Automated HSBC Transfer Review Handoff
Every hour, WebRun opens HSBC, flags transfers that are large or crossing borders, assigns the review to your finance teammate in Microsoft Teams, and blocks time on Google Calendar so the review actually happens before the transfer is due.
How do I route flagged HSBC transfers to my team for review?
WebRun checks HSBC every hour for transfers that are large or crossing borders, assigns the review to your finance teammate in Microsoft Teams, and blocks calendar time before the transfer's cutoff. It never approves or sends a transfer itself, so high value transfers get a scheduled human review instead of slipping through unnoticed.
- Large and cross border transfers always reach an assigned reviewer
- A calendar block makes the review hard to miss before the cutoff
- Nothing waits for someone to notice it in the HSBC portal
Built for treasury teams · finance managers · corporate finance · international businesses
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.hsbc.comin a real browser with your saved login - no setup, no API keys. -
1
HSBC - flag large or international transfers
hsbc.com
WebRun opens HSBC to flag large or international transfers. - Open HSBC online banking and pull pending outgoing transfers
- Flag anything above your threshold or crossing borders
- Note the amount, currency, and destination for each
Done when Every large or international transfer is captured.
-
2
Microsoft Teams - assign the review
microsoft.com
WebRun opens Microsoft Teams to assign the review. - Assign the review to the finance teammate on call
- Include the amount, currency, and destination
- Leave the approval decision to them
Done when Every flagged transfer has an assigned reviewer.
-
3
Google Calendar - block time to review
calendar.google.com
WebRun opens Google Calendar to block time to review. - Block a short review slot before the transfer's cutoff time
- Attach the transfer details to the event
- Skip adding a block if the reviewer already has one today
Done when A review slot exists before the transfer's cutoff.
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 approve or send the transfer itself?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own. It only flags and schedules a review, leaving the approval and the transfer itself to your team.
What counts as a transfer that gets flagged?
Anything above the amount threshold you set, or any transfer crossing an international border, so both large domestic and cross border transfers get caught.
Does it double book the reviewer's calendar?
No. It checks for an existing review slot before adding a new one, so the reviewer isn't stacked with duplicate blocks.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.