Client security reporting pulls findings from scanning tools, requires manual writing of a risk summary, and passes through review before it reaches the client. Each step depends on someone being available, so delays and inconsistent formatting are common.
Automation gathers findings, drafts the summary and formatted report, and files and delivers it once approved. This shortens turnaround from days to hours and keeps every report consistent and on time.
The full workflow, from trigger to completion.
New scan export lands in the shared findings spreadsheet, starting the reporting cycle for that client.
Sorts findings by severity, flags changes since the last report, and drafts the plain-language summary.
Summary and findings are merged into the branded client report template automatically.
Any report containing critical or high-severity items is routed to the security lead for sign-off before sending.
Approved report is attached to the client's account record and the next reporting date is set.
Report is emailed to the client contact with a short cover note pulled from the automation's summary.
Team channel is notified the report went out, with a link to the record.
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