Overview
The fastest way to create a workflow is to start from a template. Templates are pre-built workflow definitions that encode common automation patterns across TPRM, questionnaire management, issue tracking, and AI-driven review. After creating a workflow from a template, you customize every node, triggers, conditions, actions, and AI prompts, to match your organization’s specific requirements.
Available Templates
Template | Category | Description |
|---|---|---|
Tier-Based Third Party Onboarding | All | Automatically assigns tier, questionnaires, and review frequency based on third party attributes when a new third party is created. Uses a Switch Router to route third parties to different onboarding paths based on their tier classification. |
AI Assess Questionnaire | AI Managed | Automatically evaluates questionnaire responses using outside-in assessment data. Triggered when a questionnaire is submitted, this template combines assessment actions with AI-powered analysis. |
Scheduled Questionnaire Reassessment | AI Managed | Periodically reassesses questionnaires on a defined schedule. Uses a Schedule trigger with configurable frequency (daily, weekly, monthly, or quarterly) to keep assessments current. |
Outside-In Issue Creation | AI Managed | Automatically creates remediation issues from outside-in assessment findings when assessments are completed. Combines the Assessment Completed trigger with issue creation and notification actions. |
Scheduled Third Party Review with AI | AI Managed | A schedule-driven workflow that retrieves third parties, applies conditional logic, updates records, and uses AI Transform and AI Summary to generate structured review outputs. Demonstrates the full range of workflow capabilities. |
Intake Form AI Review | Manual | AI-powered review of uploaded intake forms. Extracts vendor metadata, validates completeness, and flags issues before onboarding — using AI Transform to parse unstructured document content into structured fields. |