Automated NatWest Account Setup Tracking
Every morning, WebRun opens NatWest, checks which steps of a new business account setup are still open, logs the status of each in Google Sheets, and posts the checklist for the team in Notion so nothing stalls waiting on one missed step.
How do I track the status of my NatWest account setup?
WebRun checks NatWest every morning for open steps in a new business account setup, logs the status of each in Google Sheets, and posts the checklist for the team in Notion. It never submits documents or moves money itself, so setup keeps moving instead of stalling on a step nobody noticed.
- Setup status is visible every morning instead of only on request
- Blocked steps get flagged before they stall for a week
- The whole team sees the same checklist instead of one person tracking it
Built for small business owners · finance teams · operations managers · startup founders
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
natwest.comin a real browser with your saved login - no setup, no API keys. -
1
NatWest - check open setup steps
natwest.com
WebRun opens NatWest to check open setup steps. - Open NatWest online banking and review the account setup progress
- Check which steps are complete, pending, or blocked
- Note anything waiting on a document or signature
Done when Every setup step's current status is captured.
-
2
Google Sheets - log status of each step
google.com
WebRun opens Google Sheets to log status of each step. - Update each step's row with its current status
- Add any newly discovered step as a new row
- Mark completed steps as done
Done when The tracking sheet reflects every step's current status.
-
3
Notion - post the team checklist
notion.so
WebRun opens Notion to post the team checklist. - Post the current checklist for the team to see
- Highlight anything blocked for more than two days
- Leave the next action with whoever owns that step
Done when The team has today's setup checklist in Notion.
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 submit documents or move money to complete setup?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own. It only checks step status and reports it, leaving any document upload or approval to your team.
How does it know a step is blocked?
It reads the live status NatWest shows for each step, so anything shown as waiting on you or on the bank gets flagged accordingly.
Can it track more than one account setup at once?
Yes. Every open setup gets its own rows in the Sheet, so multiple accounts can be tracked on the same checklist.
Related templates
Put this on autopilot.
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