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Scheduled document review and update reminders

Purpose

1.1. Automate periodic reviews and update reminders for aeronautical engineering documents, ensuring compliance, version control, and knowledge continuity.
1.2. Maintain up-to-date aircraft design documentation, certification files, test reports, and compliance manuals.
1.3. Reduce manual tracking of document deadlines, eliminate outdated references, and support team collaboration and regulatory audits.

Trigger Conditions

2.1. Scheduled dates (quarterly, biannual, project-phase-based, or regulatory milestones).
2.2. Document last modified or created timestamp exceeds defined threshold.
2.3. New regulatory or standard update detected in watchlist feeds.
2.4. Custom tag or metadata field (e.g., “review_due”) matches current date.

Platform Variants

3.1. Microsoft Outlook
• Feature/Setting: Calendar event trigger, “Send scheduled reminder email”; configure recurring events and use Mail API to automate notifications.
3.2. Google Workspace (Gmail, Calendar, Drive)
• Feature/Setting: Google Apps Script for timed triggers, use Calendar API to read events, Drive API for document metadata, Gmail API to notify reviewers.
3.3. Slack
• Feature/Setting: Scheduled messages with the Slack API; configure “reminders.add” endpoint for recurring alerts to document owners.
3.4. Microsoft Teams
• Feature/Setting: Teams Graph API for scheduled flow; post messages to team channels when documents require review.
3.5. Trello
• Feature/Setting: Butler automation for due-date triggers; use “Due Date Command” to auto-create checklist and email tasks.
3.6. Jira
• Feature/Setting: Jira Automation Rules, “Scheduled trigger”; auto-create review tickets using REST API.
3.7. Asana
• Feature/Setting: Asana API for task generation; configure “recurring tasks” in project management for document updates.
3.8. Monday.com
• Feature/Setting: Automations > “Notify someone” by date column; use Monday API for programmatic reminders.
3.9. Notion
• Feature/Setting: Notion API to monitor page properties; trigger scheduled Slack/email via integrations when “Review Date” matches.
3.10. SharePoint
• Feature/Setting: Power Automate with SharePoint connector; schedule flow on document library to send email reminders.
3.11. DocuSign
• Feature/Setting: Envelope notification callback; configure “Scheduled Reminders” via API for unsigned or aged-out docs.
3.12. Box
• Feature/Setting: Box API webhook on document metadata date; trigger notification or assign tasks.
3.13. Dropbox
• Feature/Setting: Dropbox API with scheduled Lambda or Zap to monitor and alert on file modification dates.
3.14. Salesforce
• Feature/Setting: Process Builder or Flow, scheduled actions; trigger automated email alerts for document objects.
3.15. Zendesk
• Feature/Setting: Scheduled trigger and automations; use Help Center API for knowledge base article reviews.
3.16. Atlassian Confluence
• Feature/Setting: Page expiration plugin/API or Automation for Confluence for “review by” date alerts.
3.17. Smartsheet
• Feature/Setting: “Reminder” automation on date columns; configure with Smartsheet API for enhanced notification control.
3.18. Airtable
• Feature/Setting: Automation trigger on “Next Review” field; use Airtable API to send scheduled emails.
3.19. SAP SuccessFactors
• Feature/Setting: Workflow Schedule API, trigger reminders for compliance/document expiry via integration.
3.20. Intercom
• Feature/Setting: Custom bot and scheduled message feature; API-based send on policy review intervals.

Benefits

4.1. Reduces human error in document expiry or revision tracking.
4.2. Ensures regulatory and safety compliance with minimal manual overhead.
4.3. Improves audit readiness with automated logs and notifications.
4.4. Frees up engineering resources for higher-value tasks.
4.5. Maintains a culture of proactive knowledge management.

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