Automated safety briefing email/SMS before project starts

Purpose

1. Ensure all aluminum welders receive mandatory safety instructions before any new project begins.

2. Reduce legal and compliance risks by verifying staff acknowledge relevant safety protocols.

3. Improve project readiness by eliminating manual communication delays and coverage gaps.

4. Provide auditable records of safety briefing distributions and staff receipt/acknowledgment.

Trigger Conditions

1. Project start date/assignment is created or updated in the project management system.

2. Approved project work order is marked as ready for resource allocation.

3. New welder or subcontractor is assigned to a project.

4. Safety regulatory update is released requiring new briefing before next project begins.

5. Manual override by compliance or safety officer.

Platform Variants

1. Twilio SMS

• Feature/Setting: SMS/Messaging API
  
• Configure: Use “Message” API; set recipient phone, sender ID, and include custom safety text on project assignment.
  

2. SendGrid

• Feature/Setting: Transactional Email API
  
• Configure: Use “Send Email” endpoint; recipient email; pre-built template triggered on new project in PM system.
  

3. Microsoft Power Automate

• Feature/Setting: Automated flow with Outlook/Teams integration
  
• Configure: Trigger on a new SharePoint list item or Teams message; send email/SMS via configured connectors.
  

4. Zapier

• Feature/Setting: Multi-stage automation
  
• Configure: Trigger (“New project”) in PM app; Action (“Send Email”/”Send SMS”) via connected messaging app.
  

5. Mailgun

• Feature/Setting: Email sending API
  
• Configure: “Messages” endpoint; automated email with embedded safety checklist on project kick-off.
  

6. Slack

• Feature/Setting: Workflows & Bots
  
• Configure: Triggered DM or channel message with safety briefing via Slack API on new project event.
  

7. Amazon SES

• Feature/Setting: Email sending REST API
  
• Configure: Programmatic email from verified sender when new assignment detected.
  

8. Plivo

• Feature/Setting: SMS API
  
• Configure: Automated SMS to staff upon project initiation; track delivery via callback URLs.
  

9. HubSpot

• Feature/Setting: Workflow automation
  
• Configure: Trigger workflow on new deal/project; send templated safety brief email using CRM email integration.
  

10. Google Workspace (Gmail API)

• Feature/Setting: Programmatic email dispatch
  
• Configure: Send safety instructions to newly assigned welder via Apps Script or API call.
  

11. Pipedream

• Feature/Setting: Workflow (SMS/email integrations)
  
• Configure: Event-initiated flows that send SMS or emails via supported integrations.
  

12. MessageBird

• Feature/Setting: Omnichannel messaging API
  
• Configure: “Send SMS” or “Send Email” endpoint; include custom variables for project details.
  

13. Salesforce

• Feature/Setting: Process Builder/Workflow Rules
  
• Configure: Auto-send email upon task/project creation with safety briefing attached.
  

14. ClickSend

• Feature/Setting: SMS/Email API
  
• Configure: Automate communication from project management trigger; track message status.
  

15. ActiveCampaign

• Feature/Setting: Automation builder
  
• Configure: Trigger sequence on contact “Project Assigned” event; send safety brief by email/SMS.
  

16. Intercom

• Feature/Setting: Engagement automation
  
• Configure: Workflow to send in-app message/SMS/email when contact linked to new project.
  

17. Notion API

• Feature/Setting: Integration trigger
  
• Configure: When new database item (project) created, trigger workflow to send briefing email/SMS.
  

18. Freshdesk

• Feature/Setting: Automation rule
  
• Configure: Custom rule to auto-send safety briefing upon “ticket” (project) creation.
  

19. Brevo (ex-Sendinblue)

• Feature/Setting: Transactional email automation
  
• Configure: Send safety instructions as transactional message when project status changes to active.
  

20. Zoho Flow

• Feature/Setting: Multi-app workflow automation
  
• Configure: Workflow starting from project management app; send notification to assigned staff.
  

Benefits

1. Reduces human error and missed communications.

2. Provides proof of compliance for audits.

3. Speeds up project onboarding and safety alignment.

4. Centralizes and automates messaging history.

5. Scales effortlessly across multiple teams and projects.