CPD (Continuing Professional Development) tracking and reminders

Purpose

1.1. Automate regular CPD (Continuing Professional Development) tracking for architects, ensuring compliance and reminding members of deadlines and progress.
1.2. Automatedly collect event attendance, process certificates, and synchronize results with membership records for transparency and compliance.
1.3. Automate generation and delivery of renewal notices, CPD statements, and personalized notifications to increase engagement and reduce manual workload.
1.4. Automate syncing and reporting of CPD data to internal dashboards and external regulators for better oversight and audit-readiness.

Trigger Conditions

2.1. New CPD event completion/submission by a member triggers tracking automation.
2.2. Imminent deadlines (e.g., 30/7/1 day reminder) automatically trigger personalized reminders.
2.3. New CPD program launch triggers bulk communication automation.
2.4. Regulatory updates trigger workflow reassessment.
2.5. Lapsed completion status triggers escalated alerts to members and admins.

Platform Variants

3.1. Microsoft Outlook
• Calendar API: automate adding reminders and follow-ups for CPD events.
3.2. Google Calendar
• Insert Events: automate creation/updating of CPD sessions with reminders.
3.3. Salesforce
• Workflow Rules: automate CPD profile updates, send notifications on status change.
3.4. HubSpot
• Workflows API: automate email reminders, scoring, and lifecycle stage changes.
3.5. Slack
• Reminders API: automated CPD notifications to channels/direct members.
3.6. Mailchimp
• Campaigns: automate sending segmented CPD status emails and certificates.
3.7. Twilio SMS
• Programmable Messaging: automate CPD reminders and alerts via SMS.
3.8. SendGrid
• Email API: automate mass personalized CPD statements and deadline warnings.
3.9. Zapier
• Multi-step Zaps: automate data moves between event apps, CRM, and mailing tools.
3.10. SharePoint
• Automated Flows: automate form submission and document storage for CPD proof.
3.11. Trello
• Board Automations: automate CPD task tracking and approval flows per member.
3.12. Asana
• Automated Rules: automate CPD completion status and reminder assignment.
3.13. DocuSign
• Envelopes API: automate sending, signing, and archiving CPD completion certificates.
3.14. Typeform
• Webhooks: automate CPD feedback/surveys and import to records.
3.15. Monday.com
• Automations: automate onboarding new CPD events and status report creation.
3.16. Pabbly Connect
• Workflows: automate cross-tool CPD tracking, reminders, and reporting.
3.17. Notion
• Database Automations: automate updates to member CPD logs and deadlines.
3.18. Airtable
• Automations: automate status emails, filter by CPD progress, and trigger alerts.
3.19. ClickUp
• Automations: automate task assignment for CPD reviews and escalation steps.
3.20. Google Sheets
• App Script/Triggers: automate calculation of CPD hours, compliance flags, and email updates.
3.21. Microsoft Teams
• Bots/Connectors: automate push CPD reminders and escalate overdue CPD completions.
3.22. Eventbrite
• Webhooks/API: automate registering event completion and syncing data to CRM.

Benefits

4.1. Automates repetitive CPD compliance tasks, reduces manual entry, and human error.
4.2. Promotes CPD adoption and timely completion through automated multi-channel reminders.
4.3. Maintains continuous audit trail by automatedly syncing event completion with records.
4.4. Increases organizational efficiency by automating follow-up and escalations.
4.5. Enhances member satisfaction with automated, timely, and personalized communications.
4.6. Supports regulatory compliance via automation of evidence collection and reporting.
4.7. Enables scalable CPD operations with automatic logging, reminders, and escalations.