Get a daily digest of all open AML case statuses
Every morning, WebRun opens Unit21, reads every open AML case, groups them by status stage (Reviewing, Escalated, Pending SAR, Awaiting Document), and posts a structured digest to the compliance Slack channel so the team starts the day with a complete, current case overview.
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How do I get a daily summary of all open AML case statuses from Unit21?
WebRun opens Unit21 every morning and reads every open AML case, grouping them by stage: Reviewing, Escalated, Pending SAR, and Awaiting Document. It posts the grouped digest to the compliance Slack channel with cases sorted oldest-first within each group, so the team starts the day knowing exactly what is open, what is stale, and what needs attention now.
- The team starts every day with a complete single-view of all open investigations
- Stale cases over 30 days old are flagged before they breach SLA
- No manual case review meeting is needed just to establish the current pipeline state
Built for AML compliance managers · compliance team leads · BSA officers · fintechs · banks
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.unit21.aiin a real browser with your saved login - no setup, no API keys. -
1
Unit21 - read all open cases by status
unit21.ai How to Automate Unit21
WebRun opens Unit21 to read all open cases by status. - Open Unit21 and navigate to the Cases section
- Filter for all cases with an Open status
- Capture case ID, entity name, current stage, assigned analyst, and days open for each
- Group cases by stage: Reviewing, Escalated, Pending SAR, and Awaiting Document
Done when Every open case is captured and grouped by its current stage.
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2
Slack - post grouped case status digest
slack.com How to Automate Slack
WebRun opens Slack to post grouped case status digest. - Post a structured digest to the compliance channel: one section per stage group
- Within each group, list cases sorted by days open, oldest first
- Flag any case open more than 30 days with a stale marker so the team knows to prioritise it
Done when The compliance team has today's case status digest in Slack.
How is each run configured?
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.
Every action is checked against this policy before it runs.
Questions, answered
Does it include closed or filed cases?
No. The digest covers only open cases. Closed, filed, and dismissed cases are excluded so the digest stays focused on what still needs action.
What counts as a stale case?
Any case open for more than 30 days is flagged in the digest. You can adjust this threshold in your WebRun settings to match your internal SLA.
Can it filter the digest by analyst?
Yes. You can configure WebRun to post a separate section per analyst so each team member sees their own case load alongside the full team view.
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