銀行・融資・保険・資産運用

銀行・融資・保険・資産運用⁠の自⁠動⁠化テ⁠ン⁠プ⁠レ⁠ー⁠ト(17⁠ペ⁠ー⁠ジ⁠目)

銀行・融資・保険・資産運用向けに、すぐに使えるワークフローを496件ご用意しています。どれもチームが毎週こなしている実際の業務を、いつものツールの中で処理します。よく使われるアプリは、Slack、Google Sheets、Gmailです。

銀行・融資・保険・資産運用
すべてのカテゴリ
Credit Union Automated Compliance Deadline Tracking
Every Monday, WebRun reviews your compliance deadline Google Sheet, checks MeridianLink for any regulatory reporting dates tied to loan portfolio data, and posts your compliance officer a Slack digest of everything due in the next 30 days.
MeridianLink›Google Sheets›Slack
Automated LoanPro AutoPay Failure Alerts
Every hour, WebRun checks LoanPro for failed AutoPay transactions, drafts a borrower notification for each failure, and alerts your servicing team so failed payments are resolved before accounts fall behind.
LoanPro›Twilio›Slack
Automated Auto Lending Compliance Deadline Tracker
WebRun reviews your lending compliance calendar each week, identifies upcoming regulatory and state-mandated deadlines such as adverse action notices, HMDA filing windows, and license renewals, and posts a prioritized alert to your compliance team's Slack channel.
RouteOne›Google Calendar›Slack
Automated MCA Application Pipeline Digest
Every afternoon, WebRun opens Centrex, counts applications in each stage of your origination pipeline, flags stalled files, and posts a concise pipeline digest to Slack so your origination team always knows where the day stands.
Centrex›Slack
EZLynx Automated Endorsement Approval Routing
Every morning, WebRun finds open endorsement and policy change requests in EZLynx, drafts an approval routing summary for each, and posts the right approver a Slack message so nothing waits more than a day.
EZLynx›DocuSign›Slack
Automated Equipment Lease Approval Routing
When a new lease application arrives in Odessa, WebRun reads the deal size and type, drafts an approval routing memo in DocuSign, and pings the right credit officer in Slack so no deal waits for manual triage.
Odessa›DocuSign›Slack
MeridianLink Automated CD Maturity Reminders
Every morning, WebRun checks MeridianLink for certificates of deposit maturing within 14 days, drafts a renewal-options notice for each member, and posts your retail team a maturity calendar in Google Sheets.
MeridianLink›Google Sheets›Mailchimp
Automated LoanPro Loan Approval Routing
When a loan application reaches approval stage in LoanPro, WebRun reads the loan amount, credit tier, and product type, determines the correct approval authority based on your routing rules, and drafts an approval notification for the assigned reviewer so decisions happen without manual triage.
LoanPro›Slack›Google Sheets
Automated RouteOne Credit Application Routing
WebRun reviews new credit applications submitted through RouteOne each morning, scores each by loan amount, LTV, and dealer tier, and drafts a routing summary with a recommended analyst assignment for your credit manager to confirm.
RouteOne›Google Sheets›Twilio
Automated MCA ACH Remittance Reconciliation
Every morning, WebRun pulls ACH settlement data from Centrex, matches each remittance to its advance, flags mismatches, and posts a clean reconciliation digest to Slack so your team starts the day knowing exactly what cleared.
Centrex›Google Sheets›Slack
EZLynx Automated Application Status Daily Digest
Every morning, WebRun checks EZLynx for all open policy applications, compiles the current status for each, and posts your team a Slack digest grouped by producer so nothing stalls unnoticed.
EZLynx›Slack›Google Sheets
Automated Lease Application Pipeline Digest
Every morning, WebRun scans the Odessa originations queue, summarises the status of every in-flight application, and delivers a pipeline digest to your originations team via Slack so no deal stalls without someone noticing.
Odessa›Slack›Google Sheets
MeridianLink Automated Loan Approval Routing
When a loan application in MeridianLink reaches the approval stage, WebRun reads the loan details, drafts an approval routing notification for the correct officer, and posts the pending decision to your lending team Slack channel.
MeridianLink›Gmail›Slack
Automated LoanPro Application Pipeline Digest
Every morning, WebRun opens LoanPro, pulls all in-flight loan applications, groups them by stage, flags any applications stalled without activity for more than two days, and posts a pipeline status digest to your originations team in Slack.
LoanPro›Slack›Google Sheets
Automated RouteOne Application Status Digest
Every evening, WebRun checks the status of every open credit application in RouteOne for each dealer, compiles a per-dealer status digest, and posts a summary to your internal Slack channel so your dealer services team can field calls the next morning fully briefed.
RouteOne›Slack›Google Sheets
Automated RightCapital RMD Deadline Tracking
WebRun scans RightCapital for clients with upcoming required minimum distribution deadlines, flags anyone at risk of a missed RMD, and posts your team a Slack alert so distributions are taken on time.
RightCapital›Slack›Google Sheets
Automated RightCapital Risk Tolerance Review Tracking
WebRun scans RightCapital for clients whose risk tolerance assessment is more than 12 months old or has not been completed, flags each in a Google Sheets tracker, and posts your team a Slack digest for follow-up.
RightCapital›Google Sheets›Slack
Automated RightCapital Referral Thank-You Drafts
When a new client in RightCapital is tagged with a referral source, WebRun drafts a personalized thank-you email to the referring party and queues it in Gmail for the advisor to review and send.
RightCapital›Gmail›HubSpot
Automated RightCapital Prospect Follow-Up Drafts
WebRun checks RightCapital for prospects who have had a plan created but have not engaged in the last 14 days, drafts a personalized follow-up email for each, and queues the messages for advisor review.
RightCapital›Gmail›HubSpot
Automated RightCapital Plan Update Follow-Ups
WebRun finds clients in RightCapital whose financial plan has not been updated in over six months, drafts a personalized follow-up email for each, and queues the messages for advisor review before sending.
RightCapital›Gmail›Airtable
Automated RightCapital New Client Onboarding Kickoff
When a new client is added to RightCapital, WebRun kicks off the onboarding process: it creates a plan setup checklist in Airtable, drafts a welcome email for advisor review, and posts the team a Slack notification with the client's key details.
RightCapital›Airtable›Gmail
Automated RightCapital Client Meeting Prep Digest
Before each scheduled client meeting, WebRun pulls the client's current RightCapital plan summary, open action items, and recent changes, then assembles a concise prep brief and posts it to Slack for the advisor.
RightCapital›Google Calendar›Slack
Automated RightCapital Document Collection Chaser
WebRun checks RightCapital for clients with incomplete document uploads, drafts a polite reminder for each, and logs outstanding requests in Airtable so your team always knows what is still missing.
RightCapital›Airtable›Gmail
Automated RightCapital Contribution Deadline Reminders
WebRun checks RightCapital for clients with unfunded or under-funded retirement and HSA accounts approaching annual contribution deadlines, drafts a reminder email for each, and queues the messages for advisor review.
RightCapital›Gmail›Telegram

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