Compliance audits require gathering evidence from multiple systems and departments, then manually organizing and reviewing it against control requirements. Manual collection and review consume weeks and introduce gaps that surface late in the cycle.
Automation searches connected storage and email archives to identify and retrieve evidence automatically, flags missing items within, and compiles findings with full audit trails. Reports move from weeks to days.
The full workflow, from trigger to completion.
Audit cycle is initiated via email notification or calendar event. The automation platform detects the trigger and begins the workflow.
A new audit record is created with metadata including audit type, scope, deadline, and assigned team. This becomes the central hub for all evidence and findings.
The relevant audit checklist is automatically populated from a template library, customized by audit type and regulatory framework.
The automation queries connected systems (, email archives, cloud storage) to identify and retrieve evidence matching each checklist item. logs what was found and flags gaps.
Retrieved evidence is indexed, tagged, and linked to the corresponding checklist item. Duplicates are detected and removed.
Message is sent to relevant departments listing missing evidence and requesting submission by a deadline.
Once evidence is complete, the automation compiles findings, control assessments, and exceptions into a formatted report document and stores it.
Final audit report is emailed to auditors and stakeholders with a summary of findings and evidence links. Delivery is logged.
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