Automation map
A complete map of what runs on its own, what it triggers, and what still needs you.
Continuous — on every read
- Credential status derived from expiration dates.
- Employee compliance status and requirement status.
- Compliance Matrix cells and summary counts.
- Action Center items and their priority ordering.
- Dashboard metrics and report figures.
Because these are derived rather than stored, correcting a date fixes every surface at once.
Scheduled
- Expiration reminders to owners and admins at 90, 60, 30, 14, and 7 days before expiration, on the expiration day, and once afterward.
- Renewal Autopilot evaluation, creating renewal tasks for required credentials that are missing, expiring, or expired.
- Optional automatic sending of the secure renewal link, when that setting is enabled.
Triggered by an action you take
- AI extraction, when you attach a document while creating a credential.
- Portal link email, when you choose to send it.
- Renewal request email, when you send the request.
- Submission outcome email, when you approve or reject and outcome emails are enabled.
- AI briefs, explanations, and narratives, when you request them.
Always manual
- Approving or rejecting anything.
- Creating, editing, archiving, or reactivating records.
- Assigning roles, requirements, and locations.
- Sending a drafted communication.
- Plan changes and cancellation.