Banking, Lending, Insurance & Wealth
Banking, Lending, Insurance & Wealth automation templates, page 10
496 ready-made workflows for Banking, Lending, Insurance & Wealth. 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: Slack, Google Sheets and Gmail.
Automated bitFlyer Daily Portfolio Digest
Every morning, WebRun checks your bitFlyer balances and JPY value, saves a dated snapshot to Google Drive, and posts a short digest to Slack so you start the day knowing where things stand.
Automated Bitfinex Funding Rate Alerts
Every few hours, WebRun reads your Bitfinex margin funding positions and current funding rates, sends you a WhatsApp alert when a rate crosses a threshold you set, and adds a rate review reminder to Google Calendar.
Automated Binance.US Monthly Tax Export
Every month, WebRun reads your Binance.US trade and transaction history, saves it as an organized file in Google Drive, and posts a summary to Slack so your records are ready well before tax season.
Automated Binance Portfolio Threshold Alerts
WebRun checks your Binance portfolio value and open positions every hour, texts you the moment it crosses a threshold you set, and archives a snapshot to Google Drive so you always have a record.
Automated Betterment Goal Progress Tracker
Every month, WebRun reads the balance and target for each of your Betterment goals, logs progress to Airtable, and writes a short Notion note flagging any goal falling behind its projected timeline.
Automated Bakkt Custody Balance Reconciliation
Every morning, WebRun compares your Bakkt custody balances against your internal Airtable ledger, logs any mismatch to Notion for your ops team, and keeps both records in sync with what Bakkt actually shows.
Automated AvaTrade Weekly Trading Scorecard
Every Friday, WebRun reads your closed AvaTrade forex and CFD positions from the week, logs realized P&L and win rate to a Google Sheet, and writes a scorecard note in Notion so you can see how the week actually went.
Automated Argent Wallet Security Checklist
Every Monday, WebRun reviews your Argent wallet setup, checks off guardian and backup status in Notion, and logs any gaps to a Google Sheet so your wallet security never quietly drifts out of date.
Automated Acorns Monthly Investment Digest
Every month, WebRun reads your Acorns activity, totals round-ups and recurring investments that actually went through, texts you a summary, and archives the full statement to Google Drive.
Automated Abra Loan Liquidation Risk Alerts
WebRun checks your Abra crypto backed loan collateral ratio every hour, texts you through Twilio the moment it drops near the danger zone, and archives a snapshot statement to Google Drive.
Automated Aave Health Factor Alerts
WebRun checks your Aave lending position's health factor every hour, schedules a review slot on Google Calendar when it drops near your safety line, and posts an alert to Microsoft Teams so you can add collateral or repay before it becomes urgent.
Automated 1inch Swap Cost Tracking
Every week, WebRun reads your 1inch swap history, calculates the effective rate, slippage, and gas cost against the best quoted route, logs a Trello card per swap, and posts a weekly cost summary to Microsoft Teams.
Automated Post-Divorce Budget Plan Drafts
Once a settlement is finalized in Family Law Software, WebRun builds a post-divorce budget plan in Google Sheets from the client's new income and expenses, and drafts an introduction email in Gmail, left unsent for the CDFA to review.
Automated Divorce Settlement Tax Impact Alerts
Whenever a settlement proposal changes in Family Law Software, WebRun pulls the client's income and business figures from QuickBooks Online, works out the tax impact of the support and asset terms, and alerts your team in Slack.
Automated Divorce Support Calculation Alerts
Whenever a child or spousal support calculation is drafted in Family Law Software, WebRun saves a copy to Google Drive and posts an alert to Slack so the attorney reviews it before it goes anywhere near a client or the other side.
Automated Divorce Settlement Comparison Reports
Whenever a new settlement offer is logged in Family Law Software, WebRun builds a side by side comparison report, saves it to Google Drive, and prepares the settlement agreement as a draft DocuSign envelope for the attorney to review.
Automated Restricted List Update Alerts
Every hour, WebRun checks ComplySci across your clients for restricted list changes, files the updated list in Egnyte, and alerts your compliance team in Slack the same hour it changes.
Automated Pension Valuation Request Tracking
Every Monday, WebRun checks which pension and retirement valuation requests logged in Family Law Software are still outstanding, prepares the release authorization in DocuSign, and drafts a follow-up email to the actuary, both left unsent for review.
Automated Regulatory Change Alert Digests
Every morning, WebRun checks SEC.gov for new rule releases, matches them against each client's compliance calendar in ComplySci, and posts your team a Slack digest of what applies and to whom.
Automated Valuation Data Follow-Up Requests
Every Monday during a valuation cycle, WebRun opens AXIS, finds which cedants and data providers still owe a policy, claims, or asset extract, drafts a follow-up email for each one in Gmail, and leaves every draft unsent for you to review.
Automated Applied Epic Premium Audit Reminders
Every Monday, WebRun opens Applied Epic, finds policies with a premium audit due soon, and drafts a reminder in Outlook asking the client for payroll or sales records, left unsent for your team to review and send.
Automated Missing Financial Document Reminders
Every morning, WebRun checks the required financial document list in Family Law Software against the client's shared Dropbox folder, then drafts a reminder email for anything still missing before the affidavit deadline.
Automated RIA RMD Deadline Reminders
Every Monday, WebRun checks Fidelity for clients who still owe a required minimum distribution this year, cross references their account details in Redtail Technology, and drafts a reminder email in Gmail for you to send.
Automated LoanPro Payment Reminders
Every morning, WebRun opens LoanPro, finds loans with a payment due in the next three days, drafts a short SMS reminder for each borrower, and queues them in a Google Sheet so staff can approve the batch before Twilio sends anything.
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