Compliance & DocumentationPurpose
1.2. Automator provides compliance by sending automated alerts before, during, and after retention expiry.
1.3. Automating communication between teams and systems for accountability in data deletion.
1.4. Automatedly log all reminder actions for audit trails and regulatory evidence.
1.5. Automate escalations if data is not handled in the required timeframe.
Trigger Conditions
2.2. Manual or automated update to retention policy in the system.
2.3. Scheduled automation check daily, weekly, or monthly.
Platform Variants
• Feature/Setting: Automated SMS reminders
• Sample: Set trigger on retention date; configure API to send SMS to responsible staff.
3.2. SendGrid
• Feature/Setting: Automated email notifications
• Sample: Use API to automate emails to compliance team with customer data info.
3.3. Slack
• Feature/Setting: Automated compliance channel alerts
• Sample: Slack API to automate posting reminders in a #gdpr-compliance channel.
3.4. Microsoft Teams
• Feature/Setting: Teams bot sends automated messages
• Sample: Graph API for Teams to automate notifications to GDPR compliance group.
3.5. Google Calendar
• Feature/Setting: Automated event reminders
• Sample: API schedules calendar reminders for data retention expiry events.
3.6. Asana
• Feature/Setting: Automated task creation for retention review
• Sample: API automates task assignments based on retention triggers.
3.7. Trello
• Feature/Setting: Automated card creation
• Sample: API creates "Review for Deletion" card when a retention date is due.
3.8. Monday.com
• Feature/Setting: Automated item creation and deadline setting
• Sample: API adds board items and automates reminders for GDPR action.
3.9. Airtable
• Feature/Setting: Automated field update and notification
• Sample: API automates retention status field update; triggers email.
3.10. Salesforce
• Feature/Setting: Automated task workflow
• Sample: Workflow rule automates reminder task to compliance owner.
3.11. HubSpot
• Feature/Setting: Automated workflow notification
• Sample: Configure workflow to automate emails at retention threshold.
3.12. Zapier
• Feature/Setting: Automated multi-service workflows
• Sample: Zap automates notifications across Google Sheets, Gmail, etc.
3.13. Google Sheets
• Feature/Setting: Automated row flagging and notifications
• Sample: Script automates flagging rows; triggers Gmail reminder.
3.14. Mailgun
• Feature/Setting: API-driven automated email reminders
• Sample: API automates emails to data guardians.
3.15. Zendesk
• Feature/Setting: Automating ticket creation for action/closure
• Sample: Trigger automates ticket at data retention deadline.
3.16. ServiceNow
• Feature/Setting: Automated incident creation for data review
• Sample: API automates incident based on retention expiry.
3.17. JIRA
• Feature/Setting: Automated issue creation and tracking
• Sample: Automation rule creates and assigns data review issue.
3.18. Pipedrive
• Feature/Setting: Automated activity creation
• Sample: API schedules data deletion review with automated reminders.
3.19. Smartsheet
• Feature/Setting: Automated notification workflows
• Sample: Sheet automates alert to responsible user.
3.20. Notion
• Feature/Setting: Automated page/database reminder creation
• Sample: API automates reminder page for each expiring record.
3.21. Freshdesk
• Feature/Setting: Automated ticket and notification creation
• Sample: Workflow automates ticket for upcoming data deletion.
Benefits
4.2. Automator delivers consistent reminders, minimizing manual oversight.
4.3. Automated audit trails for external audits.
4.4. Streamlined staff accountability through automated notifications.
4.5. Improves customer trust via demonstrable, automatedly managed compliance.