How to Build an AI-Powered Compliance & Audit Tool in Pickaxe?

General
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:small_blue_diamond: What I’m Trying to Achieve

I’m building a workflow automation tool where different user roles complete checklists and audits to track compliance. I want to leverage AI & automation for task generation, monitoring, and reporting.

:busts_in_silhouette: User Roles & Permissions

Different users will have role-based access:

  1. Frontline Staff → Completes assigned tasks on checklists.
  2. Supervisors → Reviews & verifies checklist completion.
  3. Administrators → Monitors compliance scores & generates reports.

Each role should only see & complete tasks assigned to them.

:memo: Key Features I Need Help With

:one: AI-Powered Checklist Generation

  • Users should describe a checklist in natural language, and AI should generate tasks based on best practices.
  • AI should suggest additional tasks based on trends & missed tasks.
  • Tasks should be editable & grouped by categories (e.g., Safety, Sanitation, Documentation).
    → How can I best structure this in Pickaxe?

:two: Automated Compliance Tracking & Alerts

  • Every completed task should be timestamped & linked to the user.
  • If compliance falls below 80%, trigger an AI-generated risk alert.
  • Daily reset → Checklists should reset automatically at midnight.
    → What’s the best way to implement automatic task resets & alert triggers?

:three: Real-Time Dashboard for Monitoring

  • Show task completion progress in a progress bar.
  • Highlight overdue tasks & high-risk areas.
  • AI should predict compliance risks based on past trends.
    → How do I display dynamic compliance scores & risk predictions in a dashboard?

:four: Reporting & Documentation (PDF & CSV Exports)

  • Users should generate daily, weekly, and monthly compliance reports.
  • Reports should auto-highlight issues and suggest corrective actions.
  • Should allow one-click export to PDF/CSV.
    → What’s the best way to set up automated reporting in Pickaxe?

:five: Role-Based Access & Permissions

  • Frontline Staff can only see & complete their assigned checklists.
  • Supervisors can review & approve tasks.
  • Administrators can see reports, compliance scores & AI insights.
    → How do I implement role-based visibility & permissions in Pickaxe?

:bulb: Any Best Practices or Pickaxe Features I Should Use?

I’d love any guidance on the best way to structure workflows in Pickaxe for real-time tracking, AI-powered automation, and reporting.

2

Hi @akuhlor I replied to your email. Let me know if you still need assistance.

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I suggest you hire one of the Pickaxe experts. Ned (who commented below) could help you create the tool.

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