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Log new regulatory disclosures to your tracking sheet

Automatically monitor disclosure feed items across RSS by Zapier and AI by Zapier. Create and update tracking rows in Google Sheets when new feed item arrives, disclosure item matches your criteria, or relevance flags turn YES — so you can summarize relevance, prevent duplicate entries, and share a clean triage list without manual tracking.

How this automation accelerates disclosure triage in your sheet

When a new disclosure item hits your configured feed, manual spreadsheet work can fall behind and duplicates can slip in. This automation captures AI relevance and checks your worksheet, then creates tracking rows and summaries—so your team can review faster.

  1. 1.Monitors new feed items

    Integrate RSS by Zapier and feed readers to capture each new disclosure feed item to trigger triage capture.

    RSS de Zapieror swap with your favorite app
  2. 2.Generates AI relevance and summary

    Integrate AI by Zapier and analytics tools to classify disclosure relevance and create a short triage summary to guide follow-up.

    IA de Zapieror swap with your favorite app
  3. 3.Finds existing rows by link

    Integrate Google Sheets and spreadsheet matching to look up the item link or GUID and deduplicate entries to prevent duplicates.

    Hojas de cálculo de Googleor swap with your favorite app
  4. 4.Creates tracking row for new items

    Integrate Google Sheets and spreadsheet updates to create a new row and store date, title, link, and AI summary to update your tracker.

    Hojas de cálculo de Googleor swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

Con la confianza de 3,4 millones de empresas

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
Campaña activa
Lyft
Flujo web
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
Campaña activa
Lyft
Flujo web
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Paso 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Paso 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Paso 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

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

Remoto

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier nos ayuda a cerrar mucho más del 50% de tratos que si no lo haríamos sin él. Es un elemento clave de nuestra estrategia global y, por tanto, de nuestro discurso de ventas.

Raphael Bochner, Fundador y CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Nutria.ai

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

Superhuman

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

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