Banca, préstamos, seguros y patrimonio
Banca, préstamos, seguros y patrimonio: plantillas de automatización
496 flujos de trabajo listos para usar en Banca, préstamos, seguros y patrimonio. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Slack, Google Sheets y Gmail.
Automatic OANDA Margin Level Alerts
Every hour, WebRun reads your OANDA balance, open positions, and margin available, and messages you on WhatsApp and Microsoft Teams when margin crosses the level you set.
Automated Nexo Transaction History Record
Every Monday, WebRun pulls your Nexo transactions and interest earned into a running record, posts the weekly summary to Teams, and books the handover in Google Calendar.
Automatic Wallet Address Activity Alerts
Every hour, WebRun checks the wallet addresses you watch in MyEtherWallet, texts you via Twilio when funds move, and posts a plain-language activity log to Telegram. It never signs or sends anything.
Automated Moomoo Watchlist Movers Digest
Every morning, WebRun reads your Moomoo watchlist, ranks the overnight movers biggest first, texts you the summary, and logs the day's list to a Trello card.
Automated MEXC Trade History Export
Every Monday, WebRun exports last week's MEXC fills, deposits, withdrawals, and fees into an Airtable ledger and posts the week's totals to Microsoft Teams.
Automated Merrill Edge Document Alerts
Every morning, WebRun checks your Merrill Edge documents for new statements and tax forms, alerts you in WhatsApp the day each one posts, and keeps a running index in Telegram for tax season.
Automated Magic Eden Offer Alerts
Every hour, WebRun checks your Magic Eden listings for new offers, alerts you on WhatsApp with the amount against the floor, and drafts a Gmail record for your files.
Automated M1 Finance Deposit Confirmations
Every Monday, WebRun checks whether your scheduled M1 Finance transfers actually landed and were invested, logs each one in Notion, and opens a Trello card when cash is sitting uninvested.
Automated KuCoin Balance and Order Log
Every night, WebRun reads your KuCoin balances, open orders and the day's transfers, appends a dated snapshot to Airtable, and sends you the headline figures on Telegram.
Automated IG Nightly Position Snapshots
Every night, WebRun reads your IG account balance, open positions, and closed transactions, books the snapshot into Google Calendar as a dated entry, and sends you the summary on Telegram.
Automated HTX API Key Security Review
Every Monday, WebRun reads the API keys on your HTX account with their permissions, IP bindings, and expiry dates, posts the review to Teams, and flags the risky ones on WhatsApp.
Automated Saxo Bank Trade History Export
Every Monday, WebRun copies last week's closed Saxo Bank trades, fees and cash movements into your Notion ledger, and raises a Trello card for anything that needs a decision.
Automated Groww SIP Instalment Checks
Every morning, WebRun matches your Groww SIP schedule against the orders that really executed, logs each one in Airtable, and posts any miss to Microsoft Teams.
Automated Gemini Recurring Buy Checks
Every morning, WebRun checks the Gemini recurring buys that were due against the orders that actually filled, and reports any miss to Slack and Microsoft Teams.
Automated Gate.io Trade History Records
Every Monday, WebRun exports your Gate.io trades, deposits, withdrawals and fees, texts you a confirmation, and books the bookkeeping slot in Google Calendar.
Automated Freetrade Dividend Records
Every morning, WebRun reads your Freetrade activity feed for dividends and cash movements, copies each one into an Airtable ledger, and sends a short daily note to Telegram.
Automated FOREX.com Trade Journal Entries
Every night, WebRun reads the positions you closed on FOREX.com, writes one journal entry per trade in Notion, and sends you a short Telegram recap.
Automated Exodus Wallet Movement Alerts
Every hour, WebRun checks your Exodus wallet for new transactions, matches each against your email confirmations, and texts you about anything you did not expect.
Automated Token Approval Audits
Every Monday, WebRun reads the token approvals still granted by your wallet on Etherscan, posts the list with the balance behind each one to Slack, and sends a Telegram summary of what to revoke.
Automated dYdX Weekly Trading Reviews
Every Monday, WebRun opens dYdX, adds up last week's fills, realized profit and loss, and funding payments, files the review on Trello, and texts you the headline.
Automated Zerodha GTT Expiry Tracking
Every Monday, WebRun reads your Zerodha GTT order book, lists the triggers expiring soon with their price, logs them in Notion, and emails you the renewal list.
Automated Vanguard Contribution Tracking
Every Monday, WebRun reads your Vanguard accounts, adds up what you have contributed this year, works out what is still unfunded, and sends you the gap.
Automated Uniswap Pool Watchlist Reports
Every Monday, WebRun reads the Uniswap pools on your watchlist, compares TVL, volume and fee tier, and posts a ranked shortlist to Trello with a WhatsApp summary.
Automated Trust Wallet Staking Reviews
Every Monday, WebRun reads every Trust Wallet staking position with its amount locked, rewards earned and unlock date, records it in Notion, and posts the calendar to Teams.
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