Risk assessment survey automation

Purpose

1. Automate the creation, distribution, collection, scoring, and archiving of risk assessment surveys for animal shelters to ensure regular compliance checks and reporting, including regulatory adherence, operational risk identification, and realtime alerting for non-compliance events.

2. Support routine audit readiness, streamline updates to compliance protocols, provide data-driven risk management insights, and maintain historical risk logs for reporting to oversight agencies or board members.

Trigger Conditions

1. Scheduled intervals (e.g., quarterly, after key incidents).

2. Regulatory or policy change event detection.

3. New shelter admissions above set threshold.

4. Workflow initiation by shelter staff or compliance officers.

5. Notification from integrated HR or incident management platforms.

Platform Variants

1. Microsoft Forms

• Trigger: Automated survey creation when policy update detected (Power Automate)
  
• Function: "Create form," "Send form," "Collect responses"
  

2. Google Forms

• Trigger: Weekly survey launch via Calendar events
  
• Function: Forms API "forms.create", "forms.responses.list"
  

3. Typeform

• Trigger: New incident report from CRM
  
• Function: Webhooks, "Responses API" for data retrieval
  

4. SurveyMonkey

• Trigger: Executed after quarterly board meeting (via Zapier)
  
• Function: "Create Collector", "Get Responses" API endpoints
  

5. Jotform

• Trigger: Onsite inspection schedule via Google Calendar
  
• Function: "Create Form", "Get Submissions"
  

6. Qualtrics

• Trigger: Compliance policy update in internal wiki
  
• Function: "Survey Distribution API", "Response Export API"
  

7. Formstack

• Trigger: Staff change event from BambooHR
  
• Function: "Forms API" – "Create Form", "Retrieve Submission"
  

8. Mailchimp

• Trigger: Add survey link to compliance newsletter (API "campaigns.create")
  
• Function: "campaigns/send", "lists/segments"
  

9. Slack

• Trigger: Automated DM survey distribution via workflow
  
• Function: "chat.postMessage", "conversations.history"
  

10. Zendesk

• Trigger: Ticket resolution survey for risk events
  
• Function: "Tickets API", "Satisfaction Ratings API"
  

11. Salesforce

• Trigger: New case creation matches risk keyword
  
• Function: "Surveys for Salesforce", "apex/rest" endpoints
  

12. Twilio SMS

• Trigger: Text surveys sent to on-shift staff
  
• Function: "Messages" resource, programmable SMS API
  

13. HubSpot

• Trigger: New contact assigned to compliance list
  
• Function: "Forms API", "Workflows"
  

14. AirTable

• Trigger: Update status on “Risk Assessments” table
  
• Function: "Create Record", "List Records" in API
  

15. DocuSign

• Trigger: Automated signature request for risk closure
  
• Function: "Envelopes:create", "Envelopes:status"
  

16. Power BI

• Trigger: Scheduled data import for risk dashboard
  
• Function: "Push data API", "Dataset API"
  

17. Monday.com

• Trigger: Survey status change in compliance board
  
• Function: "create_item", "updates" API
  

18. Notion

• Trigger: Compliance doc update triggers new survey
  
• Function: "pages.create", "databases.query"
  

19. Dropbox

• Trigger: Save raw survey response files
  
• Function: "files/upload", "files/list_folder"
  

20. Google Sheets

• Trigger: New response recorded, auto-analyze risk score
  
• Function: "spreadsheets.values.append", "sheets.create"
  

Benefits

1. Accelerates compliance checks and reduces manual effort.

2. Enhances accuracy and traceability of risk assessment data.

3. Enables rapid response to evolving regulatory demands.

4. Improves engagement with staff and stakeholders through multi-channel survey options.

5. Consolidates data for analytics, continuous improvement, and audits.