1.Triggers daily at configured time
Integrate Schedule by Zapier to run each morning and to start the briefing workflow on schedule.
Send daily exchange filings briefing to corporate stakeholders
Automatically monitor daily exchange filings runs across Schedule by Zapier, PostgreSQL, and Code by Zapier. Get daily briefing emails when daily schedule fires, filings update, or query returns resultsβso you can protect stakeholders with briefing updates, reduce manual reporting, and avoid follow-up delays.
How this automation delivers daily briefing emails
When Every Day at configured time fires, delays can stall stakeholder updates. This automation runs a PostgreSQL query and filters results, then stores an API key and sends the HTML briefing via APIβso your team can share timely briefings.
Schedule by Zapieror swap with your favorite app
2.Runs custom query for filings HTML
Integrate PostgreSQL, query tools, and reporting systems to run a parameterized query and to build a single filings HTML body.
PostgreSQLor swap with your favorite app
3.Continues only when HTML exists
Integrate Filter by Zapier and data validation tools to continue only when the HTML body is not empty and to avoid empty briefings.
Filter by Zapieror swap with your favorite app
4.Retrieves API key for sending
Integrate Storage by Zapier, secrets storage tools, and authentication inputs to fetch a stored sending-service API key and to prepare auth for sending.
Storage by Zapieror swap with your favorite app
5.Sends email via API with briefing
Integrate Code by Zapier, email delivery tools, and templating systems to post the HTML body and dynamic data and to send emails to stakeholders.
Code by Zapieror swap with your favorite app
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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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