Banque, crédit, assurance et patrimoine
Banque, crédit, assurance et patrimoine : modèles d'automatisation, page 3
496 workflows prêts à l'emploi dans la catégorie Banque, crédit, assurance et patrimoine. Chacun prend en charge un vrai travail que votre équipe fait chaque semaine, dans vos outils habituels. Les applications qui reviennent le plus ici : Slack, Google Sheets et Gmail.
Automated Bitstamp Portfolio Mix Reports
Every morning, WebRun reads your Bitstamp balances, works out what share of the account each asset represents, records it on a Trello card, and sends you the mix on WhatsApp. It never places a trade.
Automated Bitpanda Savings Plan Checks
Every morning, WebRun checks your Bitpanda savings plans for buys that did not execute or balances too low for the next one, texts you through Twilio, and logs it in Microsoft Teams.
Automated Bitget Earn Maturity Reminders
Every morning, WebRun checks which Bitget Earn orders mature this week, posts the list to Microsoft Teams, and puts each maturity date on your Google Calendar.
Automated Bitfinex Trade History Export
Every Monday, WebRun pulls last week's Bitfinex trades, deposits, and withdrawals into an Airtable base and posts the running totals into Notion.
Automated Binance.US Open Order Reviews
Every morning, WebRun lists your unfilled Binance.US limit orders with their age and how far price has moved away, texts you through Twilio, and posts the review to Microsoft Teams.
Automated Binance Earn Maturity Reminders
Every morning, WebRun opens Binance, reads your Earn subscriptions and their redemption dates, logs each term in Notion, and messages Telegram a few days before one unlocks.
Automated Betterment Tax Document Collection
Every Monday, WebRun checks Betterment for newly published tax documents and statements, lists each one on a Trello card, and posts the running checklist to Slack.
Automated AvaTrade Statement Archiving
Every Monday, WebRun collects your AvaTrade account statements, records closed positions, deposits and fees in a WhatsApp log, and texts you a confirmation via Twilio.
Automated Acorns Transfer Failure Alerts
Every morning, WebRun checks your Acorns transfers and linked bank account, logs anything failed or stuck in Notion, and messages you on Telegram the day funding stops.
Automated Aave Borrow Rate Alerts
Every hour, WebRun reads supply and borrow rates across the Aave markets you follow, posts any move past your threshold to Slack, and opens a Trello card to act on it.
Automated 1inch Limit Order Expiry Tracking
Every morning, WebRun reads your open 1inch limit orders, works out which expire today and how far the market sits from each rate, and files the decision list in Airtable and Notion.
Automated Zerodha Portfolio Snapshots
After market close, WebRun reads your Zerodha holdings and P&L, appends the day's snapshot to a Google Sheet, and posts a short summary to Microsoft Teams.
Automated Vanguard Dividend Tracking
Every Monday, WebRun opens Vanguard, records the dividends and distributions that landed in your accounts last week, posts the summary to Slack, and texts you when a payment is unusually large.
Automated Uniswap Position Monitoring
Every morning, WebRun opens your Uniswap positions, checks which ones have drifted out of their price range or stopped earning fees, and posts the list to Slack and Teams.
Automated Trust Wallet Transaction Records
Every Sunday, WebRun reviews your Trust Wallet transaction history, texts you about any large outgoing transfer, and puts the tax and reporting deadlines on your Google Calendar.
Automated Trezor Portfolio Snapshots
Every Monday, WebRun opens Trezor Suite, records the balance of each account in an Airtable ledger, and sends you the week over week change on Telegram.
Automated TradingView Watchlist Reviews
Every Monday, WebRun reads your TradingView watchlists, writes up the biggest movers and the week ahead, and posts the review to Slack and Microsoft Teams.
Automated Schwab Statement Archiving
Every month, WebRun saves your Charles Schwab statements to Google Drive, records the balance change, and texts you if a holding moved past your threshold.
Automated Robinhood Dividend Calendar
Every Monday, WebRun reads the dividends listed on your Robinhood holdings, builds the month's expected payment calendar, and sends it to you on Telegram and WhatsApp.
Automated Phantom Wallet Balance Alerts
Every hour, WebRun reads your Phantom portfolio, compares it with the last check, and messages Slack and Telegram only when a holding moves past the threshold you set.
Automated OpenSea Offer Alerts
Several times a day, WebRun checks OpenSea for new offers on the items in your wallet, records each one in Airtable, and alerts Telegram when an offer beats the threshold you set.
Automated OKX Position Move Alerts
WebRun checks your OKX account every hour, flags any holding that has moved past the percentage you set, and posts the move with its size to Slack and Microsoft Teams.
Automated MetaMask Wallet Reconciliation
Every morning, WebRun lists yesterday's MetaMask transactions, matches each one against confirmation emails in Gmail, and sends you a WhatsApp digest of anything unexplained.
Automated Ledger Firmware Update Alerts
Every morning, WebRun checks ledger.com for new firmware releases and security advisories, records each one in Notion, and posts a short note to your Telegram security channel.
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