---
title: "What you can automate - MetaTrader 5 Automations"
image: "https://www.metatrader5.com/i/logo_metatrader5.png"
url: "https://www.metatrader5.com/en/brokers/automations/what-you-can-automate"
---

# What You Can Automate

## Greater efficiency, lower costs

Manage trading accounts, infrastructure, and risk more efficiently — without expensive integrations or growing your team

100+ ready-to-use workflows

Set up in minutes —no coding or technical expertise required

Built directly into MetaTrader 5

Replaces multiple plugins

![Client Communications](https://www.metatrader5.com/i/automations/what-you-can-automatate/client-communications.png)

### Client Communications

- Send push notifications, SMS messages, emails, or internal platform messages automatically in response to trading account events.
- Create automated onboarding campaigns for newly registered clients and guide them seamlessly into live trading.
- Low account balance? Encourage a deposit. No recent trading activity? Recommend market insights or trading signals. New funds deposited? Promote premium services or loyalty rewards.

![Platform Maintenance](https://www.metatrader5.com/i/automations/what-you-can-automatate/platform-maintenance.png)

### Platform Maintenance

- Automatically restart data feeds, gateways, and servers on a schedule or when CPU, memory, or disk usage reaches predefined thresholds.
- Synchronize historical data across servers in the event of system issues.
- Notify administrators immediately when critical infrastructure events require attention.

![Risk Management](https://www.metatrader5.com/i/automations/what-you-can-automatate/risk-management.png)

### Risk Management

- Automatically adjust account group settings during periods of increased market activity — for example, limiting the number of available instruments or simultaneous open positions, or updating commissions, Margin Call, and Stop Out levels.
- Modify instrument parameters during periods of high volatility, including stop-level distances, minimum and maximum trade volumes, trading session settings, and margin requirements.
- Automatically update trade routing settings based on predefined conditions.

![Trade Management](https://www.metatrader5.com/i/automations/what-you-can-automatate/trade-management.png)

### Trade Management

- Automatically close positions or trades for specific instruments when predefined conditions are met. For example, when a futures contract expires.
- Automatically remove pending orders before weekends and public holidays to prevent execution at unfavorable prices following market gaps.

![Account Management](https://www.metatrader5.com/i/automations/what-you-can-automatate/account-management.png)

### Account Management

- Receive alerts about suspicious account activity, such as unusually high trading frequency or multiple Margin Calls.
- Launch client loyalty and bonus programs in just a few clicks.
- Automatically charge inactivity fees or maintenance fees for swap-free accounts.
- Archive inactive accounts and clean up your client database automatically.

![Back-Office Integration](https://www.metatrader5.com/i/automations/what-you-can-automatate/back-office-integration.png)

### Back-Office Integration

- Send registration, deposit, account opening, and other client events to Finteza for marketing analytics and conversion funnel tracking.
- Automatically create tasks for managers upon new client registrations, large deposits, or trading activity reductions.
- Synchronize data between MetaTrader 5 and your brokerage's CRM — for example, automatically transfer payment information into accounting systems.
- Trigger automation workflows from external systems. For example, a client deposits funds through your website — the website sends a callback request to the platform — an automation scenario is triggered to credit the client's trading account automatically.