Automation

Transform your compliance management with intelligent automation that creates recurring tasks automatically, ensuring nothing falls through the cracks.

What is Automation?

Automation in your compliance system allows you to set up recurring workflows that automatically create tasks at specified intervals. Instead of manually creating review tasks every month or quarter, automation handles this for you - creating tasks on schedule, assigning them to the right people, and tracking their completion.

Why Use Automation?

Save Time: Set up once, and tasks are created automatically for months or years Improve Consistency: Never forget a quarterly review or annual assessment Reduce Risk: Ensure compliance activities happen on schedule Track Health: See at a glance which automations are on track and which need attention

Key Features

Automated Task Creation

Automations create tasks automatically based on your schedule - weekly, monthly, quarterly, or custom intervals. Each task is created in advance (typically 14 days before due) so your team has time to prepare.

Flexible Scheduling

Choose from pre-configured templates for common compliance workflows, or create custom automations with your own schedules and requirements.

Health Monitoring

Track automation effectiveness with health indicators that show task completion rates and identify potential issues before they become problems.

Entity Targeting

Attach automations to controls, registries, risks, assets, vendors, or incidents - whatever needs regular attention in your compliance program.

How It Works

1. Create or Select: Choose a pre-configured automation template or create a custom one
2. Configure: Set the recurrence schedule, advance notice, and target entity
3. Attach: Link the automation to controls or other entities that need regular review
4. Monitor: Track health status and task completion through the automation dashboard
5. Adjust: Update schedules or settings as your compliance needs evolve

Three Ways to Work with Automations

1. Settings Page

Full automation management - create, edit, activate, and monitor all your automations in one place.

2. Control Status Button

Quick attachment from the workspace - when fulfilling a control, use the 3-tab dialogue to attach an automation workflow.

3. Control Detail View

View and edit automations attached to specific controls - see automation health and access settings directly from the control.

Common Use Cases

• Monthly compliance reviews - Automated reminders to review controls and documentation
• Quarterly risk assessments - Regular check-ins on identified risks
• Annual policy reviews - Ensure policies are reviewed and updated yearly
• Weekly asset registry updates - Keep your asset inventory current
• Incident follow-up tasks - Automated workflows for incident resolution

Getting Started

Ready to automate your compliance workflows? Start with these guides:

• Automation Overview - Understand how automations work
• Creating Automations - Step-by-step creation guide
• Attaching to Controls - Link automations to your controls
• Managing Automations - Edit and maintain automations
• Understanding Health Status - Monitor automation effectiveness
• Tasks and Controls - How automation tasks relate to controls
• Common Workflows - Real-world automation examples

Need Help?

If you're unsure which automation to use or how to configure it, check our Common Workflows guide for real-world examples and best practices.