Compliance & DocumentationPurpose
1.2. Links CoC to individual outgoing shipments with automated metadata extraction from inventory, order, and quality control systems.
1.3. Notifies quality, sales, and compliance teams, archives digital certificates, and integrates with client and aviation authority documentation systems.
1.4. Supports audit-readiness and expediates part release while eliminating manual errors in documentation workflows.
Trigger Conditions
2.2. Part passing final quality inspection logged digitally.
2.3. Manual request via internal portal for ad-hoc CoC.
2.4. Periodic compliance review triggers for missing/expired certificates.
2.5. Direct API call from external B2B customer requesting documentation pack.
Platform variants
3.1. Salesforce
• Feature: Flow Builder Automation
• Setting: Auto-generate CoC on ‘Order Complete’ event; API-based archival to Document Library.
3.2. Microsoft Power Automate
• Feature: Automated Cloud Flow
• Setting: Monitor SharePoint inventory for final QC; create and store digital CoC PDF.
3.3. Zapier
• Feature: Multi-step Zap
• Setting: Trigger from new invoice in QuickBooks; generate certificate via WebMerge and save in Box.
3.4. DocuSign
• Feature: Template API
• Setting: Auto-populate and e-sign CoC certificates, with signed PDF saved to repository.
3.5. Adobe Acrobat Sign
• Feature: REST API
• Setting: Dynamic field-fill in CoC template; send completed forms to compliance inbox.
3.6. PandaDoc
• Feature: Document Generation API
• Setting: Pull line item, serial, and part data from CRM for instant CoC creation and delivery.
3.7. Google Apps Script
• Feature: Scripted Doc Generation
• Setting: Trigger Google Sheet completion; auto-generate CoC PDF and move to Drive archive.
3.8. AWS Lambda
• Feature: Event-driven Lambda Function
• Setting: Auto-generate and encode CoC; store on S3 with lifecycle policy to archive.
3.9. Azure Logic Apps
• Feature: Workflow Automation
• Setting: HTTP webhook from ERP triggers Word-to-PDF conversion and archiving.
3.10. Oracle Integration Cloud
• Feature: Integration Flows
• Setting: Filter orders for aviation parts; auto-issue CoC via connected document service.
3.11. SAP Business Technology Platform
• Feature: Workflow Service
• Setting: Generate CoC document via template; auto-link to outbound delivery note.
3.12. Smartsheet
• Feature: Automated Workflow
• Setting: Row marked ‘QC Passed’ triggers certificate merge and cloud storage.
3.13. Monday.com
• Feature: Automation Recipes
• Setting: Status change on item triggers DocuGen integration for certificate creation.
3.14. Box
• Feature: Box API
• Setting: Store and manage versioned digital certificates in compliance-controlled folders.
3.15. Dropbox
• Feature: Dropbox API
• Setting: Automated upload and structured archival with metadata from order management.
3.16. OneDrive
• Feature: Microsoft Graph API
• Setting: Save generated CoC PDFs into secure team folders with tags.
3.17. Conga Composer
• Feature: Document Automation
• Setting: Use Salesforce data merge to create dynamically populated CoC.
3.18. Formstack Documents
• Feature: Document Generation API
• Setting: Ingest form data; create official CoC and auto-distribute.
3.19. Google Drive
• Feature: Drive API
• Setting: Save, organize, and permission share CoC documents at trigger.
3.20. ShareFile
• Feature: Secure File Automation
• Setting: Upload newly generated CoC; notify client and compliance automatically.
3.21. Slack
• Feature: Bots/API
• Setting: Alert compliance and fulfillment channel on certificate issuance event.
Benefits
4.2. Ensures compliance with aviation regulations, facilitates traceability for audits and part recalls.
4.3. Accelerates order-to-shipment timelines and improves customer trust with automated documentation.
4.4. Scalable across volume fluctuations, supports multi-system integration, includes digital signatures and long-term legal archival.