Purpose
1.2. Ensure only authorized stakeholders receive reports by automating permissions and access controls.
1.3. Automate tracking and logging of all report shares for compliance and audit trails.
1.4. Deliver real-time, automated notifications and access to ensure stakeholders respond promptly to analytics.
1.5. Automatedly reduce manual errors, leakage risk, and slowdowns in the report dissemination cycle for placement agencies.
Trigger Conditions
2.2. Manual trigger by HR/compliance team for urgent analytics events.
2.3. Automated detection of threshold KPIs in recruitment analytics.
2.4. Automated update of compliance requirements or regulatory deadlines.
2.5. Automated submission of placement feedback/survey requiring report distribution.
Platform Variants
• Feature: Automate SharePoint/OneDrive secure file sharing; set access permissions; sample setting: “Send file X to Group Y with expiration and encrypted link”.
3.2. Google Workspace
• API: automate Drive API “permissions.create” for secure sharing; sample setting: only allow access to emails matching “@clientdomain.com”.
3.3. Dropbox Business
• API: automate /sharing/create_shared_link_with_settings; sample configuration: restrict downloads, set expiration dates.
3.4. Box
• API: automate box.shared_links.create endpoint; configure link to be password protected and monitored.
3.5. Slack
• Feature: automate automated file uploads and notify channels direct to recipients; config: “Send Analytics.pdf to #bp-clients with private access”.
3.6. Salesforce
• API: automate Files Connect; auto-assign visibility to specific partners; sample: “New analytic report triggers File share to Account Owner”.
3.7. DocuSign
• API: automate envelope sending for sharing with sign off; config: “Send with Audit Trail required”.
3.8. Zoho WorkDrive
• API: automate “WorkDrive.share” for secure folder sharing; locking and auto-expiry.
3.9. Adobe Document Cloud
• Feature: automate secure PDF share via Document Cloud API; sample config: “Protect files with automated password”.
3.10. Citrix ShareFile
• API: automate /Items/Share with expiry link, enable two-factor authentication.
3.11. Egnyte
• API: automate EgnyteLinks.CreateFileOrFolderLink with restricted permissions.
3.12. SendGrid
• API: automate transactional emails with expiring file links; track access.
3.13. AWS S3
• Feature: automate pre-signed URLs generation with time-limited access; auto-invalidate after set duration.
3.14. Azure Blob Storage
• API: automate SAS token generation; restrict permissions by time, IP.
3.15. Google Cloud Storage
• Feature: automate signed URL delivery; config: automate “object GET URL for email@domain”.
3.16. Monday.com
• API: automate board/file share with stakeholder-specific permissions automatically.
3.17. HubSpot
• API: automate workflows to send analytics file via secure link; config: “If report ready, email private link”.
3.18. Okta
• Feature: automate authentication for access; integrate automated access provisioning with report sharing.
3.19. Workday
• API: automate report output distribution via worklets, only to privileged users.
3.20. IBM Security Verify
• API: automate entitlement management for analytics folders; audit automated sharing access.
Benefits
4.2. Automated access controls and logging for audit and compliance.
4.3. Automating timely delivery of analytics, driving data-driven placement decisions.
4.4. Automate response collection and tracking for compliance reporting.
4.5. Easily automate revoking/adjusting access when stakeholders change, minimizing leakage.