Automated status updates to stakeholders

Purpose

1.1. Automate detailed status updates to all stakeholders (creditors, legal teams, clients, regulators) during each stage of a liquidation case.
1.2. Automates communication touchpoints, ensuring real-time, compliant, and trackable dissemination of critical case management changes or milestones.
1.3. Automated status notification reduces manual effort, human error, and response delays in high-volume or regulated environments.
1.4. Enables automating delivery via email, SMS, phone, chat apps, or portal updates as per stakeholder preferences and regulatory needs.
1.5. Automation ensures transparency, reassurance, and efficient two-way communication for ongoing case management.

Trigger Conditions

2.1. Automatedly trigger when a case status field changes in the case management system.
2.2. Schedule automation for periodic batch updates (e.g., weekly status roundups).
2.3. Trigger automation by completion of key workflow stages—asset realization, creditor notice, court submission, claims approval.
2.4. Automate conditions based on stakeholder roles, urgency flags, or specific legal/regulatory requirement triggers.

Platform Variants

3.1. Microsoft Power Automate
• Trigger: SharePoint/SQL change, “Send an email notification (V3)” action to inform contacts
3.2. Salesforce Process Builder
• Automate: Case field update → “Send Email Alert” or SMS via Salesforce Messaging
3.3. Twilio SMS
• Function: Use Programmable SMS API; send automated SMS on status update event
3.4. SendGrid
• Feature: Automate templated transactional email via SendGrid Email API upon webhook trigger
3.5. Slack
• Setting: Slack Bots—use “chat.postMessage” API to channel or user DM with update details
3.6. Microsoft Teams
• Configure: Graph API “sendActivityNotification”; automate team or channel updates
3.7. HubSpot
• Automator: Use Workflow Automation > ‘Send internal or external email’ for case changes
3.8. Zoho Flow
• Automate: Use Zoho Creator trigger → Zoho Mail “Send Mail”, or SMS via Twilio/Clickatell
3.9. Mailgun
• Automate: HTTP API “messages.send” for automated messaging on status change
3.10. Google Workspace (Apps Script)
• Function: Automate Gmail send via Apps Script on Sheets/Forms/Database status change
3.11. Pipedrive
• Automation: ‘Deal Updated’ trigger + “Send Email” or notify via third-party API
3.12. Freshdesk
• Feature: Automate via Workflow Automator: “Send email”/“Send SMS” on ticket/case update
3.13. Monday.com
• Automate scenario: Status Column Change > “Send an email” or Slack/in-app notification
3.14. Intercom
• Automation: Event-based Message triggers > “Outbound message” API
3.15. Zendesk
• Feature: Triggers for “Notify target” (email/webhook) on ticket or custom field update
3.16. Notion
• Automator: API integration—push update via email, SMS, or Slack using Notion change webhook
3.17. Asana
• Automate: Rule—“Task status changes” > send integration-based notification
3.18. Webex Teams
• Setting: Incoming Webhooks > Message automation to spaces/groups
3.19. ClickSend
• Feature: REST API SMS/Email; automate upon webhook/case management integration
3.20. WhatsApp Business API
• Automate: Automated templated messaging on update events using Cloud API
3.21. PagerDuty
• Configuration: “Create incident” or “Send status update” on API event
3.22. ServiceNow
• Automate: Workflow automation for notification on field update or status transition
3.23. Smartsheet
• Setting: Automated Alerts & Actions—“Send Notification” or update via webhook

Benefits

4.1. Automatedly ensures stakeholders are always informed and updated without manual effort.
4.2. Reduces communication errors or missed notifications, enabling error-free automation.
4.3. Centralizes update history, providing traceable audit trails for compliance.
4.4. Automates multi-channel messaging, increasing stakeholder satisfaction and case transparency.
4.5. Shortens response cycles, enabling faster decisions and resolution in the liquidation process via automation.