1.Search unprocessed market and news
Integrate Zapier Tables and data lookup tools to find unprocessed market and news records from the last 24 hours for processing.
Create daily trading brief and post to team channel
Automatically monitor daily scheduled runs across Zapier Tables and ChatGPT (OpenAI). Create and archive daily trading briefs, post summaries to your team channel, and mark source news processedβso you can prevent manual reporting.
How this automation accelerates your daily trading brief
When daily runs capture unprocessed market and news records, delays can cause stale trading insights. This automation searches source records, generates AI trading briefings, creates Daily Report records, posts summaries to your team channel, and marks items processedβso your team can distribute timely briefings.
Zapier Tablesor swap with your favorite app
2.Generate structured trading briefing
Integrate ChatGPT (OpenAI) and AI analysis tools to send a prompt with mapped fields and request a structured trading briefing.
ChatGPT (OpenAI)or swap with your favorite app
3.Create daily report record
Integrate Zapier Tables and record management tools to create a Daily Report record with report date and AI summary fields.
4.Post briefing to team channel webhook
Integrate Webhooks by Zapier and notification webhooks to post a formatted JSON message with the created summary and run timestamp.
Webhooks by Zapieror swap with your favorite app
5.Mark source records as processed
Integrate Zapier Tables and processing tracking tools to update source news records as processed for future exclusions.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Allen Lai, Head of Customer Experience
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