Reporting, Analytics & CompliancePurpose
1.2. Ensure compliance across modalities (naturopathy, acupuncture, etc.) by informing practitioners of deadlines and new protocols.
1.3. Automate alerts for relevant geography, registration status, and practitioner specialties.
1.4. Reduce risks of non-compliance, fines, or suspension by maintaining up-to-date awareness.
Trigger Conditions
2.2. Scheduled regulatory revision period based on published calendars.
2.3. External compliance provider updates internal database.
2.4. Keyword match (e.g., 'deadline', 'requirement update') found in public bulletins.
2.5. Internal document or guideline is updated in company repository.
Platform Variants
• Feature: Messaging API; set up SMS with regulatory change summary to practitioners.
• Config: Use `Messages.create()` with practitioner's number and change details.
3.2. SendGrid
• Feature: Email API; configure template for regulatory notification.
• Config: `Mail.send()` with merge fields for practitioner name and change info.
3.3. Slack
• Feature: Incoming Webhooks; send alert to compliance channel.
• Config: JSON payload with summary, URL to source.
3.4. Microsoft Teams
• Feature: Connector; push card with compliance update.
• Config: Use webhook to post message with change and required actions.
3.5. Google Calendar
• Feature: Event API; schedule compliance deadline reminders.
• Config: `Calendar.events.insert()` with event title and detail link.
3.6. Zapier
• Feature: Webhook+Filter; cross-post from RSS/Email to multiple systems.
• Config: RSS trigger > filter > Slack/Email/Zapier SMS actions.
3.7. Salesforce Health Cloud
• Feature: Task Automation; auto-create follow-up tasks for practitioners.
• Config: Workflow rule: “regulatory change” triggers `Task.create()`.
3.8. DocuSign
• Feature: Envelope Notification; alert on updated compliance forms.
• Config: `Envelopes:createRecipientView()` and push alert.
3.9. Airtable
• Feature: Base Automation; list regulatory deadlines, send notification when due.
• Config: Automation: “When RECORD matches” > Send email/SMS.
3.10. Notion
• Feature: Database Reminder; tag affected practitioners, ping when policy changes.
• Config: When property changes, run Notification.
3.11. Asana
• Feature: Rules; move tasks to urgent column when regulatory updates received.
• Config: Rule: “Task contains ‘compliance’” > send notification.
3.12. Outlook
• Feature: Calendar/Email Distribution; distribute calendar event and alert digest.
• Config: `CreateEvent` or mail merge update.
3.13. HubSpot
• Feature: Workflows; trigger regulatory notification sequence.
• Config: Workflow start: compliance update entry.
3.14. Jira Service Management
• Feature: Automation Rules; create incident ticket for change review.
• Config: Rule: “Regulatory Update” creates ticket in compliance project.
3.15. Monday.com
• Feature: Integration Automations; schedule board item and ping assigned users.
• Config: “Item status changes to ‘update’” > notify.
3.16. AWS SNS
• Feature: Publish/Subscribe; push notifications to subscribed endpoints.
• Config: `sns.publish()` with regulatory update.
3.17. Google Chat
• Feature: Webhook; notify group with actionable compliance info.
• Config: POST JSON message via webhook.
3.18. Pipedrive
• Feature: Activities; create follow-up for compliance outreach.
• Config: API: `Activities.add()` with details.
3.19. Basecamp
• Feature: To-dos; add compliance alert to task list, ping assigned.
• Config: POST to To-dos endpoint with summary.
3.20. ServiceNow
• Feature: Notifications; trigger compliance workflow and reminders.
• Config: Flow Designer: new change triggers notification and task.
Benefits
4.2. Centralizes updates, reducing administrative overhead.
4.3. Enables multi-channel delivery, increasing chance of message receipt.
4.4. Automates audit trail for compliance officer review.
4.5. Minimizes manual monitoring, saving staff time and cost.