Introduction
Global Automation Settings allow you to define how third-party assessments are triggered and managed within your TPRM program—ranging from manual to fully automated workflows. Navigate to the Settings > Third Party to access the Global Automation Settings.
Automation Modes
You can choose from three levels of automation:
Manual Mode
Best suited for teams that prefer full control over assessment workflows.
Capabilities:
Manually add third parties.
Manually assign questionnaires based on tier or criticality.
Assessments must be manually initiated and reviewed.
No automation is applied.
Partially Automated Mode
Ideal for programs that want a blend of external insight and internal assessment.
Capabilities:
Automatically pre-fill assessments using outside-in scan data.
Use pre-filled answers as a starting point before engaging vendors.
Manual follow-up required for completion.
Fully Automated Mode
Suitable for mature programs with scalable processes.
Capabilities:
Outside-in assessments pre-fill responses.
SAFE AI agents can automatically notify vendors via email.
Vendor email includes:
Number of pre-filled questions
Detected assets and related findings
Vendors can:
Manually answer remaining questions
Upload a completed assessment or compliance report (e.g., SOC 2, ISO 27001), enabling the system to auto-map answers.
Notes
While a default automation setting is applied globally, it can be overridden for individual third parties during or after onboarding.
Any change to automation settings will be applicable to only new third-party additions from the time of change