Automated checklists for site inspections and investigations

Purpose

1.1. Automate creation, distribution, and tracking of detailed site inspection/investigation checklists for insurance loss adjusters to ensure consistent data capture, compliance, real-time updates, and efficient workflow management.
1.2. Automates follow-ups, reminders, and consolidation of responses, reducing human error, speeding up loss analysis, and supporting digital documentation lifecycle through automation.
1.3. Standardizes automated completion of regulatory and process-driven tasks within loss adjustment investigations.
1.4. Automates attachment of photos, voice notes, and geolocations for comprehensive, audit-ready documentation.

Trigger Conditions

2.1. New loss case assigned to adjuster in claims management system (CMS).
2.2. Manual initiation by adjuster for ad-hoc or scheduled site investigation.
2.3. Automated schedule based on event, policy class, risk threshold, or claim type.
2.4. Receipt and parsing of a field report, adjuster email, or client notification.
2.5. Workflow API action (e.g., webhook from CRM, policy software, or ERP).

Platform Variants

3.1. Monday.com
• Feature/Setting: Automate new item creation via API when a case is opened.
• Sample API: `POST /v2/items` with checklist template ID.
3.2. Airtable
• Feature/Setting: Automate form/record generation via scripting block or API.
• Sample: Use `createRecordAsync` in scripting or `POST /v0/appID/TableName` endpoint.
3.3. Asana
• Feature/Setting: Automate task and checklist creation by rule or webhook.
• Sample: Configure `POST /tasks` API with checklist subtasks in JSON.
3.4. Trello
• Feature/Setting: Automate card and checklist via Power-Up or API.
• Sample: `POST /1/cards` and append checklist via `POST /1/checklists`.
3.5. Microsoft Power Automate
• Feature/Setting: Automate workflow for trigger-based form or checklist creation.
• Sample: Use “Create item” action for Lists with dynamic fields.
3.6. Google Forms & Apps Script
• Feature/Setting: Automate form creation/distribution via Apps Script.
• Sample: Script to auto-generate and email checklist forms using `FormApp` class.
3.7. Jotform
• Feature/Setting: Automate form creation and assignment via Jotform API.
• Sample: `POST /form` and `POST /form/:id/assign`.
3.8. Typeform
• Feature/Setting: Automate checklist form creation, distribution, and tracking.
• Sample: Use `POST /forms` for checklist, webhooks for response logging.
3.9. Smartsheet
• Feature/Setting: Automate sheet and row creation per inspection via API.
• Sample: `POST /sheets` for new checklist, `POST /rows` for updates.
3.10. Zapier
• Feature/Setting: Automate cross-platform checklist distribution.
• Sample: Trigger on CRM update, action: auto-create task/checklist in connected tool.
3.11. Salesforce
• Feature/Setting: Automate task/checklist via Process Builder or Flow.
• Sample: Trigger flow on new case; auto-create checklist tasks.
3.12. ServiceNow
• Feature/Setting: Automate investigation workflows with Flow Designer.
• Sample: Create checklist table items on case creation event.
3.13. Notion
• Feature/Setting: Automate database page/checklist creation via API.
• Sample: `POST /v1/pages` with template block for checklists.
3.14. ClickUp
• Feature/Setting: Automate task list creation from template using Automations.
• Sample: Trigger on new case/task, auto-generate checklist subtasks.
3.15. BambooHR
• Feature/Setting: Automate HR-driven site-checklists for incident investigations.
• Sample: Use “Add Custom Action” or API to assign checklist to incident report.
3.16. DocuSign
• Feature/Setting: Automate checklist e-signing workflow for completed inspections.
• Sample: Create Envelope with checklist form for authenticated signature routing.
3.17. SurveyMonkey
• Feature/Setting: Automate distribution and results capture of inspection checklists.
• Sample: Use Webhooks for auto-dispatch on list update or API for form generation.
3.18. Slack
• Feature/Setting: Automate checklist notification and real-time completion updates.
• Sample: Incoming Webhook to post/checklist; Slack app for checklist tracking.
3.19. Google Sheets
• Feature/Setting: Automate checklist creation, sharing, and update logging.
• Sample: Google Apps Script with triggers (e.g., onFormSubmit, onEdit) for automation.
3.20. HubSpot
• Feature/Setting: Automate automated checklist tasks via Tickets and Workflows.
• Sample: Workflow triggers auto-create tasks or TODO lists per investigation event.

Benefits

4.1. Automates repetitive tasks and orchestrates compliant processes; reduces manual effort and human error.
4.2. Automated documentation and real-time checklist updates boost transparency and auditability.
4.3. Automated notifications and escalations speed up response, automate SLA compliance, and optimize adjuster productivity.
4.4. Enables scalable, automatable workflows for investigation teams, streamlining administrative overhead.
4.5. Automates distributed data capture, standardizes field reporting, and ensures regulatory alignment in loss adjustment.
4.6. Digitally automates retention, backup, and analytics, empowering process automation for continual improvement.