Keep your SAR filing deadlines on track
Every morning, WebRun opens Unit21, reads all open cases approaching their SAR filing deadline, calculates days remaining for each, logs the list to Google Sheets, and posts a prioritized alert to the compliance Slack channel so your team can act before the window closes.
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- Under $0.01 per run
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How do I track SAR filing deadlines across open AML cases?
WebRun opens Unit21 every morning, reads all cases approaching their SAR filing deadline, and ranks them by days remaining. It logs the full list to Google Sheets and posts the most urgent cases to your compliance Slack channel, so your team always has a clear, current view of what needs to be filed today.
- No SAR deadline falls through the cracks with a daily sorted Slack alert
- Google Sheets tracker gives the full team a live view of filing obligations
- Overdue cases are flagged immediately so corrective action starts the same day
Built for AML compliance teams · BSA officers · fintechs · banks · compliance managers
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 open cases with SAR deadlines
unit21.ai How to Automate Unit21
WebRun opens Unit21 to read open cases with SAR deadlines. - Open Unit21 and navigate to the Cases queue
- Filter for cases with status requiring SAR filing within the next 15 days
- Capture case ID, subject entity, flagged activity type, and the SAR due date for each
- Sort cases by days remaining, most urgent first
Done when Every case with an approaching SAR deadline is listed with its due date and days remaining.
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2
Google Sheets - log deadline tracker
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log deadline tracker. - Open the AML Deadline Tracker sheet
- Append a row for each case not already present: case ID, entity, activity type, due date, days remaining
- Mark any case that has passed its deadline as overdue in the status column
Done when The tracker sheet reflects the current deadline status for every open SAR case.
-
3
Slack - post prioritized deadline list
slack.com How to Automate Slack
WebRun opens Slack to post prioritized deadline list. - Post a sorted list to the compliance channel: cases due in 3 days or fewer at the top
- Include case ID, entity name, and days remaining for each entry
- Flag any overdue cases in red so the team sees them immediately
Done when The compliance team has today's SAR deadline list in Slack, sorted by urgency.
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 file the SAR automatically?
No. WebRun only surfaces deadlines and logs them. Filing a SAR is a regulated, irreversible action and is always left for a licensed compliance officer to complete inside Unit21.
How far ahead does it look?
By default it flags cases with a SAR due date within 15 days, putting cases due in 3 days or fewer at the top. You can adjust the lookahead window in your WebRun settings.
What if a case is resolved before the run?
It reads live case status in Unit21 each morning, so any case already closed or filed is skipped automatically and not posted to Slack.
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