Administrative & Compliance TasksPurpose
1.2. Automates periodic creation, formatting, and secure distribution of mandatory regulatory reports for oversight bodies.
1.3. Ensures reporting deadlines are met and automatable workflows for documentation audits and regulatory communication are maintained.
Trigger Conditions
2.2. Completion of key administrative events (e.g., close of enrollment, exam cycles, apprenticeships cycles).
2.3. Manual trigger by compliance staff upon receipt of regulatory requests.
2.4. Updates or changes in compliance requirements detected in policy documents.
Platform Variants
• Feature/Setting: Scheduled cloud flow for PDF extraction and report submission to SharePoint; set triggers on compliance calendar.
3.2. Google Apps Script
• Feature/Setting: Automate pulling form data from Google Forms, compiling in Sheets, and generating Docs for reporting.
3.3. Zapier
• Feature/Setting: Schedule trigger with Google Drive folder changes; auto-push files to regulatory emails via Gmail API.
3.4. Make (formerly Integromat)
• Feature/Setting: Watch new files in specific folders; automate conversion to CSV and upload to SFTP server.
3.5. Smartsheet
• Feature/Setting: Automate extraction and collation of registrant data for reports using 'Data Shuttle' workflows.
3.6. AWS Lambda
• Feature/Setting: Automatable Python script to process bulk student data; trigger on S3 file upload for reporting.
3.7. DocuSign
• Feature/Setting: Create workflow for automating e-signature collection and certification of submitted regulatory documents.
3.8. Salesforce
• Feature/Setting: Automate report generation with Salesforce Reports API; schedule exports.
3.9. ServiceNow
• Feature/Setting: Automates compliance request ticketing and documentation audit trail management.
3.10. AirTable
• Feature/Setting: Automated table formulas and scripting block for compliance metrics and reporting; Automate email sends.
3.11. Asana
• Feature/Setting: Automation rule for tracking reporting deadlines and status notifications.
3.12. Slack
• Feature/Setting: Scheduled reminders and alert bots for upcoming compliance report dates; automate file sharing via workflow builder.
3.13. Box
• Feature/Setting: File request automation and folder-level permission automation for regulatory document storage.
3.14. Jira Service Management
• Feature/Setting: Automated ticket creation upon non-compliance events; workflow automation for report approval.
3.15. Trello
• Feature/Setting: Custom automator for checklist completion and auto-archiving of regulatory cards post-submission.
3.16. Monday.com
• Feature/Setting: Custom automations for tracking regulatory tasks and document status from draft to final submission.
3.17. GitHub Actions
• Feature/Setting: Automate commit status checks on compliance code/scripts and trigger reporting workflows.
3.18. Google Cloud Functions
• Feature/Setting: Automated script to process regulatory data and send notifications via Pub/Sub on failures.
3.19. Dropbox
• Feature/Setting: Automate file upload monitoring and automated sharing with regulatory authorities via shared links.
3.20. Oracle Cloud ERP
• Feature/Setting: Configure financial and training compliance report generation jobs and automate email triggers.
3.21. IBM Cloud Functions
• Feature/Setting: Automator function to parse, validate and store regulatory data, triggering alerts on non-compliance.
3.22. Notion
• Feature/Setting: Automated database views to track compliance status; scheduled reminders for reporting.
3.23. NetSuite
• Feature/Setting: SuiteAnalytics scheduler for automating periodic compliance report extraction.
Benefits
4.2. Accelerates reporting cycles through end-to-end document automation.
4.3. Increases regulatory adherence by automating reminders, approvals, and audit logs.
4.4. Automates documentation to provide defensible, traceable compliance records for audits.
4.5. Lowers manual workload, freeing staff for higher-value compliance strategy and oversight.