Purpose
1.2. Automates cross-checking design elements against national, regional, and internal regulations in real time, reducing manual oversight and risk of human error.
1.3. Automates notifications to stakeholders when a checklist requires review, approval, or if compliance deviations are detected.
Trigger Conditions
2.2. Automatedly triggers when a design is uploaded or versioned.
2.3. Automated by scheduled milestone (e.g., preliminary, schematic, construction document stages).
2.4. Automates on receipt of regulatory or client documentation updates.
Platform Variants
• Feature: Automate SharePoint List triggers for new/updated design docs; Flow: “Create checklist item, send Teams alert.”
3.2. Zapier
• Zap: File uploaded in Google Drive → Automate sending checklist form via Gmail and adding task in Asana.
3.3. Asana
• API: Automates adding compliance task for each design stage; endpoint: /tasks POST.
3.4. Monday.com
• Automation: Status column “Design phase started” triggers checklist template creation.
3.5. Smartsheet
• Automated Workflow: Form entry triggers compliance checklist row, notify assigned lead.
3.6. Google Workspace
• Apps Script: Automates Google Forms linked to Sheets, triggered by folder activity.
3.7. Slack
• Workflow Builder: Automator sends automated checklist reminder in project channel.
3.8. Salesforce
• Process Builder: Automates task creation for compliance review at each opportunity stage.
3.9. Jira
• Automation: Design issue transitions → Automated checklist issue/sub-task creation.
3.10. Trello
• Butler Automation: Card moved to “Review” → Automates compliance checklist attachment/upload.
3.11. ClickUp
• Automation: Task status changes → Automatedly assign compliance checklist subtask.
3.12. Notion
• Integration: Page status change automates database entry for compliance checks.
3.13. Airtable
• Automation: Records enter “New Stage” view → Checklist template automatedly created.
3.14. DocuSign
• API: Automates checklist signature requests when submitted for regulatory approval.
3.15. Dropbox
• File request → Automatedly triggers compliance checklist to collaborators via email.
3.16. Box
• Relay Automation: New design document triggers workflow for compliance checklist review.
3.17. Basecamp
• Automated To-do: Project phase change automates compliance checklist in relevant group.
3.18. Google Calendar
• Event triggers: Milestone deadline approaches → Automated reminder with checklist link.
3.19. Webhooks
• Custom: Automates external system notification when checklists are updated or completed.
3.20. SAP ERP
• Workflow: Automator generates design-phase compliance task and tracks completion.
3.21. Autodesk BIM 360
• API: Automates generation of regulatory checklist when drawing is uploaded to Docs.
3.22. Zoho Creator
• Automated workflow: Form submission automates compliance checklist dispatch.
3.23. Redbooth
• Task Template: Stage change automates compliance instruction task.
3.24. Wrike
• Automation Engine: Automatedly assigns and tracks compliance check as dependent task.
Benefits
4.2. Automated documentation minimizes error risk and legal liability.
4.3. Always keeps regulatory compliance up-to-date using automated triggers and notifications.
4.4. Automator increases project transparency and accountability via traceable checklist audit trails.
4.5. Automated process improves client satisfaction through timely, evidence-based reporting.