1.Detect new inbound regulator email
Integrate Microsoft Outlook and email filtering tools to detect new inbound messages and capture sender, subject, and received date.
Create compliance list items from regulator circular emails
Automatically monitor new inbound regulator circular emails across Microsoft Outlook, Formatter by Zapier, AI by Zapier, Microsoft SharePoint, and WhatsApp Notifications. Create and update compliance list items when regulator circular emails arrive, subject heuristics match, or regulator links appear—so you can extract links, generate executive summaries, and publish audit-ready records without manual compliance logging.
How this automation turns circular emails into compliance lists
When regulator circular emails arrive without structured records, teams waste time searching sources and preparing audits. This automation monitors new inbox messages, extracts links and text, generates an executive summary, and creates SharePoint list items—so your team can reference compliance updates instantly.
Microsoft Outlookor swap with your favorite app
2.Convert HTML and extract links
Integrate Formatter by Zapier and text processing tools to convert HTML to plain text and extract regulator links.
Formatter by Zapieror swap with your favorite app
3.Generate 3 to 5 line summary
Integrate AI by Zapier and summarization tools to produce a concise executive summary from the cleaned email text.
AI by Zapieror swap with your favorite app
4.Create compliance list item
Integrate Microsoft SharePoint and list management tools to create a dated item with body, link, and the AI summary.
Microsoft SharePointor swap with your favorite app
5.Send failure alert for triage
Integrate WhatsApp Notifications and operator alerting tools to send a short message when automation fails.
WhatsApp Notificationsor swap with your favorite app
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Send missing monthly 13G report alert to team
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Send monthly regulatory reports and archive source files
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Send relevant regulatory feed alerts to your inbox daily
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Submit daily e-manifest records for multiple EPA site IDs
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Step 1
Connect your tools
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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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