Regulatory and certification submissions require gathering evidence from multiple project teams, verifying compliance with standards, and meeting strict deadlines. Manual coordination across email, spreadsheets, and shared drives creates delays, missed documents, and submission rejections.
Automation monitors deadlines, requests documents automatically, centralizes evidence files, and flags gaps before submission. The result is faster turnaround, zero missed deadlines, and higher first-pass approval rates.
The full workflow, from trigger to completion.
The automation platform checks the certification calendar daily for deadlines within 60 days or new requirements assigned to active projects.
The system retrieves the required evidence list for the certification and cross-references it with the project record.
Sends a templated request to the assigned project manager and team lead, listing missing documents and the deadline.
The automation tracks email replies and attachments, extracting and storing documents in a centralised folder.
Merges collected documents into a single PDF package in the required format and naming convention.
Alerts the Senior Engineer with a link to the submission package and a checklist for final approval.
Once approved, the automation submits the package via the regulatory portal API or email, logs the confirmation number, and updates with submission status and date.
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