Regulatory Change Monitor with Perplexity and Claude
Compliance & Risk
Quick Answer
Perplexity monitors financial regulators weekly for new guidance and enforcement actions, Claude summarizes each development and assesses impact, and the compliance team receives a structured regulatory intelligence briefing every Monday.
The Problem This Solves
Compliance teams manually monitor multiple regulatory websites and mailing lists for changes that may affect their program. Changes are missed or discovered late. This workflow delivers a weekly structured briefing covering all relevant regulatory developments.
About This Workflow
Staying current with regulatory changes is a constant compliance challenge. This workflow monitors key financial regulators weekly using Perplexity Finance, retrieves new guidance documents, rule changes, and enforcement actions relevant to your business type, uses Claude to summarize each development and assess its impact on your compliance program, and delivers a weekly regulatory intelligence briefing. The briefing gives compliance teams a structured view of what changed and what action may be required.
Tools Required
Step-by-Step Blueprint
Schedule weekly Monday trigger
ZapierCreate a Zapier Schedule trigger set to run every Monday at 7am. The regulatory briefing is delivered before the compliance team starts their week.
Query Perplexity for regulatory developments
Perplexity FinanceAdd Webhooks actions to call the Perplexity API for each relevant regulator: FinCEN, OCC, Fed, FDIC, FCA, or others relevant to your jurisdiction. Request new guidance, rule changes, and enforcement actions from the past 7 days.
Summarize each development with Claude
ClaudeAdd a Webhooks action to call the Claude API. Send all retrieved regulatory developments and instruct Claude to: summarize each item in plain language, assess the potential impact on your compliance program, and flag any items requiring immediate attention or action.
Email regulatory briefing
GmailAdd a Gmail action to send the formatted regulatory intelligence briefing to your compliance team and legal counsel. Organize by regulator with impact assessments and action flags clearly highlighted.
Cost Estimate
Zapier Professional $19.99/month. Perplexity Pro $20/month. Claude API costs minimal for weekly briefings. AI compliance workflows assist human compliance officers and do not replace qualified compliance professionals or legal counsel. Regulatory summaries require verification against primary sources before action.