Safety inspections are an important part of the job for a lot of industries. From construction to hospitality to retail, regular inspections help keep workers and customers safe.
The inspection and audit process can be inefficient, though, relying on physical reports that are easy to lose and hard to distribute to the people who need to see them. That's why a lot of teams have started using SafetyCulture, a project management tool specifically designed for handling safety inspections and audits.
If you use SafetyCulture (formerly known as iAuditor), you know how useful it is for hosting inspection reports, managing follow-up tasks, and organizing teams. But did you know you can automate parts of your inspection workflow and streamline the process even further?
Using the automated workflows in this article, you can make your audit and inspection process even more efficient and reliable.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Automatically upload completed audits
Once you've wrapped up a safety audit in SafetyCulture, it's important to store that file somewhere safe and secure. You could do this manually by exporting the document and adding it to your file management system, but it's easy to forget that step, which could leave you with missing documents.
With the Zaps below, you can upload completed audit reports to file management systems like Google Drive or Dropbox automatically, making sure no report goes unfiled.
Export completed SafetyCulture audits and upload to a Google Drive folder
SafetyCulture + Google Drive
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Use this automation to simplify the administration of managing completed audits. After you set it up, audit reports will be automatically exported, minimising the time spent administering completed audits in your file management system. The conducted audit will simply appear in your designated cloud storage system, leaving you more time to focus on the important work at hand.
Export newly-completed SafetyCulture audits to Dropbox
SafetyCulture + Delay by Zapier + Dropbox
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Use this automation to simplify the administration of managing completed Audits. After you set it up, audit reports will be automatically exported, minimising the time spent administering completed audits in your file management system. The conducted audit will simply appear in your designated cloud storage system, leaving you more time to focus on the important work at hand.
Export completed SafetyCulture audits and upload to a OneDrive folder
SafetyCulture + Delay by Zapier + OneDrive
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Use this automation to simplify the administration of managing completed audits. After you set it up, audit reports will be automatically exported, minimising the time spent administering completed audits in your file management system. The conducted audit will simply appear in your designated cloud storage system, leaving you more time to focus on the important work at hand.
Export completed SafetyCulture audits and upload to a Box folder
SafetyCulture + Delay by Zapier + Box
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Use this automation to simplify the administration of managing completed audits. After you set it up, audit reports will be automatically exported, minimising the time spent administering completed audits in your file management system. The conducted audit will simply appear in your designated cloud storage system, leaving you more time to focus on the important work at hand.
Assign actions across different platforms
One of SafetyCulture's most helpful features is the ability to assign actions—that is, tasks that need to be completed as you conduct an inspection. You assign the action to a member of your team, and they're notified in SafetyCulture that the action is their responsibility.
But what if the assignee misses that notification? Or what if you need to loop in someone who doesn't have a SafetyCulture account? For these reasons, it's nice to move tasks to a separate project management tool, and with the Zaps below, you can do just that.
Create new cards in Trello for new created actions in SafetyCulture
SafetyCulture + Trello
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Assigning actions in SafetyCulture helps make sure tasks from inspections get done. But what if you're working with a team that doesn't have SafetyCulture access? Or you want to show progress to other stakeholders? With this Zap, you can create new cards in Trello for each new action in SatetyCulture, giving you the flexibility to work in whichever tool you'd like.
Create a new task in ClickUp for each new action created in SafetyCulture
SafetyCulture + ClickUp
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If you're working with a team that doesn't have access to SafetyCulture, this Zap is for you. With it, you can automatically create ClickUp tasks for each new action you create in SatetyCulture, allowing you to assign tasks to other groups and get more work done.
Create new tickets in Freshdesk for new actions in SafetyCulture
SafetyCulture + Freshdesk
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Need to track the actions you assign in SafetyCulture inside of Freshdesk? With this Zap, you can automatically create new Freshdesk tickets every time an action is created in SafetyCulture, so you can track progress and loop collaborate in Freshdesk when needed.
Create Google Calendar events from newly-completed SafetyCulture audits
SafetyCulture + Google Calendar
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Sometimes you want to review every audit completed for a specific audit template. This integration between SafetyCulture by SafetyCulture and Google Calendar lets you do just that, easily. Set it up to ensure that a calendar event is created each time an audit is completed with a chosen template. You'll never miss out taking the necessary follow-up actions right after critical inspections are conducted.
Track finished audits in a spreadsheet
Sometimes, it's helpful to track finished audits in a spreadsheet to distribute and share with other members of your team. With the Zap templates below, you can create new rows in Google Sheets or Excel each time an audit is completed—allowing you to track essential information from each audit and share it with key stakeholders.
Create Google Sheet rows for new audit completions in SafetyCulture by SafetyCulture
SafetyCulture + Google Sheets
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When you have any audits completed, you'll want to log the details in a spreadsheet. This integration helps by automatically creating a row on a Google Sheet with details of any new completed audit in SafetyCulture by SafetyCulture. It's never been easier to organize your completed audit details.
Add Microsoft Excel sheet rows for new completed audits in SafetyCulture by SafetyCulture
SafetyCulture + Microsoft Excel
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When you have new audits completed, you'll want a record of them in your spreadsheet. This integration helps by automatically adding a row to a Microsoft Excel sheet when there is a new audit completed in SafetyCulture by SafeteyCulture. It's never been easier to record your completed audits.
Alert stakeholders when audits are completed
When audits are completed, there are usually stakeholders you need to notify. Drafting an email or a chat message and sending it to the appropriate people is tedious, time-consuming, and doesn't scale very well.
With the Zaps below, you can automatically let your team know, by email or a chat tool, as soon as an audit is finished. You can even attach the audit, so each stakeholder can review it as needed.
By email
Email SafetyCulture audit links and web reports
SafetyCulture + Email by Zapier
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Get the results of completed audits into the hands of your team faster than ever with this automation. After you set it up, whenever any audit is completed in SafetyCulture by SafetyCulture, Zapier will generate an audit link and a web report, emailing them to a designated recipient.
Export completed SafetyCulture audits and send via Gmail
SafetyCulture + Gmail
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Use this automation to simplify the administration of managing completed audits. After you set it up, audit reports will be automatically exported, minimising the time spent administering and emailing completed audits. The conducted audit will simply attach to an email and send by Gmail.
Export completed SafetyCulture audits and send them via Microsoft Outlook
SafetyCulture + Delay by Zapier + Microsoft Outlook
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Once an inspection is complete in SafetyCulture, stakeholders usually need to review it. With this Zap, you can automatically export the completed audit from SafetyCulture, then attach it in an email sent to everyone who needs to see it, ensuring no audits go unnoticed.
By chat
Send a channel message in Slack when an inspection is completed in SafetyCulture
SafetyCulture + Slack
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SafetyCulture makes it each to complete inspections and save them online, but manually distributing that inspection to those who need to see it is time-consuming and inefficient. With this Zap, you can send a message in Slack once an inspection is complete in SafetyCulture, and include a public link to review the inspection.
Send messages in Microsoft Teams when inspections are complete in SafetyCulture
SafetyCulture + Microsoft Teams
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Need to alert stakeholders when inspections are completed in SafetyCulture? With this Zap, you can send your team a message in Microsoft Team right when an inspection is completed and include a link to review the inspection.
Streamline your safety workflow with Zapier
SafetyCulture is an excellent tool for streamlining your audit and inspection process. With Zapier, you can make the process even smoother by automatically exporting reports, sharing them with project stakeholders, and assigning actions as needed. With these automations in place, you can focus on the high-priority work that only you can do.
This is just the start of what you can do with SafetyCulture and Zapier. Check out our App Directory to see what you can automate next.
