Payments & fintech platforms
Payments & fintech platforms automation templates, page 9
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 Mobikwik Bill Renewal Reminders
WebRun checks Mobikwik for upcoming bill payments and recharge plans, adds each due date to Google Calendar, and posts the week's reminders to Microsoft Teams.
Automated Melio Bill Exception Alerts
WebRun checks Melio for bills awaiting approval or failed payments, creates a Trello card for each exception, and posts an alert to your accounts payable Teams channel.
Automated Maya Wallet Daily Digest
Every night, WebRun checks your Maya wallet balance and the day's transactions, posts a digest to Telegram, and texts a low balance alert on Twilio if needed.
Automated Marqeta Decline Spike Alerts
WebRun watches your Marqeta card program for a spike in declined authorizations, logs the incident to Google Sheets, and emails your on call engineer a handoff summary.
Automated Marcus CD Maturity Reminders
WebRun checks your Marcus by Goldman Sachs savings and CDs for upcoming maturity dates, logs them to Airtable, and emails you a reminder before each one comes due.
Automated Lili Weekly Income and Tax Tracker
Every Monday, WebRun checks your Lili income and tax bucket balance, keeps your next tax deadline current, and posts a summary to Microsoft Teams.
Automated LendingClub Loan Scorecard
Every Monday, WebRun checks your LendingClub loan balance, next payment date, and rate, logs a scorecard card to Trello, and texts you the summary on WhatsApp.
Automated Kyriba Payment Approval Chasing
WebRun checks Kyriba for payments waiting on approval, nudges the approver on WhatsApp when one sits too long, and schedules a follow up on Google Calendar.
Automated Kuda Business Account Setup Tracking
WebRun checks your Kuda Bank account for outstanding verification steps, saves the proof of account document to Google Drive, and posts setup progress to Slack.
Automated Kotak Bank Invoice Reconciliation
WebRun pulls your Kotak Mahindra Bank transactions, matches each one against the invoice records in Airtable, and logs any mismatch to Notion for you to review.
Automated KeyBank Low Balance Alerts
WebRun watches your KeyBank business account, flags any balance drop below a threshold or an unusually large transaction, logs it to Notion, and updates a running Google Sheets ledger.
Automated KakaoPay Daily Payment Digest
Every night, WebRun opens KakaoPay, reads the day's payments sent and received and the current balance, saves a dated summary to Google Drive, and texts you the totals.
Automated Instamojo Weekly Sales Scorecard
Every Monday, WebRun totals your Instamojo sales, flags problem payment links to Trello, and posts a scorecard to Microsoft Teams.
Automated Ingenico Terminal Offline Alerts
Every hour, WebRun checks Ingenico terminal connectivity, posts offline terminals to Telegram, and texts your manager for extended outages.
Automated Brigit Overdraft Risk Alerts
Every morning, WebRun checks your Brigit balance and overdraft risk, posts an update to Telegram, and texts you urgently if the risk is high.
Automated GTreasury Daily Cash Position Digest
Every morning, WebRun logs your GTreasury cash position across accounts to Google Sheets and emails the treasury team a summary.
Automated Greenlight Kids Spending Alerts
Every hour, WebRun checks your kids' Greenlight card activity against the spending limit you set, posts an alert to Telegram, and texts you through Twilio.
Automated Green Dot Card Balance Export
Every Monday, WebRun checks your Green Dot card for last week's balance, loads, and withdrawals, exports the detail to Google Sheets, and emails you a summary.
Automated GoHenry Weekly Kids Spending Scorecard
Every Monday, WebRun checks each child's GoHenry card for last week's spending and savings, logs the totals to Airtable, and emails you a scorecard.
Automated GO2bank Balance and Deposit Alerts
Every morning, WebRun checks your GO2bank balance and direct deposit status, logs it to Airtable, and emails you only when something needs attention.
Automated Global Payments Batch Reconciliation
Every morning, WebRun checks Global Payments for yesterday's settlement batch against the processed total, posts a reconciliation summary to Slack, and sends you a personal copy on Telegram.
Automated GCash Low Balance Alerts
Every hour, WebRun checks your GCash wallet balance against the minimum you set, logs it to a Trello board, and messages you on WhatsApp when it dips.
Automated Galileo Card Program Setup Tracking
Every morning, WebRun checks which steps of your Galileo card program setup are still open, schedules the next step in Google Calendar, and messages you the checklist status on WhatsApp.
Automated Funding Circle Overdue Repayment Alerts
Every morning, WebRun checks your Funding Circle loan portfolio for repayments that have gone overdue, archives the repayment report to Google Drive, and posts an alert to Slack.
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