Regulatory inquiry response

Regulator questions answered from the record, on the clock

LegalComplianceDocumentationBox, ServiceNow, MS Teams
DeployRequest a demo
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the inquiry and assigns the questions

Opens each regulatory inquiry with the questions, the deadline and the business owners for each

Collects the records and drafts the response

Collects the documents and the data the questions call for and drafts the response with each answer sourced

Tracks the deadline and the correspondence

Tracks the deadline and the follow-up questions

Works inBox, ServiceNow, MS Teams

What it does

  • Opens each regulatory inquiry with the questions, the deadline and the business owners for each
  • Collects the documents and the data the questions call for and drafts the response with each answer sourced
  • Tracks the deadline and the follow-up questions

Connects to

Box

Read, classify, and file documents with retention rules.

ServiceNow

Open, correlate, and resolve incidents and requests.

MS Teams

Deliver updates and approvals into Teams channels.

Related agents

All Legal agents
Legal

Compliance monitoring

Regulatory change tracking

Box, ServiceNow, Notion
Legal

Merger filing preparation

Antitrust filings assembled from the deal documents

Box, Snowflake, MS Teams

More in Legal

All Legal agents
Legal

Case management

Deadlines & chronology

Box, ServiceNow, Notion
Legal

Contract review

Standard positions & redlines

Box, Salesforce, Notion
Legal

Document drafting

Briefs, motions & agreements

Box, Notion, Confluence

Works in the same systems

All agents on these systems
Insurance BPO

Litigated claim tracking

Suits, counsel budgets and deadlines tracked per claim

Box, ServiceNow, MS Teams
Legal

Matter intake

New requests opened as matters and routed to counsel

ServiceNow, Box, MS Teams
Telecom

Outage reporting to regulators

Reportable outages filed on time with the facts

ServiceNow, Box, MS Teams

Templates that connect to the same systems

All templates on these systems
Sales and customers

Customer proof desk

Turns call notes into case studies and proof points, with quotes kept word for word.

Box, Notion, Google Drive
Briefs and assistants

News brief

A daily briefing of the top stories in the topics you pick, with the sources linked.

Slack, MS Teams
Operations

Office ops desk

Tracks shipments, facilities issues and team dates, then writes the weekly digest.

Slack, ServiceNow, Asana

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.

Talk to us