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For platform operations teams, compliance officers & fintech engineering teams

Get reminded before Rapyd compliance documents expire

Every morning, WebRun opens the Rapyd dashboard, reads the expiry date on every compliance and account document on file, creates a Trello renewal card for anything expiring in the next 30 days, and posts a reminder to Microsoft Teams ordered by the closest expiry date.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:00 AM WebRun
1 Rapyd check compliance document expiry dates
2 Trello create a renewal card
3 Microsoft Teams post the reminder
Run a sample
In short

How do I get reminded before Rapyd compliance documents expire?

WebRun checks Rapyd every morning for compliance and account documents expiring in the next 30 days, creates a Trello renewal card for each one, and posts a reminder to Microsoft Teams ordered by the closest expiry date. It never renews a document itself, it only makes sure nothing lapses unnoticed.

  • Expiring compliance documents get flagged a month ahead
  • Every renewal has a tracked Trello card
  • Payment processing never gets interrupted by a lapsed document

Built for platform operations teams · compliance officers · fintech engineering teams · Rapyd merchants

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.rapyd.net in a real browser with your saved login - no setup, no API keys.

  2. 1
    Rapyd - check compliance document expiry dates
    rapyd.net
    WebRun in Rapyd: check compliance document expiry dates
    WebRun opens Rapyd to check compliance document expiry dates.
    • Open the Rapyd dashboard and go to compliance and account documents
    • Read the expiry date on each document on file
    • Note anything expiring in the next 30 days

    Done when Every document expiring soon is listed with its expiry date.

  3. 2
    Trello - create a renewal card
    trello.com How to Automate Trello
    WebRun in Trello: create a renewal card
    WebRun opens Trello to create a renewal card.
    • Create a renewal card for each document expiring in the next 30 days
    • Include the document type and expiry date
    • Move the card to done once a renewed document is on file

    Done when Every expiring document has its own renewal card.

  4. 3
    Microsoft Teams - post the reminder
    microsoft.com How to Automate Microsoft Teams
    WebRun in Microsoft Teams: post the reminder
    WebRun opens Microsoft Teams to post the reminder.
    • Post a reminder listing this month's expiring documents
    • Order it by the closest expiry date first
    • Flag anything that could block payment processing if it lapses

    Done when The team has this month's expiry reminder in Teams.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.rapyd.net
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Expiry reminder · Microsoft Teams
OutputWhat each run produces - A list of compliance documents nearing expiry, each with a tracked renewal card.
List
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will WebRun renew or resubmit a document itself?

No. WebRun only tracks expiry dates and reminds you. Renewing or resubmitting any compliance document stays a step your team takes directly with Rapyd.

How far ahead does it warn me?

Anything expiring in the next 30 days gets its own Trello card and a spot on the Teams reminder.

What happens if a document is left to lapse?

It stays flagged on the reminder as a risk to payment processing until a renewed document is confirmed on file.

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