Back Office & Reporting AutomationPurpose
1.2. Automator scans data sources (sales, HR, inventory, service logs) for compliance points such as GDPR, brand standards, financial disclosures, and environmental checks.
1.3. Automatedly gathers required documents, validates against compliance checklists, generates structured reports, and delivers to auditors or management securely and on schedule.
Trigger Conditions
2.2. Scheduled automation (e.g., monthly, quarterly, annually) by the automator based on compliance timelines.
2.3. Receipt or modification of critical data (e.g., new government regulation, contract updates, audit flag raised automatically).
2.4. API trigger from DMS/CRM when new compliance-sensitive transaction/activity is logged.
Platform Variants
• Feature/Setting: Configure “Scheduled Cloud Flow” to run an audit report task using Excel, SharePoint, and Email connectors.
3.2. Zapier
• Feature/Setting: Automates multi-app workflows; set “Schedule by Zapier” with triggers from Google Sheets, Gmail, and Webhooks.
3.3. Make (formerly Integromat)
• Feature/Setting: Automator scenario with “Google Drive” trigger and PDF generation module, plus Outlook or Teams notifications.
3.4. Google Apps Script
• Feature/Setting: Script to automate report collation from Google Sheets, generate PDF, auto-send via Gmail API.
3.5. AWS Lambda
• Feature/Setting: Triggered function processes audit data in S3, generates reports, uses SES for automated email distribution.
3.6. Azure Logic Apps
• Feature/Setting: Automates workflow integrating SQL Database, Power BI for dashboards, and Outlook for notifications.
3.7. Salesforce Flow
• Feature/Setting: Automates compliance data extraction, report formatting, and Chatter/Email alert using Flow Builder.
3.8. ServiceNow Flow Designer
• Feature/Setting: Orchestrates compliance task assignment and DocuSign integration for automated approvals.
3.9. Smartsheet Automation
• Feature/Setting: Automate “Update Request” and report assembly triggers, with automatic PDF/email delivery.
3.10. DocuSign CLM
• Feature/Setting: Automated audit trail via “Agreement Events” API; auto-generate compliance summary.
3.11. Jira Automation
• Feature/Setting: Automatically create compliance audit tickets and reminder rules for audit cycles.
3.12. Slack Workflow Builder
• Feature/Setting: Automates gathering of compliance documentation via scheduled reminders and document upload prompts.
3.13. Monday.com Automations
• Feature/Setting: Automated board updates and status changes trigger batch export of audit data.
3.14. Trello Butler
• Feature/Setting: Automatedly creates lists/cards for compliance checkpoints when dates arrive or changes made.
3.15. Google Drive API
• Feature/Setting: Automates file discovery, tagging, and export relevant to compliance audit packages.
3.16. Dropbox Business API
• Feature/Setting: Automates data snapshotting and secure sharing of compliance documentation periodically.
3.17. QuickBooks Online API
• Feature/Setting: Automates extraction of transaction data and packaged export for audit.
3.18. SAP Cloud Platform Workflow
• Feature/Setting: Automated compliance workflows pulling ERP, HR, and sales data, routing audit results to key personnel.
3.19. Oracle Integration Cloud
• Feature/Setting: Automates data orchestration between Oracle ERP, reporting tools, and email notifications.
3.20. Workato
• Feature/Setting: Automator recipes combining DMS, CRM, and finance apps for end-to-end compliance workflows.
Benefits
4.2. Audit cycles are completed faster with automated scheduling and data collection.
4.3. Automatedly alerts stakeholders to compliance risks or required actions.
4.4. Automation ensures compliance documentation is always up to date and accessible for regulators or parent corporate.
4.5. Automator’s integrations streamline cross-system checks for all major compliance areas, improving operational efficiency.