Task & Workflow Management**Purpose**
1.2. Automate monitoring of par levels, expiration, and usage patterns, producing timely, actionable reorder notifications for staff to maintain continuous clinical readiness.
1.3. Integrate stock data with task management, vendor portals, and procurement to streamline supply chain efficiency.
**Trigger Conditions**
2.2. Item expiration date within preset warning window.
2.3. Scheduled periodic inventory audits report low levels.
2.4. Critical-use item consumed from workflow event (e.g., surgical procedure triggers consumption tracking).
**Platform Variants**
3.1. **Airtable**
- Feature: Automations → “When record matches conditions” in Inventory table; configure to trigger at low quantity.
- Example: “If ‘stock’ < 10, send webhook notification to staff email.”
3.2. **Google Sheets**
- Feature: AppScript Trigger → OnChange; scans inventory columns and sends notification via Gmail API or webhooks when threshold met.
3.3. **Microsoft Excel Online**
- Feature: Power Automate → “When a row is modified”; connect to Teams/Email notification and Orders API.
3.4. **Shopify**
- Feature: Inventory API → Create webhook on ‘inventory_levels/update’ for managed SKUs; triggers supplier order email.
3.5. **SAP Business One**
- Feature: Event Sender → Stock Level Monitoring; triggers function module for purchase requisition or vendor alert.
3.6. **Oracle NetSuite**
- Feature: Saved Search Alert → Inventory On-Hand; configure to trigger Scheduled Email or integration webhook.
3.7. **Salesforce Health Cloud**
- Feature: Flow Builder → “Record-Triggered Flow” on Medical Inventory object; route task to purchasing queue.
3.8. **Zoho Inventory**
- Feature: Webhook configuration; triggers when “stock below reorder point” event occurs and alerts via notification email/API.
3.9. **Sage Intacct**
- Feature: Order Entry Automation → Inventory Quantity Alert; send API call to procurement system.
3.10. **QuickBooks Commerce**
- Feature: Low Stock Email Alerts → configure rule for medical stock items, push to Slack/Email.
3.11. **Square Inventory**
- Feature: API → “inventory.count.updated” webhook; configured to call script for reorder alert.
3.12. **Twilio SMS**
- Feature: Programmable Messaging API; trigger SMS to supply manager when supply falls below threshold.
3.13. **SendGrid**
- Feature: Email API; auto-trigger templated alert to purchasing staff.
3.14. **Slack**
- Feature: Incoming Webhook; use Slack API to post alert to inventory channel upon trigger.
3.15. **Freshservice**
- Feature: Workflow Automator → “On Inventory Change” event; auto-create ticket for reordering.
3.16. **Jira Service Management**
- Feature: Automation Rule → “When field value changes” for Inventory Issue Type; assign new order task.
3.17. **Trello**
- Feature: Butler Automation; when card for item tagged “Low Stock”, trigger email/Slack message.
3.18. **Asana**
- Feature: Rules → “When custom field reaches value”; assign reorder task to staff.
3.19. **Notion**
- Feature: API Trigger; monitor inventory database, push alert to workspace/project.
3.20. **Amazon SNS**
- Feature: Topic notification via API when medical SKU triggers low stock event; notify subscribers for action.
3.21. **IFTTT**
- Feature: Applet monitor (e.g., Sheets, SMS, Email); link to reorder notification flow on threshold breach.
3.22. **PagerDuty**
- Feature: Custom Event Transformer; creates high-priority incident for urgent stockouts.
3.23. **Zendesk**
- Feature: Trigger; auto-create supply support ticket when inventory threshold met.
3.24. **Microsoft Teams**
- Feature: Webhook/Connector; posts automated channel message for reorder events from inventory list.
**Benefits**
4.2. Reduces manual tracking workload and human error in stock management.
4.3. Accelerates vendor ordering, shortens lead times, and improves supply chain resilience.
4.4. Enables transparent, auditable inventory and task workflow records for regulatory and compliance needs.