Purpose
1.2 Identify discrepancies, missing assets, and perform ongoing verification to meet operational, safety, and regulatory demands.
1.3 Minimize manual effort and human error, integrating asset validation into daily workflows for installation and maintenance crews.
1.4 Automate data consolidation from disparate inventory repositories for unified reporting and actionable insights.
Trigger Conditions
2.2 Inventory level change: addition or removal of assets detected in asset management platforms.
2.3 Completion of installation or decommissioning work order.
2.4 GPS geofence event: equipment moved outside defined site boundaries.
2.5 Compliance milestone: regulatory audits or internal compliance deadlines.
Platform Variants
3.1. SAP
• SAP Inventory Management API: configure RFC_READ_TABLE function for asset extraction at scheduled intervals.
3.2. Oracle NetSuite
• Inventory Count UI SuiteScript API: schedule SuiteScript to trigger inventory recount and reporting.
3.3. Microsoft Dynamics 365
• Inventory Journals API: automate periodic inventory adjustment journal generation and dispatch.
3.4. ServiceNow
• Scheduled Script Execution: set custom script schedule in Asset Management for triggering audits.
3.5. Salesforce
• Inventory API and Flows: use flow automation to trigger asset checks and audit reporting.
3.6. IBM Maximo
• Work Order API: set up automated work orders for inventory audits via MBO (Maximo Business Object) functions.
3.7. Zoho Inventory
• Automation Rules: configure workflow triggers on inventory changes and timed events.
3.8. QuickBooks Online
• Inventory Reports API: schedule extraction and reconciliation of stock status reports.
3.9. Odoo
• Automated Actions: set periodic server actions to initiate inventory audit workflow.
3.10. Freshservice
• Asset Management Scheduled Tasks: configure asset verification tasks at intervals with reminders.
3.11. Smartsheet
• Scheduled Workflows: create recurring workflows to trigger audit request forms and update asset logs.
3.12. Airtable
• Automations feature: recurring scheduled trigger to send inventory check tasks via email or SMS.
3.13. Monday.com
• Automation Recipes: schedule board item generation for audit assignments to field teams.
3.14. Jotform
• Scheduled Email Reminders: set for audit form submission requests to warehouse/rigging personnel.
3.15. Google Workspace
• Google Apps Script/Triggers: schedule Google Sheets inventory extraction and owner notification.
3.16. Slack
• Scheduled Messages: send reminders to asset managers to complete digital audit checklist.
3.17. Trello
• Butler Automation: set calendar commands for audit checklist card creation and assignment.
3.18. Asana
• Rules and Scheduled Tasks: trigger recurring tasks for inventory audit completion and review.
3.19. Power Automate
• Recurrence Trigger: set timed triggers for inventory spreadsheet or asset management system audit launches.
3.20. SharePoint
• Scheduled Flows: automate initiation of audit documentation workflows and notifications.
3.21. Okta
• Lifecycle Hooks: trigger asset verification processes upon staff role changes or onboarding/offboarding.
Benefits
4.2 Immediate alerts for discrepancies, reducing stock losses and missing equipment.
4.3 Improved audit trail and compliance readiness for regulators and clients.
4.4 Higher frequency of asset checks, minimizing loss and downtime on rigs/installations.
4.5 Integrated cross-platform reporting and actionable insights for executive oversight.