Purpose
1.2. Automate compliance documentation, periodic audits, policy updates, staff certification, incident escalation, and authority reporting.
1.3. Centralize all compliance data to reduce risk of penalties and safeguard workforce and customers.
Trigger Conditions
2.2. New compliance policy or government mandate released.
2.3. Incident reported via digital or voice channel.
2.4. Staff certification or training expiry dates.
2.5. Calibration/inspection tool data received.
2.6. HR onboarding or offboarding event.
Platform Variants
• Trigger: Scheduled flows for compliance checks.
• Action: Use “Create Item” in SharePoint to log or update compliance records.
3.2. Zapier
• Feature: Google Sheets “New Row” triggers a workflow to alert HR.
• Setting: Configure Sheet/Webhook trigger + Gmail “Send Email” action.
3.3. ServiceNow
• Function: Incident Management API auto-creates compliance cases.
• API: POST /api/now/table/incident for event records.
3.4. Salesforce
• Feature: Process Builder, Case object automation for compliance notifications.
• API: REST API - Create/Update Case.
3.5. BambooHR
• Feature: Webhook on staff status change to validate certification expiry.
• Setting: Configure webhook notification + REST API GET for employee data.
3.6. Workday
• Function: Business Process Framework HR triggers for training tracking.
• API: Human Resources Workday API - Employee Certification Audit.
3.7. Kronos
• Feature: Automated alerts based on certification timelines.
• Setting: Configure reporting APIs for compliance audit exports.
3.8. DocuSign
• Feature: Compliance policy acknowledgment tracking.
• API: Envelopes: createRecipient + eventNotification.
3.9. Google Workspace
• Function: Calendar API for audit schedule events and reminders.
• Setting: Use Google Calendar ‘insert’ API for recurring compliance events.
3.10. Slack
• Feature: Incoming webhook for urgent incident alerts to safety team channel.
• Setting: Configure /services/hooks/incoming-webhook.
3.11. Twilio SMS
• Feature: Automatic SMS notifications for audit failures.
• API: POST to /2010-04-01/Accounts/{AccountSid}/Messages.json
3.12. AWS Lambda
• Function: Run compliance workflow scripts on incident triggers.
• API: Configure Lambda function trigger via EventBridge rule.
3.13. Tableau
• Feature: Scheduled compliance dashboards refresh.
• Setting: Connect to compliance DB, publish & set extract refresh schedule.
3.14. SAP SuccessFactors
• Feature: Employee certification and compliance expiry notifications.
• API: OData API - GET Employee Compliance Status.
3.15. SendGrid
• Feature: Email compliance reminders to field staff.
• API: Mail Send API - POST /mail/send.
3.16. Monday.com
• Function: Compliance item status automation & reminders.
• Setting: Recipe for timeline reached → notification.
3.17. Smartsheet
• Feature: Update row API to manage audit outcomes.
• Setting: Use POST /sheets/{sheetId}/rows for compliance record update.
3.18. ServiceDesk Plus
• Function: Auto-create incident tickets from compliance check failures.
• API: POST /api/v3/requests.
3.19. Jira
• Feature: Automated issue ticket creation for non-compliance.
• API: REST API - POST /rest/api/3/issue.
3.20. Google Forms
• Function: Collect digital incident or compliance reports.
• Setting: Form submit trigger → Google Sheets + notification workflow.
Benefits
4.2. Real-time alerts reduce response time to incidents.
4.3. Immediate audit trail of compliance-related activities.
4.4. Centralized records simplify government and insurance audits.
4.5. Staff safety optimized through automated certification and renewal tracking.
4.6. Policy changes instantly delivered and tracked for staff acknowledgment.