Credit Union Automated Compliance Deadline Tracking
Every Monday morning, WebRun opens the compliance calendar Google Sheet and MeridianLink, cross-references regulatory reporting dates against the current loan portfolio, highlights deadlines due within the next 30 days, and posts a ranked digest to your compliance Slack channel so nothing is missed before it becomes overdue.
How can a credit union automatically track and flag compliance deadlines each week?
WebRun opens MeridianLink every Monday to pull the portfolio metrics needed for upcoming regulatory filings, then reviews your compliance calendar in Google Sheets, color-codes every deadline due within 30 days by urgency, and posts the compliance team a ranked Slack digest. No filing is submitted without human action.
- Compliance deadlines flagged 30 days in advance, not 2 days before
- The compliance calendar is reviewed and updated automatically every Monday
- Red deadlines trigger a direct Slack mention so nothing slips unnoticed
Built for credit union compliance officers · risk management teams · credit union CFOs
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
app.meridianlink.comin a real browser with your saved login - no setup, no API keys. -
1
MeridianLink - pull portfolio data for regulatory reporting
meridianlink.com
WebRun opens MeridianLink to pull portfolio data for regulatory reporting. - Open MeridianLink and navigate to the loan portfolio summary and reporting module
- Pull current totals needed for HMDA, Call Report, or other regulatory filings
- Note any portfolio thresholds or metrics that affect reporting obligations
Done when Current portfolio metrics relevant to upcoming regulatory filings are captured.
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2
Google Sheets - review compliance calendar and flag upcoming deadlines
google.com
WebRun opens Google Sheets to review compliance calendar and flag upcoming deadlines. - Open the compliance calendar Google Sheet
- Read every deadline in the next 30 days with its owner, type, and status
- Mark deadlines as green (on track), yellow (due within 7 days), or red (overdue or due within 2 days)
- Add any new reporting obligation suggested by the MeridianLink portfolio data
Done when Every compliance deadline in the next 30 days is color-coded by urgency in the sheet.
-
3
Slack - post ranked 30-day deadline digest
slack.com
WebRun opens Slack to post ranked 30-day deadline digest. - Post a ranked digest to the compliance Slack channel
- List red deadlines first, then yellow, then green
- Include the deadline name, due date, owner, and current status for each
- Mention the compliance officer directly if any deadline is red
Done when The compliance team has this week's ranked deadline digest in Slack.
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 file or submit any regulatory report automatically?
No. WebRun only tracks deadlines and flags what is coming. Any regulatory filing or submission is always completed and submitted by a qualified compliance officer.
How does it know what portfolio data is needed for each regulation?
You configure which MeridianLink metrics map to which deadline in the compliance calendar sheet. WebRun reads your configuration and pulls only those numbers on each run.
What if a deadline is already completed and marked done in the sheet?
Completed deadlines are excluded from the digest automatically. Only open or upcoming items are surfaced, so the Slack post stays focused and actionable.
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