Audit preparation requires gathering scattered documents, indexing them, and routing them through privilege review before delivery to an auditor. Manual searching across shared drives and back-and-forth approvals often stretch a single request over several days.
An automated version scans shared drives for relevant files, builds the document index, and routes the reviewed package for sign-off automatically. This shortens turnaround from days to hours and reduces the risk of missed or misfiled documents.
The full workflow, from trigger to completion.
An audit or compliance request lands in the shared inbox and starts the workflow automatically.
The automation scans the drive for matching files, organizes them into an audit folder, and drafts the document index.
Any files the automation flags as potentially privileged are routed to an attorney for manual review before proceeding.
The reviewed package is posted to the compliance lead's channel for final approval.
Once approved, the finished package is compiled and sent securely to the requesting auditor.
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