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Compliance Filing Automation

Manage campaign finance compliance including FEC/state filings, contribution tracking, and disclosure

Complexity: Complex | Duration: 30m+ | Category: Community/General

Tags: compliance fec campaign-finance filing disclosure

Workflow Diagram​

Steps​

Step 1: Transaction tracking​

Agent: finance

agent - Record all contributions and expenditures

Step 2: Donor verification​

Agent: compliance

agent - Ensure donor information is complete

Step 3: Limit monitoring​

Agent: compliance

agent - Track individual contribution limits

Step 4: Report preparation​

Agent: fec

specialist-agent - Compile data for FEC/state reports

Step 5: Itemization​

Agent: fec

specialist-agent - Itemize contributions and expenditures as required

Step 6: Pre​

Agent: filing review

compliance-agent - Review report for errors and omissions

Step 7: Electronic filing​

Agent: fec

specialist-agent - File reports electronically

Step 8: Confirmation​

Agent: compliance

agent - Verify successful filing receipt

Step 9: Public disclosure​

Agent: fec

specialist-agent - Monitor public disclosure of reports

Step 10: Record retention​

Agent: compliance

agent - Maintain required campaign finance records

Usage​

To execute this workflow:

/workflow community/general/compliance-filing-automation.workflow

See other workflows in this category for related automation patterns.