Trigger risk assessment forms at project initiation

Purpose

1. Automate initiation of comprehensive risk assessment forms for every new project in electronic engineering services to ensure early identification, documentation, and mitigation of potential risks.

2. Improve compliance, reduce manual errors, and establish an automated workflow for risk management at project kick-off.

3. Facilitate automated data collection, review, and escalation to stakeholders; automate seamless integration with project records and compliance documentation.

4. Ensure an audit-ready, automated record of all risk-related process activities from project initiation.

Trigger Conditions

1. Automate form sending when a new project record is created in the project management system.

2. Automate on project proposal approval, contract signing, or project status change to "Initiated".

3. Automate upon new client onboarding or automated detection of engineering scope document upload.

Platform Variants and Configurations

1. Salesforce

• Feature/Setting: Process Builder or Flow — automate sending a form via custom button/action on Project “New” status; configure API call to embedded form provider.
  

2. Microsoft Power Automate

• Feature/Setting: Automated cloud flow triggered by new SharePoint project item; send Microsoft Forms link via Teams/Outlook API.
  

3. Google Workspace

• Feature/Setting: Apps Script; automate risk form launch on Google Sheets row addition; email Google Forms link automatedly.
  

4. Asana

• Feature/Setting: Rules/Custom Integration; automate webhook on new project, triggers risk template task/form.
  

5. Monday.com

• Feature/Setting: Automations (“When item is created” then “send form link” via email/integrations).
  

6. Jira

• Feature/Setting: Automation Rule triggers on new project issue; call Form API or send Confluence form link.
  

7. ServiceNow

• Feature/Setting: Flow Designer “Catalog Item Request” trigger; automate risk form via workflow.
  

8. Smartsheet

• Feature/Setting: Automations “when row added”, send automated risk webform via email/action.
  

9. Zapier

• Feature/Setting: Zap trigger “new project” in any app; Action: send webform or email form link.
  

10. Typeform

• Feature/Setting: Create form; use “Webhooks” to automate send on external trigger from integrations.
  

11. HubSpot

• Feature/Setting: Automated Workflow; trigger on deal creation/stage change; auto-send form via email/embedded form.
  

12. Slack

• Feature/Setting: Workflow Builder, trigger on project channel creation; automated modal/form posted via Slack API.
  

13. Zoho Projects

• Feature/Setting: Automation Rules; trigger form delivery on project start event via Zoho Forms API.
  

14. DocuSign

• Feature/Setting: PowerForms; automate link to signer upon project initiation API event.
  

15. Trello

• Feature/Setting: Butler Automation; trigger on card with “Project” label in automated risk form email.
  

16. Airtable

• Feature/Setting: Automations “record created”, sends risk form (Airtable or external) via automated email.
  

17. ClickUp

• Feature/Setting: Automations trigger when new “Project” task created, send risk form with external link.
  

18. Notion

• Feature/Setting: API integration; automate automated form link in new project database item.
  

19. Pipedrive

• Feature/Setting: Workflow Automation; on “New Project” deal stage, send risk intake webform.
  

20. SurveyMonkey

• Feature/Setting: Scheduled API; trigger automatedly to send survey on project onboarding event.
  

21. Intercom

• Feature/Setting: Automated message; trigger automatedly via webhook when onboarding new client/project, include risk form.
  

Benefits

1. Automates risk form distribution, ensuring consistency and compliance from project outset.

2. Reduces manual work and automates repetitive processes, saving time and minimizing errors.

3. Ensures every project is risk assessed through automated rules and cross-platform automator flows.

4. Enhances auditability as every automated action is logged, creating reliable compliance trails.

5. Improves project outcomes by automatedly surfacing risks to the right stakeholders, speeding up risk mitigation.