Workflow & Task AutomationPurpose
Trigger Conditions
2.2. Payroll cycle completion
2.3. Regulatory filing deadlines release (e.g., tax quarter open date)
2.4. Receipt of incoming compliance policy updates via email/API
2.5. Completion of prerequisite tasks in a workflow management system
Platform variants
3.1. Microsoft Power Automate
- Feature/Setting: Scheduled Flow with "Recurrence" and "Create task" in Planner or Outlook Tasks; configure with recurrence frequency and target task list.
3.2. Zapier
- Feature/Setting: “Schedule by Zapier” trigger and QuickBooks/Slack/Asana action; set event timing and connect with task management app.
3.3. Asana
- Feature/Setting: Repeat Task function in Asana API or “Create recurring task” automation; set interval to payroll/audit frequency.
3.4. Monday.com
- Feature/Setting: Automations Center rule “every time period create item in board”; configure with board and item template.
3.5. Trello
- Feature/Setting: Butler automation “every [period], create card on board”; input card details for payroll/compliance checks.
3.6. Smartsheet
- Feature/Setting: Automated workflows “recurring alert/action”; trigger row creation at set intervals for tasks.
3.7. Workato
- Feature/Setting: Scheduler trigger with action to create task in accounting platforms like Xero, NetSuite; set schedule and field mapping.
3.8. Jira
- Feature/Setting: Automation Rule with “Scheduled” trigger; action “Create issue” in specified project with proper description and assignee.
3.9. QuickBooks Online
- Feature/Setting: “Recurring Transactions” for payroll and expense reviews; API Create/Update Task endpoints for reminders.
3.10. Xero
- Feature/Setting: Workflow automation “Set repeating task/Invoice” in Projects or API scheduled job.
3.11. Notion
- Feature/Setting: Database template with periodic recurrence using third-party scheduler integration; auto-add records on specified dates.
3.12. ClickUp
- Feature/Setting: “Recurring Task” native or via automation, set custom interval and assign to accountant; optional email notification.
3.13. Basecamp
- Feature/Setting: “To-do set repeats” function for cyclical compliance reviews/audit checks; select recurrence and team.
3.14. Todoist
- Feature/Setting: Natural language recurring task setup (“every last day of month: File Payroll”) with project/team assignment.
3.15. Slack
- Feature/Setting: Slack Workflow Builder “Scheduled reminder to channel/user”; set message text and timing.
3.16. Salesforce
- Feature/Setting: Workflow Rule or Flow with “Schedule-Triggered Flow” to create Task object for payroll/audit cycle.
3.17. Google Workspace (Sheets/Calendar/Tasks)
- Feature/Setting: Google Apps Script scheduled trigger to create calendar event or assign task to user group.
3.18. Wrike
- Feature/Setting: Task automations with “Template task” duplication on schedule; set custom fields for context.
3.19. MeisterTask
- Feature/Setting: “Recurring Task” automation for board; configure with desired frequency and assignee.
3.20. Airtable
- Feature/Setting: Automations using “At scheduled time” trigger; create or update records in Tasks table.
3.21. Zoho Projects
- Feature/Setting: Blueprint or Scheduler config to add recurring tasks on project calendar.
3.22. ServiceNow
- Feature/Setting: Scheduled Job feature to create “Task” records in the appropriate module.
3.23. Sage Intacct
- Feature/Setting: Scheduled Recurring Task in Projects/Workflows module; set recurrence and owner.
3.24. BambooHR
- Feature/Setting: Workflow module or API “Create recurring task” for HR audit/payroll checklist assignment.
3.25. HubSpot
- Feature/Setting: Workflow automation trigger “Based on date” or “Recurrence”; action “Create task for user”.
Benefits
4.2. Ensures regulatory compliance by preventing missed deadlines
4.3. Reduces manual entry and human error
4.4. Centralizes task tracking and documentation for audits
4.5. Frees staff for higher-value advisory and oversight work