Compliance reporting and audits require teams to manually gather evidence from multiple systems, compile it into spreadsheets, and format formal reports for external auditors. This process is time-consuming and error-prone, with gaps often discovered only during the audit itself.
Automation collects evidence from connected systems, maps it to compliance controls, and generates formatted reports automatically. The team reviews and approves the output, reducing manual work and catching gaps before auditors do.
The full workflow, from trigger to completion.
Workflow triggers when an audit request email arrives or a compliance deadline date is reached. The trigger captures the audit scope and deadline from the request.
The automation parses the audit scope, identifies required evidence categories, and queries connected systems for logs, access records, and configuration snapshots. pulls data, system logs, and other sources.
Automation formats all collected evidence into a structured template with standardized columns for evidence type, date, source, and control mapping. Duplicates are automatically removed.
Automation compares collected evidence against the audit checklist and flags missing items or date range gaps. Missing evidence is highlighted for manual review.
Automation creates a formatted compliance report document with narrative sections, control mappings, and embedded evidence. Report is saved as a PDF and linked in the tracking sheet.
Automation sends the completed report to auditors and internal stakeholders, with a summary of evidence collected and any flagged gaps. Notification includes a link to the tracking sheet.
When auditor feedback arrives, automation parses the email and logs follow-up requests with priority and deadline. Team is notified.
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