1.Monitor new record in configured table
Integrate Zapier Tables, audit row storage, and screening payload handling to capture the new audit record and screening JSON.
Update audit record with PEP review scores and notes
Automatically monitor new audit rows in Zapier Tables across compliance screening workflows. Automatically update PEP review fields when new audit row created, audit row arrives, or configured table record addedβso you can write QA flags, score PEP hits, and generate reviewer notes without manual review prep.
How this automation updates audit records
When a new audit row is created, delays in analysis can leave PEP review fields incomplete. This automation captures the audit row, analyzes screening JSON, and updates the originating Zapier Tables recordβso your team can review cases faster.
Zapier Tablesor swap with your favorite app
2.Wait 30 seconds for consistency
Integrate Delay by Zapier and timing controls to pause briefly before analysis to avoid transient data issues.
Delay by Zapieror swap with your favorite app
3.Find originating record by ID
Integrate Zapier Tables and record lookup to locate the same audit row for an accurate update.
4.Analyze screening JSON for PEP
Integrate AI by Zapier and structured extraction tools to determine PEP hits and generate reviewer-ready notes.
AI by Zapieror swap with your favorite app
5.Update record with scores and notes
Integrate Zapier Tables, audit fields storage, and reporting columns to update PEP flags, scores, and reviewer notes.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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