments and direct debits leaving your ANZ account this week, records the plan in Notion, and messages you the cover position on Telegram.
Automated Amex Offer and Credit Tracking
Every Monday, WebRun reviews your American Express account for offers not yet added and statement credits still unused, raises a Trello card per deadline, and posts the list to Slack.
Automated Amazon Pay Dispute Deadlines
Every morning, WebRun reads your open Amazon Pay disputes, works out how long is left to respond to each, and gets the evidence ready before the window closes.
Amazon Pay›
Automated Alipay Auto Debit Review
Every Monday, WebRun lists every Alipay auto debit agreement with the merchant behind it and what it charged last month, in Google Sheets and Notion.
Automated Airwallex Missing Receipt Chasing
Every Monday, WebRun finds the Airwallex card transactions posted with no receipt, groups them by cardholder in Notion, and drafts a Gmail reminder for each employee.
Automated Afterpay Weekly Order Scorecard
Every Monday, WebRun reads last week's Afterpay orders, value, and refunds, compares them to the weeks before, pings Telegram, and puts the actions on a Trello board.
Automated Affirm Dispute Deadline Tracking
Every morning, WebRun checks your open Affirm disputes, works out how many days are left to respond to each, and lists the order documents to attach.
Automated Adyen Payment Refusal Monitoring
Every hour, WebRun reads the payments Adyen refused, groups them by reason and payment method, and posts Teams the moment the refusal rate leaves its normal band.
Automated Plaid Connection Health Checks
Every morning, WebRun checks your Plaid dashboard for items in an error state, files the report in Google Drive, and queues a Twilio re-link text for your approval.
Automated PayPal Dispute Deadline Alerts
Every morning, WebRun reads your open PayPal disputes and claims, posts the queue with response deadlines to Microsoft Teams, and opens a Trello card for each case.
Automated Itau Daily Cash Position Brief
Every morning, WebRun reads your Itaú balances and the payments scheduled for today, posts the cash brief to Microsoft Teams, and pings you on Telegram when the balance sits under your buffer.
Automated ING Unusual Payment Alerts
Every morning, WebRun reads yesterday's ING transactions, flags anything large, new or unrecognised, opens a Trello card to check it, and texts you about the big ones.
Automated ICICI Bank Transaction Logging
Every morning, WebRun reads yesterday's ICICI Bank account activity, logs each transaction into Airtable with a category, and posts the balance and any unusual debits to Telegram.
Automated HSBC Daily Cash Position
Every morning, WebRun signs in to HSBC, reads each account balance and the payments due in the next few days, posts the cash position to Slack, and texts you when a balance falls below your floor.
Automated HDFC Bank Transaction Monitoring
Every morning, WebRun reads yesterday's HDFC Bank transactions, posts the account picture to Slack, and pings Telegram when a debit is larger than your limit or looks unfamiliar.
Automated Google Pay Subscription Alerts
Every Monday, WebRun reviews your Google Pay activity and recurring payments, posts the week's spending to Slack, and alerts you on Telegram about renewals and odd charges.
Automated GoCardless Mandate Checks
Every Monday, WebRun reviews your GoCardless mandates for cancelled and pending ones, marks the affected billing dates in Google Calendar, and briefs finance in Microsoft Teams.
Automated Flutterwave Dispute Deadline Tracking
Every morning, WebRun lists your open Flutterwave chargebacks and refund requests, works out how long is left to respond, tracks each in Airtable, and posts the deadline list to Microsoft Teams.
Automated Equifax Credit File Change Alerts
Every morning, WebRun checks your Equifax file for new inquiries, accounts or alerts, messages you on Telegram the moment one appears, and logs it in Teams.
Automated Discover Payment Due Reminders
Every week, WebRun signs in to your Discover portal, reads the statement balance, minimum payment and due date, logs them in Airtable, and puts a reminder on your calendar before the deadline.
Automated DBS Transaction Review Alerts
Every morning, WebRun reads yesterday's DBS Bank account activity, flags transactions above your threshold or from an unfamiliar counterparty, opens a Trello card to verify each, and queues a Twilio alert to the finance lead.
Automated Deutsche Bank Balance Monitoring
Every morning, WebRun reads your Deutsche Bank account balances and yesterday's cleared items, posts the position to Microsoft Teams, and alerts you on Telegram if a balance or a debit crosses your limit.
Automated Credit Karma Report Change Alerts
Every morning, WebRun opens Credit Karma, compares your report against yesterday, texts you through Twilio when something new appears, and drafts a full summary email in Gmail for your records.
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