支付与金融科技平台

支付与金融科技平台的自⁠动⁠化⁠模⁠板（第 14 页）

320 个现成工作流，专为支付与金融科技平台打造。每个都对应团队每周要做的一项实际工作，直接在您常用的工具里完成。这里最常用的应用：Telegram、Microsoft Teams、WhatsApp。

启用第一个工作流按应用浏览

Automated Bank of America Renewal Tracking

WebRun checks your Bank of America business accounts for upcoming loan, line of credit, and CD maturity dates, logs them in Google Sheets, and posts a reminder card to Notion.

Bank of America›

Automated ANZ Large Transaction Alerts

WebRun scans your ANZ business account for large or unusual transactions, archives the flagged list to Google Drive, and texts you the same day through Twilio.

Automated Amex Business Card Spend Scorecard

Every Monday, WebRun pulls the week's American Express business card transactions by category, posts a scorecard to Microsoft Teams, and adds a review block to your calendar.

American Express›

Google Calendar›

Microsoft Teams

Automated Alipay Refund Request Tracking

WebRun finds Alipay refund requests that have sat open too long, creates a Trello card for each, and posts the oldest ones to Microsoft Teams.

Microsoft Teams›

Automated Airwallex Account Setup Tracking

WebRun checks which Airwallex currency accounts and cards are still pending activation, posts the checklist status to Telegram, and texts the requester when theirs is ready.

Automated Afterpay Payout Reconciliation

WebRun matches each Afterpay settlement batch against your order log in Google Sheets and drafts a Gmail note for accounting whenever a payout doesn't line up.

Google Sheets›

Automated Affirm Flagged Order Tracking

WebRun checks Affirm for orders flagged as canceled, disputed, or under review, logs each one in Airtable, and drafts a summary email so nothing sits unnoticed.

Automated Adyen Settlement and Decline Digests

Every morning, WebRun checks Adyen for yesterday's settlements and declined payments, posts a digest to Slack, and pings Telegram if the decline rate spikes.

没找到您要的工作流？

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