1.Triggers every weekday at 9:00 AM
Integrate Schedule by Zapier to trigger a weekday briefing run at 9:00 AM.
When your weekday 9:00 AM schedule fires, manual research and writing quickly turns into a daily time sink. This automation gets watchlist rows, enriches tickers with quotes, and sends one consolidated email briefβso your team stays informed.
Integrate Schedule by Zapier to trigger a weekday briefing run at 9:00 AM.
Integrate Google Sheets and spreadsheet automation tools to read configured ticker rows and map ticker and company fields.
Integrate Looping by Zapier and workflow mapping tools to iterate rows and pass the current ticker and company values.
Integrate Webhooks by Zapier and market data endpoints to call your market data endpoint and capture price, delta, and timestamp.
Integrate ChatGPT (OpenAI) and text generation tools to produce a two-bullet business-news summary from company, ticker, and quote.
Integrate Email by Zapier and email templates to compose and send one briefing with subject and body mapped from all fields.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.