Internal Communication & HRPurpose
1.2 Notify staff, managers, or HR when training modules are completed, missed, or deadlines approach.
1.3 Improve internal communication and documentation for audit and regulatory purposes.
1.4 Reduce manual follow-up and administrative overhead in tracking training completion.
1.5 Promote a culture of compliance and continuous improvement within the firm.
Trigger Conditions
2.2 Deadline approaches for assigned compliance training (e.g., 7 days before deadline).
2.3 Training is missed or overdue.
2.4 HR uploads new compliance requirements or refresh dates are set.
2.5 Change in employment status (e.g., onboarding, role change, department transfer).
Platform Variants
• Notification Bot: Use Microsoft Graph API / Send proactive message endpoint.
• Configuration: Set webhook to trigger upon LMS completion event.
3.2 Slack
• Incoming Webhooks: Post notification to a channel/user.
• Configuration: Enable custom bot with permissions and set webhook URL.
3.3 Gmail
• Gmail API: Use "users.messages.send" for automated emails.
• Configuration: Create draft templates, trigger automation on completion.
3.4 Microsoft Outlook
• Outlook REST API: Use "SendMail" endpoint.
• Configuration: Use automation platform to schedule/send emails.
3.5 Twilio SMS
• Messaging API: Use "Messages Create" function to send SMS.
• Configuration: Link phone number to employee database, trigger on event.
3.6 SendGrid
• Mail Send API: Use "/mail/send" endpoint for notifications.
• Configuration: Design template to include training module and deadline.
3.7 Asana
• Asana API: Use "tasks.create" to assign or update tasks on completion.
• Configuration: Trigger when employee completes or misses training.
3.8 Trello
• Trello API: Use "cards/create" in specific HR board to log completions.
• Configuration: Automate card creation on completion/missed events.
3.9 Monday.com
• Monday API: Use "create_item" and "change_column_value" in boards for training tracking.
• Configuration: Map training status fields to notifications.
3.10 Zendesk
• Zendesk API: Use "create ticket" for follow-up reminders or audit logs.
• Configuration: Auto-create tickets for overdue compliance.
3.11 BambooHR
• BambooHR API: Use "POST /employee/{id}/table/compliancetraining" to update training records.
• Configuration: Link to email/SMS notifications for status changes.
3.12 Workday
• Workday API: Use "POST training event" to log training and "GET employees" to fetch recipients.
• Configuration: Trigger recurring compliance alerts.
3.13 Salesforce
• Salesforce API: Use "sobjects/Task" to assign tasks, send Chatter posts.
• Configuration: Automate completion logging and team notifications.
3.14 HubSpot
• HubSpot Workflow: Use "Send internal email notification" in workflows.
• Configuration: Create workflow triggered by training completion property.
3.15 Zoom
• Zoom API: Use "chat/messages" to send direct alerts if training is delivered via webinar.
• Configuration: Trigger notification upon attendance/log-out.
3.16 Google Drive
• Drive API: Use "create file" for completion certificates, "permissions" to share with HR.
• Configuration: Automate upload and sharing upon module finish.
3.17 Dropbox
• Dropbox API: Use "files/upload" for certificates; automate notification with sharing.
• Configuration: Set auto-alert on new uploads in designated folder.
3.18 Jira
• Jira API: Use "create issue" to log missed completions, assign to HR.
• Configuration: Issue automation triggered by API request post-training data.
3.19 Zoho People
• Zoho People API: Use "updateRecords" on training history, trigger notifications.
• Configuration: Link completion status to notification rules.
3.20 Okta
• Okta Workflows API: Automate reminders/alerts tied to user profiles, status changes.
• Configuration: Setup event hooks for compliance deadlines.
Benefits
4.2 Delivers immediate, targeted reminders and confirmations to relevant personnel.
4.3 Cuts time spent on manual tracking and follow-up.
4.4 Centralizes compliance documentation for audits.
4.5 Fosters proactive compliance culture across engineering and acoustical consulting teams.