Tracking compliance deadlines across multiple clients and assigning work to team members is manual, fragmented, and error-prone. Deadlines slip through the cracks, confirmations arrive late, and status updates are scattered across email and chat.
Automation continuously monitors client deadlines, routes tasks to the right team members based on availability and skill, and sends proactive reminders as deadlines approach. The team always knows what is due and who is responsible.
The full workflow, from trigger to completion.
The automation checks the client deadline list daily and identifies any deadline within 14 days that is not yet marked complete.
The automation retrieves the full client record, deadline date, required documents, and assigned team member.
The automation evaluates the deadline, client complexity, and team member workload, then assigns the task to the most appropriate team member and generates a task summary.
The automation creates a new task record with the deadline, assigned owner, required documents, and status set to In Progress.
The automation sends a direct message to the assigned team member with the client name, deadline, required documents, and a link to the task record.
The automation creates a calendar event for the assigned team member with the deadline date, client name, and task details.
The automation updates a shared Google Sheet dashboard with the new task, assigned owner, deadline, and status, visible to the entire team in real time.
The automation sends a reminder notification 3 days before the deadline if the task is not yet marked complete.
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