Purpose
1. Ensure timely and regular audits for regulatory, compliance, and quality assurance.
2. Automate scheduling, notifications, reminders, and follow-ups for internal and external audits.
3. Prevent missed audit deadlines and non-compliance penalties.
4. Centralize audit schedules, responsible personnel, and document storage.
Trigger Conditions
1. Creation of new audit cycle (quarterly, bi-annual, annual).
2. Regulatory update requiring immediate audit.
3. Management input of corrective action needing re-audit.
4. Pre-configured calendar recurrence (e.g., every 90 days).
5. Detection of compliance certificate approaching expiry.
Platform Variants
1. Microsoft Outlook Calendar
• Feature/Setting: Recurring event creation via Graph API — set audit appointments with email invites.
2. Google Calendar
• Feature/Setting: Insert event API with reminders and shared guest invites.
3. Slack
• Feature/Setting: Scheduled reminder via Reminder API; channel-specific prompts for audit owners.
4. Twilio SMS
• Feature/Setting: Messaging API to send SMS reminders 7, 3, and 1 days before audit date.
5. SendGrid
• Feature/Setting: Transactional email API to notify teams of upcoming audits or changes.
6. Microsoft Teams
• Feature/Setting: Channel reminder bot or scheduled message; link to audit checklist.
7. Jira
• Feature/Setting: Issue creation API for each audit, recur via automation rules for follow-up.
8. Asana
• Feature/Setting: Task creation via API with recurring automation for periodic audits.
9. Trello
• Feature/Setting: Scheduled card creation using Power-Ups and Trello API, assigned with reminders.
10. Monday.com
• Feature/Setting: Board item automation for audit tasks, using recurring timeline recipes.
11. Zendesk
• Feature/Setting: Trigger tickets for completed or missed audits, with escalation flows.
12. Salesforce
• Feature/Setting: Task/Event scheduling with automated reminders via Salesforce Scheduler API.
13. HubSpot
• Feature/Setting: Workflow automation for sending out email reminders for upcoming audits.
14. Notion
• Feature/Setting: Calendar database auto-create events, reminder integrations via API.
15. Airtable
• Feature/Setting: Automation scripting block to schedule audit records and trigger emails/SMS.
16. DocuSign
• Feature/Setting: Envelope send API for mandated audit confirmation signature requests.
17. Zapier
• Feature/Setting: Multi-step automation to connect tools (e.g., schedule in Google Calendar & notify on Slack).
18. ClickUp
• Feature/Setting: Recurring task automation, reminder notifications for audit teams.
19. Basecamp
• Feature/Setting: Schedule and To-do assignment; pinging via Campfire and email integration.
20. Smartsheet
• Feature/Setting: Sheet automation for creating, assigning, and tracking audit schedule tasks.
21. Calendly
• Feature/Setting: Scheduling links for external auditors; calendar sync and automated reminders.
22. Google Sheets
• Feature/Setting: Scripting to auto-calculate dates, trigger email/SMS notification workflows.
Benefits
1. Zero missed compliance deadlines via automated, multi-channel alerts.
2. Dramatically reduced manual admin and human error.
3. Real-time audit status visibility and centralized record trails.
4. Streamlined collaboration between compliance, QA, and external auditors.
5. Scalable audit management as business and regulation grow.
6. Custom escalation and acknowledgment flows for critical regulatory schemes.
Regulatory, Compliance & Quality