Risk assessment checklist automation for each activity

Purpose

 1.1. Standardize and expedite risk assessment checklist completion for every aerial activity in adventure sports centers.
 1.2. Ensure legal and operational compliance, logging, and real-time reporting for audit and incident prevention.
 1.3. Reduce human error by automating collection, review, and escalation of safety risks prior to an activity.
 1.4. Centralize all assessment data for analytics, ongoing compliance, and insurance validation.

Trigger Conditions

 2.1. Scheduled activity created or updated in booking system/app.
 2.2. Checklist required for a unique instructor, equipment or weather change.
 2.3. Manual staff request to initiate additional assessment.
 2.4. Third-party audit review flagged as incomplete.

Platform Variants

 3.1. Salesforce
  - Feature: Flow Builder
  - Setting: Create a scheduled flow that triggers a checklist record upon event creation.

 3.2. Zapier
  - Feature: Multi-step Zap
  - Setting: “New Calendar Event” → “Checklist Record” workflow with custom fields.

 3.3. Microsoft Power Automate
  - Feature: Cloud Flow
  - Setting: Scheduled flow on trigger “New SharePoint Activity Record” to “Send Checklist Form”.

 3.4. Google Workspace
  - Feature: App Script
  - Setting: OnFormSubmit event in Google Forms to auto-email supervisors for checklist approval.

 3.5. JotForm
  - Feature: Webhook Integration
  - Setting: On form submission, send checklist data to designated risk management platform.

 3.6. Slack
  - Feature: Workflow Builder
  - Setting: Automatically DM checklist links to assigned staff when a booking is modified.

 3.7. Monday.com
  - Feature: Automation Recipe
  - Setting: On status change to “Scheduled”, assign checklist task and enforce completion before activity.

 3.8. Smartsheet
  - Feature: Automated Workflow
  - Setting: If new row is “Aerial”, prompt checklist via customized form.

 3.9. Airtable
  - Feature: Automation
  - Setting: On record update, send checklist via integrated forms to responsible individual.

 3.10. Notion
  - Feature: Database Automation
  - Setting: Trigger database page creation from updated activity entry, embed checklist template.

 3.11. Trello
  - Feature: Butler Automation
  - Setting: Card added to “Aerial Activities” list triggers checklist attachment due date.

 3.12. Asana
  - Feature: Rules
  - Setting: Task marked as “To Schedule” auto-creates checklist subtask.

 3.13. ClickUp
  - Feature: Automations
  - Setting: New activity item generates child checklist and notifies compliance officer.

 3.14. ServiceNow
  - Feature: Workflow Editor
  - Setting: Event record generates risk checklist incident for compliance action.

 3.15. DocuSign
  - Feature: PowerForms API
  - Setting: Generate digital checklist forms, send for e-signature before approval.

 3.16. Adobe Sign
  - Feature: Workflow Templates
  - Setting: Automated sending and tracking of checklist forms for staff acknowledgment.

 3.17. Box
  - Feature: Workflow Automation
  - Setting: Upload or modify checklist doc triggers notification to compliance team.

 3.18. SharePoint
  - Feature: Power Automate Integration
  - Setting: New file added in “Aerial Activities” folder triggers checklist assignment.

 3.19. ServiceTitan
  - Feature: Automations
  - Setting: On job status “Aerial Activity”, automatically require checklist completion.

 3.20. Twilio
  - Feature: Messaging API
  - Setting: Automatically SMS checklist links to on-duty staff before each shift.

Benefits

 4.1. Reduces manual effort and missed risk assessment steps before every activity.
 4.2. Ensures checklist completeness, traceability, and accountability per regulator standards.
 4.3. Enhances real-time response to compliance gaps and adverse findings.
 4.4. Streamlines audit trails for insurance, internal review, and incident follow-up.
 4.5. Improves safety culture and operational discipline across the organization.