End-of-month and end-of-year compliance summaries

Purpose

1.1. Generate and consolidate monthly and yearly compliance reports for regulatory, safety, and client documentation in antenna rigging and aerial systems.
1.2. Aggregate inspection logs, maintenance schedules, certifications, operational incidents, and crew training records.
1.3. Ensure automatic cross-checks of installed systems against compliance checklists, client SLAs, and regulatory requirements.
1.4. Schedule digital distribution of summaries to designated supervisors, compliance officers, and external auditors.
1.5. Securely archive finalized summaries in role-restricted document repositories.

Trigger Conditions

2.1. Calendar-based triggers: Last business day of each month and year.
2.2. Manual triggers via dashboard for ad-hoc summaries.
2.3. Data change triggers: Compliance data updates, audit closure events, or regulatory deadline approach (X days prior).

Platform Variants

3.1. Microsoft Power Automate
• Feature: Scheduled Flow; configure for `Recurrence` on a monthly/yearly schedule; API: `/v2/flows/trigger`

3.2. Google Workspace (Apps Script & Drive API)
• Feature: Time-driven trigger; use Apps Script to run document aggregation; API: `drive.files.export`

3.3. Zapier
• Feature: Schedule trigger + Google Sheets/Docs integration; Workflow: “Schedule” → “Google Docs: Create Document”

3.4. Make (Integromat)
• Feature: Scheduler module; scenario for data aggregation from cloud-based storage; Webhook: `/aggregate/start`

3.5. DocuSign
• Feature: Envelope creation by API; Function: `Envelopes::createEnvelope` for compliance doc signing

3.6. Twilio
• Feature: SMS notifications for compliance summary readiness; API: `messages.create`

3.7. Slack
• Feature: Channel message API for compliance completion alerts; API: `chat.postMessage`

3.8. Jira
• Feature: Create compliance issue/ticket on summary completion; API: `POST /rest/api/3/issue`

3.9. ServiceNow
• Feature: Incident/task creation for any compliance exception; API: `POST /api/now/table/incident`

3.10. Salesforce
• Feature: Automated report attachment to records; API: `SObject Attachment` via `REST API`

3.11. AWS Lambda
• Feature: Serverless processing for compliance validation; EventBridge for scheduled runs; API: `lambda:InvokeFunction`

3.12. Dropbox
• Feature: API-driven document upload/storage; API: `/files/upload`

3.13. Box
• Feature: API upload and sharing; API: `/files/content` and `/shared_links`

3.14. SharePoint Online
• Feature: Document library API for storing and versioning reports; API: `/sites/{site-id}/drive/items`

3.15. HubSpot
• Feature: Automated email to stakeholders; API: `marketing-emails/v1/emails`

3.16. Asana
• Feature: Create task/reminder for compliance checks; API: `/tasks`

3.17. Monday.com
• Feature: Board column update for compliance status; API: `change_column_value`

3.18. OneDrive
• Feature: File upload via REST; API: `/drive/root:/:/content`

3.19. Notion
• Feature: Add summary page/database entry via API; Endpoint: `/v1/pages` or `/v1/database`

3.20. Trello
• Feature: Card creation on compliance workflows; API: `/1/cards`

3.21. QuickBooks
• Feature: Attach compliance reports to projects; API: `/v3/company/{companyId}/attachable`

3.22. Adobe Sign
• Feature: Send compliance docs for acknowledgment; API: `/agreements`

Benefits

4.1. Removes manual effort from regulatory summary preparations.
4.2. Reduces risk of compliance gaps or missed deadlines.
4.3. Centralizes access and archiving for audits.
4.4. Ensures all stakeholders receive timely, structured compliance updates.
4.5. Increases transparency for external regulators and internal managers.