A fast-growing consultancy cut compliance errors to zero and reclaimed over 10 hours each month by automating regulatory paperwork with Make (Integromat) and Google Workspace. Learn how workflow automation ensures audit readiness—without new hires.

By connecting Make (Integromat) with Google Workspace, Flow Genius helped a consultancy automate compliance documentation, eliminating manual errors and freeing up staff time. Automated workflows collected, stored, and shared required documents, keeping the firm audit-ready and efficient.

The Challenge

Consultancies face mounting regulatory requirements as they scale. This firm’s compliance manager spent 2–3 hours each week manually collecting, filing, and verifying documentation for audits. Mistakes—like missing signatures or outdated forms—risked penalties and consumed even more time to fix. According to McKinsey (2024), 60% of compliance teams cite manual paperwork as their top productivity drain. The firm needed a solution that reduced errors, saved time, and kept them audit-ready—without expanding headcount.

The Solution

Flow Genius designed an automated workflow using Make (Integromat) and Google Workspace. The system automatically collects required documents, checks for completeness, and organizes files in shared Google Drive folders. Notifications alert staff if action is needed, and a dashboard tracks compliance status in real time. This workflow automation eliminated repetitive tasks, reduced errors, and ensured every document was audit-ready.

Implementation Steps

1. Mapped the compliance process Flow Genius worked with the consultancy to document every step, from document requests to final storage.

2. Integrated Make (Integromat) with Google Workspace Automations were set up to trigger when new compliance requests arrived via email or form submissions.

3. Automated document collection and storage Make (Integromat) routed files to designated Google Drive folders, renaming and tagging them for easy search.

4. Built automated checklists and notifications The system verified each document for required signatures and dates, alerting staff to any missing items.

5. Created a compliance dashboard A Google Sheet dashboard updated in real time, showing document status and flagging overdue items.

Results

The consultancy reduced compliance documentation errors to zero within the first month. Staff saved over 10 hours monthly on paperwork, according to internal time tracking. Audit preparation time dropped by 50%, and the firm passed its annual compliance audit with no findings. Research shows that workflow automation can cut compliance costs by up to 30% (Deloitte, 2023). The firm achieved these gains without hiring additional staff or investing in expensive new software.

Key Takeaways + CTA

Automating compliance documentation with Make (Integromat) and Google Workspace delivers immediate efficiency gains. Firms can eliminate manual errors, save valuable staff time, and stay audit-ready at all times. Ready to streamline compliance and reclaim lost hours? Contact Flow Genius for a free workflow automation assessment at https://flowgenius.ai.

FAQ

How does workflow automation reduce compliance errors? Automation ensures every step is followed, checks for missing information, and alerts staff to issues—removing human oversight risks.

Is Make (Integromat) secure for sensitive compliance data? Yes. Make (Integromat) and Google Workspace offer robust security features, including encryption and access controls.

Can this solution scale as our consultancy grows? Absolutely. Automated workflows are easily updated to handle new regulations, document types, or team members.

How quickly can we implement this automation? Most consultancies can launch a tailored workflow automation in 2–4 weeks with Flow Genius guidance.