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For small business owners, finance managers & bookkeepers

Warn the team before the operating account runs low

Every morning, WebRun signs in to RBC Royal Bank, reads the operating account balance with pending transactions and upcoming scheduled payments, works out whether the balance is heading below the floor you set, and posts a warning to Slack and Microsoft Teams while there is still time to move money.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:00 AM WebRun
1 RBC Royal Bank read balance and scheduled payments
2 Slack warn the finance channel
3 Microsoft Teams brief the owners
Run a sample
In short

How do I get warned before my business account balance runs low?

WebRun watches your RBC Royal Bank operating account every morning. It reads the balance, pending transactions, and scheduled payments, projects the low point against the floor you set, and warns Slack and Microsoft Teams when the account is heading short, so a transfer happens before a payment bounces.

  • A shortfall is known in the morning, not after a payment fails
  • The alert names the exact payment that causes the gap
  • Quiet days stay quiet, so an alert always means act now

Built for small business owners · finance managers · bookkeepers · operations leads

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.rbc.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    RBC Royal Bank - read balance and scheduled payments
    rbc.com
    WebRun in RBC Royal Bank: read balance and scheduled payments
    WebRun opens RBC Royal Bank to read the balance and scheduled payments.
    • Sign in to RBC Royal Bank and open the operating account
    • Read the current balance, any pending transactions, and the payments already scheduled for the days ahead
    • Subtract the scheduled payments from the available balance to get the projected low point

    Done when Today's balance and the projected low point are both known.

  3. 2
    Slack - warn the finance channel
    slack.com How to Automate Slack
    WebRun in Slack: warn the finance channel
    WebRun opens Slack to warn the finance channel.
    • Post to the finance channel only when the projected balance falls under your floor
    • Show today's balance, the floor, the shortfall, and the payment that causes it
    • Stay silent on days the account is comfortably clear so the alert keeps its meaning

    Done when The finance channel knows whether today needs action.

  4. 3
    Microsoft Teams - brief the owners
    microsoft.com How to Automate Microsoft Teams
    WebRun in Microsoft Teams: brief the owners
    WebRun opens Microsoft Teams to brief the owners.
    • Post the same warning to the owners channel in Microsoft Teams
    • List the next scheduled payments with their dates and amounts so the size of the gap is clear
    • Leave every transfer to a human. WebRun reads the account and never moves money

    Done when The owners have the shortfall and the payments behind it.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.rbc.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Low balance warning · Slack
OutputWhat each run produces - A morning warning with the current balance, your floor, the projected shortfall, and the scheduled payments that cause it.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it move money between accounts?

Never. WebRun only reads the balance and the scheduled payment list, then reports. Every transfer, payment change, and cancellation is done by a person in online banking, not by WebRun.

Does it post the balance every day?

No. It stays quiet unless the projected balance falls below the floor you set, so a message in the channel always means something needs attention today.

How does it know a payment is coming?

It reads the scheduled and pending payments already listed on the account and subtracts them from the available balance, so the warning reflects the position after those clear, not just today's number.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.