Purpose
1.2. Purpose is to automate compliance tracking, automate reminders, automate escalations, and automatedly log all communication for audits.
1.3. Automating this workflow reduces manual tracking errors, automates the workflow for regulatory documentation submission, and automates escalation protocols when deadlines approach or are missed.
1.4. Automator aims to future-proof compliance by automating integration with regulatory calendars and automating updates when regulations change.
Trigger Conditions
2.2. Automate triggers for newly published regulatory guidelines or compliance requirements.
2.3. Automatedly triggered via updates in project management or compliance tracking software when a new deadline is entered.
2.4. Automating triggers for missed deadlines, escalating via alternate channels.
Platform Variants
3.1. Twilio
- Feature/Setting: SMS API / Messaging Service; automate SMS dispatch to compliance managers; configure to use Deadline Reminder template.
3.2. SendGrid
- Feature/Setting: Transactional Email API; automate sending email alerts and escalation messages; configure Compliance Deadline Alert category.
3.3. Slack
- Feature/Setting: Incoming Webhooks; automate channel notifications, tag responsible roles; configure with deadline-specific payload.
3.4. Microsoft Teams
- Feature/Setting: Teams Connector; automated posting in compliance channels or direct messages using deadline event triggers.
3.5. Outlook Calendar
- Feature/Setting: Event Reminders API; automate calendar entry and reminders linked to compliance deadlines.
3.6. Google Calendar
- Feature/Setting: Calendar API / Automated Notifications; auto-creates compliance events and sends automated reminders.
3.7. Asana
- Feature/Setting: Tasks API; automate creation of compliance tasks with due dates and assign to teams, automate notifications.
3.8. Monday.com
- Feature/Setting: Automation Recipes; automatedly schedule reminders and notifications for compliance due dates.
3.9. Jira
- Feature/Setting: Issue Automation Rules; automate ticket creation and notifications for compliance deadlines.
3.10. Trello
- Feature/Setting: Butler Automation; automates card due-date reminders sent to compliance members.
3.11. ServiceNow
- Feature/Setting: Workflow Editor; automate compliance deadline workflows, notifications, and escalation paths.
3.12. PagerDuty
- Feature/Setting: Event Orchestration API; automate on-call notifications and escalations for missed compliance deadlines.
3.13. Freshservice
- Feature/Setting: Automation Rules; automate compliance alerts and escalation emails for approaching deadlines.
3.14. SAP SuccessFactors
- Feature/Setting: Workflow Automation; automate compliance task assessments and deadline reminders.
3.15. Salesforce
- Feature/Setting: Process Builder / Flow; automate compliance deadline reminder emails and task assignments.
3.16. HubSpot
- Feature/Setting: Workflow Automation; automate compliance alert emails to contacts associated with compliance.
3.17. Zendesk
- Feature/Setting: Triggers & Automations; automate notification tickets for compliance deadlines to relevant agents.
3.18. Mailgun
- Feature/Setting: Messages API; automate batch email notifications for compliance teams before deadlines.
3.19. Notion
- Feature/Setting: Integration API; automate compliance database reminder notifications to users.
3.20. Basecamp
- Feature/Setting: Automated Check-ins; automate recurring compliance reminders to project stakeholders.
Benefits
4.2. Minimizes manual effort and errors by automating compliance monitoring and alerting.
4.3. Ensures consistent, automated communication flow across departments.
4.4. Facilitates auditable, automated logs of all compliance notifications for future reference.
4.5. Scales as compliance requirements evolve, leveraging automation for new or updated regulations.