Professional Services Workflow AutomationPurpose
1.2. Automate checks for after-sales support, warranty claims, issue resolutions, and documentation.
1.3. Detect and alert on non-compliance events, generate compliance audit logs, and maintain records.
1.4. Integrate with diverse platforms used by customer support teams for continuous monitoring and reporting.
Trigger Conditions
2.2. Customer request for warranty or return processed.
2.3. Periodic or scheduled audit interval reached.
2.4. Policy or terms update in compliance management system.
2.5. New support agent onboarding or policy training completion detected.
Platform variants
• Feature/Setting: Process Builder or Flow—Trigger on new case, auto-check compliance fields, escalate if missing.
3.2. ServiceNow
• Feature/Setting: Workflow—Set business rules for case type, automate compliance assessment and flag non-compliance.
3.3. Zendesk
• Feature/Setting: Triggers & Automations—Run compliance checks on ticket creation/update, update tags, auto-notify supervisors.
3.4. Freshdesk
• Feature/Setting: Automations—Run rule-based compliance validation, auto-categorize issues outside policy.
3.5. Microsoft Power Automate
• Feature/Setting: Scheduled Cloud Flows—Query support records, call compliance validator APIs, send results.
3.6. Jira Service Management
• Feature/Setting: Automation Rules—On ticket action, validate field compliance, comment on breach.
3.7. Twilio
• Feature/Setting: SMS/Webhooks—Send notifications for compliance required actions or breaches.
3.8. Google Workspace
• Feature/Setting: App Script—Scan Google Sheets support logs, audit compliance fields, auto-alert.
3.9. AWS Lambda
• Feature/Setting: Function—Process export from support platform, run compliance checker script, store results in S3.
3.10. Slack
• Feature/Setting: Workflow Builder—Auto-alert compliance channel on flagged support events.
3.11. HubSpot Service Hub
• Feature/Setting: Workflows—On ticket updates, check compliance properties, notify QA manager.
3.12. Intercom
• Feature/Setting: Bots/Automations—Trigger compliance checklist after conversation closure.
3.13. Monday.com
• Feature/Setting: Automations—Check completed items for compliance field, auto-flag exceptions.
3.14. Smartsheet
• Feature/Setting: Automated Workflows—Scan support rows, validate regulatory fields, notify teams.
3.15. Okta
• Feature/Setting: Workflows—Run compliance checks on user access to support systems, auto-restrict as needed.
3.16. SharePoint
• Feature/Setting: Power Automate Flow—Audit documented customer interactions, check for compliance metadata.
3.17. Dropbox Sign (formerly HelloSign)
• Feature/Setting: Signature Requests—Automatically require compliance document sign-off for support escalation.
3.18. DocuSign
• Feature/Setting: Automated Envelopes—Trigger on support action, require e-signed compliance checksheets.
3.19. Asana
• Feature/Setting: Rules—Validate task fields for compliance keywords, auto-assign reviewer if missing.
3.20. Google Cloud Functions
• Feature/Setting: HTTP Trigger—Process compliance validation requests from support workflows, log results.
Benefits
4.2. Ensures process adherence across all support cases and agents.
4.3. Delivers real-time alerts for prompt correction of non-compliance.
4.4. Maintains detailed logs for audits, minimizing regulatory risk.
4.5. Frees support staff for complex customer-facing tasks.