Route escalated AML cases to the right approver automatically
Every hour, WebRun checks Unit21 for cases newly marked as escalated, reads each case's type and risk tier, matches it to the right senior compliance officer or committee using your routing matrix, and drafts an escalation notification in Gmail for a compliance manager to review and send before it reaches the approver.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically route escalated AML cases to the right approver?
WebRun checks Unit21 every hour for newly escalated cases, matches each case to the correct senior approver using your routing matrix, and drafts an escalation notification in Gmail with full case details and a link. It then alerts a compliance manager in Slack to review and approve each draft before it is sent, keeping a human in the loop for every escalation.
- Escalated cases reach the right approver without manual routing decisions
- Every outbound notification is reviewed by a compliance manager before it is sent
- Routing errors are caught in the Gmail draft stage, not after the email lands
Built for AML compliance managers · BSA officers · compliance committees · fintechs · banks
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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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 newly escalated cases
unit21.ai How to Automate Unit21
WebRun opens Unit21 to read newly escalated cases. - Open Unit21 and filter cases to those with status changed to Escalated in the last hour
- Capture case ID, entity name, alert type, risk tier, and the escalating analyst
- Apply your routing matrix to determine the correct approver for each case type and risk tier
Done when Each newly escalated case is matched to the correct senior approver.
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2
Gmail - draft escalation notification for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft escalation notification for review. - Draft an escalation notification for each case addressed to the matched approver
- Include case ID, entity, risk summary, analyst notes, and a link back to the Unit21 case
- Leave every draft unsent in the outbox for a compliance manager to review and approve before sending
Done when A reviewed, ready-to-send escalation draft exists in Gmail for each case. Nothing is sent automatically.
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3
Slack - alert compliance manager to review draft
slack.com How to Automate Slack
WebRun opens Slack to alert compliance manager to review draft. - Post a Slack alert to the compliance manager channel listing the new escalation drafts waiting for review
- Include the case IDs and the intended approvers so the manager can verify routing before approving
Done when The compliance manager is notified and can review and send each draft.
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
Will it send the escalation email without approval?
No. Every escalation notification is drafted and left unsent in Gmail. A compliance manager reviews the draft and sends it manually. Nothing reaches the approver without a human in the loop.
How does it know which approver to route to?
It applies your routing matrix, which you configure once in WebRun: for example, high-risk SAR cases go to the BSA officer, sanctions cases go to the compliance committee, and so on.
What if a case was already escalated in a previous run?
It checks the timestamp of the status change and only processes cases that were escalated since the last run, so no duplicate drafts are created.
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