Purpose
1.2. Automatically monitor expiry and due dates for all required documentation, audits, licenses, and maintenance schedules, triggering proactive notifications to responsible staff and managers.
1.3. Centralize oversight for all regulatory tasks and integrate notification workflow into team collaboration channels for action and accountability.
Trigger Conditions
2.2. New compliance item entered with due date.
2.3. Change or update in regulatory requirements affecting existing tasks.
2.4. Missed deadline or overdue compliance item.
Platform Variants
• Feature: Messaging API; Setting: webhook triggers SMS/WhatsApp with deadline details and links.
3.2. SendGrid
• Feature: Mail Send API; Setting: auto-email templates triggered by impending due dates.
3.3. Microsoft Teams
• Feature: Incoming Webhook; Setting: channel notifications with interactive cards and escalation path.
3.4. Slack
• Feature: Incoming Webhook; Setting: direct team mention plus threaded reminders.
3.5. Gmail
• Feature: Gmail API; Setting: auto-generated custom email notifications for each event.
3.6. Outlook 365
• Feature: Mail Send; Setting: scheduled email with compliance urgency flag.
3.7. Trello
• Feature: Card due date trigger via API; Setting: moves card and posts comment tag on deadline.
3.8. Asana
• Feature: Task due API; Setting: comments team on tasks approaching compliance milestones.
3.9. Jira
• Feature: Issue Watchers/Triggers; Setting: assign and remind relevant compliance tickets.
3.10. Monday.com
• Feature: Automation recipes; Setting: notify owner 7/1 days before regulatory tasks expire.
3.11. Salesforce
• Feature: Workflow Rules; Setting: email alert on lead objects with compliance date fields.
3.12. HubSpot
• Feature: Workflow Automations; Setting: send notification based on custom property (deadline).
3.13. Zoho CRM
• Feature: Workflow Rules; Setting: trigger SMS/email before regulatory expiry date.
3.14. Freshservice
• Feature: Ticket automation; Setting: escalate compliance tickets when SLA states “approaching.”
3.15. ServiceNow
• Feature: Notification Rule; Setting: automate reminders for compliance incident records.
3.16. Google Calendar
• Feature: Push API; Setting: schedule and pop custom compliance deadline reminder events.
3.17. Outlook Calendar
• Feature: Event Reminders; Setting: auto-invitation and reminders for expiry dates.
3.18. SAP SuccessFactors
• Feature: Workflow Alerts; Setting: auto-escalation of certification renewals to managers.
3.19. Workday
• Feature: Business Process Notification; Setting: alert on contract and licensing expiry.
3.20. Zendesk
• Feature: Trigger automation; Setting: notify compliance team for regulatory tickets nearing due date.
3.21. DocuSign
• Feature: Envelope status API; Setting: notify when regulatory documents set for signing are expiring.
3.22. SharePoint
• Feature: Document Expiry; Setting: send email notification on document library item expiry.
3.23. Dropbox
• Feature: File Request Notification; Setting: alert when compliance documents are not uploaded by deadline.
3.24. OneDrive
• Feature: File Expiry setting; Setting: email owner before file expiration related to compliance.
Benefits
4.2. Proactive escalation reduces risk of fines, downtime, or regulatory action.
4.3. Frees admin resources from repetitive deadline tracking.
4.4. Unified notifications bring all stakeholders into the compliance workflow.
4.5. Enables clear audit trails for regulatory preparedness and accountability.