Compliance & DocumentationPurpose
1.2. Automate real-time updates and version control, guaranteeing auditors and stakeholders access to current, signed, and authenticated files across teams and locations.
1.3. Automator integrates compliance document management into daily workflows, reduces human error, automates audit readiness, and ensures traceable document lineage for the hospitality and F&B consulting sector.
Trigger Conditions
2.2. Document received from regulatory bodies, clients, or team via email, web portal, or integrations.
2.3. Scheduled compliance checks, renewal reminders, or license expiry dates detected by automator.
2.4. Automated alert from audit workflow when documentation gaps are found.
2.5. Signature requests or completed e-signature from designated signatories.
Platform Variants
3.1. Google Drive
• API: Drive API "Files: create", "Files: update" for automated upload and versioning on compliance folders.
3.2. Dropbox
• Feature: Uploads via "Files/Upload" endpoint; automate folder creation and shared file links.
3.3. Box
• API: Box Content API "Upload a File", automate compliance folder structure and permissioning.
3.4. Microsoft OneDrive
• API: Graph API "/drive/root:/compliance:/children" for automated file storage, access control.
3.5. SharePoint
• API: REST API "Files/Add" for document library automation and compliance tagging.
3.6. AWS S3
• API: S3 "PutObject"/"PutBucketPolicy"; automate document upload with encryption and retention.
3.7. Azure Blob Storage
• API: Blob "Put Blob"; automate compliance-tied containers and lifecycle management.
3.8. Egnyte
• API: Egnyte "Upload File"; automate compliance space and role-based permissions.
3.9. DocuSign
• API: Envelopes API "Create Envelope", "Get Documents"; automate signed compliance docs to storage.
3.10. Adobe Acrobat Sign
• API: REST "agreements/upload"; automate processed e-signed compliance documents to secure storage.
3.11. PandaDoc
• API: Public API "Documents Upload"; automate signed policy docs to libraries.
3.12. Slack
• Feature: Slack Files API; automated forwarding of uploaded compliance files to cloud storage.
3.13. Gmail
• API: Gmail API "Users.messages: list/get/attachments"; automate saving inbound compliance attachments.
3.14. Outlook/Office 365
• API: Microsoft Graph "/messages", automate extraction of document attachments to compliant folders.
3.15. Zapier
• Feature: “Zap” automation on document upload, email receipt, or storage update triggers.
3.16. Trello
• API: Cards/Attachments endpoint; automate capture of compliance files added to cards.
3.17. Monday.com
• API: File upload on pulse items; automate compliance documentation per project.
3.18. Asana
• API: Attachments "POST /attachments"; automate compliance file archiving per task/project.
3.19. Jotform
• API: Form submission file uploads; automate placement of compliance forms in storage.
3.20. Typeform
• API: Responses/Files endpoint; automate compliance documents generated from forms.
3.21. Notion
• API: Upload files to databases/pages; automate storing compliance evidence as page attachments.
3.22. Freshdesk
• API: Ticket attachments; automate archiving compliance documents from support tickets.
3.23. Salesforce
• API: Files Connect, automate syncing compliance documentation to records.
3.24. Google Workspace Admin
• API: Admin SDK Reports; automate monitoring compliance file sharing and access events.
Benefits
4.2. Automation improves audit readiness, streamlines review cycles, automates cross-location document consistency, and ensures regulatory standards are met in F&B consultancy.
4.3. Reduces manual oversight, automates notifications for expiries/renewals, and automates secure access for inspectors or auditors.
4.4. Automatable workflows minimize legal liability, automate signatures, and support a highly compliant, always-accessible information environment.