DOCUMENT OPS
Quarterly SOP Owner Attestation Roundup
Each quarter it asks every SOP owner to attest their procedures are still accurate via a tracked Airtable form, reminds non-responders, and reports who confirmed.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule opens the attestation cycle
- ActionRead SOP-and-owner roster from AirtableAirtable
- ActionEmail each owner an attestation requestOutlook
- ActionLog owner responses to Airtable attestation logAirtable
- LogicFind non-responders past grace and re-send reminder
- OutputPost confirmed/flagged/silent roundup to compliance channelSlack
What it does
Kicks off a quarterly attestation cycle: it pulls the list of SOPs and owners from Airtable, emails each owner a request to confirm their procedures are current or flag ones needing changes, logs every response back to Airtable, chases anyone who hasn't replied after a few days, and compiles a sign-off report showing confirmed, flagged, and silent owners.
When to use it
When compliance or leadership wants documented proof that SOP owners actively reviewed their procedures each quarter, rather than relying on a review-date field nobody looked at. Best for regulated teams needing an attestation trail per owner.
How it works
- 1A quarterly schedule opens the attestation cycle.
- 2The flow reads the SOP-and-owner roster from Airtable.
- 3It emails each owner an attestation request via Outlook with their assigned SOPs and a confirm/flag link.
- 4Responses are written back to the Airtable attestation log.
- 5A branch identifies owners with no response after the grace window and re-sends a reminder.
- 6A final roundup posts confirmed, flagged, and non-responder counts to the compliance Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OutlookMail, calendar, contacts.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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