1.Detect new CDD QA record
Integrate Zapier Tables and data mapping tools to capture the new row payload and ownership JSON to audit it for nominee signals.
Update QA records with nominee analysis and scores
Automatically monitor new CDD QA records across Zapier Tables and route AI checks through AI by Zapier. Create and update audit outputs when CDD ownership data is added, nominee indicators are evaluated, or record IDs are refreshedβso you can flag nominee results, extract summaries, and update audit fields without manual QA triage.
How this automation enhances QA audit readiness
When new CDD QA records appear, manual enrichment delays compliance review and increases triage overhead. This automation checks nominee indicators, performs structured extraction, and updates audit fields and scoresβso your team can review faster.
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2.Check nominee indicator flag
Integrate AI by Zapier and AI validation tools to send mapped ownership data and return a TRUE or FALSE nominee indicator flag for scoring.
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3.Extract structured summary
Integrate AI by Zapier and extraction tools to run structured extraction when the nominee flag is TRUE and return analyst style findings.
4.Update audit record with scores
Integrate Zapier Tables and audit reporting tools to update the record with the AI flag, extracted summary, and computed audit scores.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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