Compliance and Security AutomationsPurpose
1.2 Automates acknowledgment, logs consent, delivers policy updates, and ensures regulatory compliance for user data.
1.3 Automating the evidence trail and enforcement of user opt-in/opt-out, adapting to global privacy requirements.
1.4 Automates tasks to reduce manual tracking errors in customer communication and consent lifecycle management.
Trigger Conditions
2.2 Scheduled regulatory deadlines or compliance triggers.
2.3 User access or first use of charging station requiring updated consent.
2.4 Automated detection of new users requiring initial consent collection.
Platform Variants
3.1 Salesforce
• Feature/Setting: Configure Process Builder/Flow to automate notification on Policy__c record changes.
• API: PATCH /services/data/vXX.X/sobjects/Policy__c/{ID}
3.2 Twilio SMS
• Feature/Setting: Automated SMS consent prompts.
• API: POST /Messages automates sending consent update requests.
3.3 SendGrid
• Feature/Setting: Automate bulk email for policy update notices.
• API: POST /mail/send with dynamic templates.
3.4 Microsoft Power Automate
• Feature/Setting: Automate policy update workflows via prebuilt connector.
• API: HTTP action triggers automatable email, SMS, or mobile notifications.
3.5 Okta
• Feature/Setting: Automates authentication-triggered consent forms.
• API: /api/v1/users updates consent status.
3.6 Auth0
• Feature/Setting: Automated consent policies via Rules.
• API: Management API PATCH /api/v2/users/{id}
3.7 DocuSign
• Feature/Setting: Automating consent form signatures.
• API: Envelopes: create-and-send to automate policy acknowledgment.
3.8 Google Firebase
• Feature/Setting: Cloud Functions automator for consent record-keeping.
• API: Automate Firestore update for user consent field.
3.9 Zapier
• Feature/Setting: Automates multi-app consent event chains—updated policy triggers omnichannel alerts.
• API: Webhooks automation.
3.10 HubSpot
• Feature/Setting: Automate workflow to contact lists upon policy update.
• API: POST /crm/v3/objects/contacts/email automation.
3.11 Slack
• Feature/Setting: Bot automates team alerts on compliance events.
• API: chat.postMessage for privacy updates.
3.12 AWS Lambda
• Feature/Setting: Serverless automation for consent processing.
• API: Automate via function triggers on S3 (policy doc updated).
3.13 Google Sheets
• Feature/Setting: Consent status automator using Apps Script.
• API: Sheets API batchUpdate for logging responses.
3.14 Box
• Feature/Setting: Automate distribution of updated documents.
• API: POST /files/content for policy docs.
3.15 Adobe Sign
• Feature/Setting: Automate digital sign-off collection.
• API: POST /agreements automatedly sends agreements.
3.16 Mailchimp
• Feature/Setting: Automated email journeys for policy updates.
• API: POST /campaigns automate batch sending.
3.17 Intercom
• Feature/Setting: Messenger automates in-app consent messages.
• API: POST /messages API for live user interactions.
3.18 OneTrust
• Feature/Setting: Automate cookie consent banners and policy updates.
• API: RESTful consent management.
3.19 SharePoint
• Feature/Setting: Automates site-wide policy documentation update workflows.
• API: REST API automate update triggers.
3.20 ServiceNow
• Feature/Setting: Compliance workflow automator for IT change logs.
• API: POST /api/now/table/record on policy change.
Benefits
4.2 Automatedly tracks policy version, delivery, and consent status per user.
4.3 Enables omnichannel consent capture for physical and online station users.
4.4 Automates audit trails for regulatory review.
4.5 Automating manual tasks reduces operational costs and errors.
4.6 Facilitates automatable adaptability to jurisdictional consent standards.