Automations overview
The principle behind ComplyNestly's automation: detect and prepare automatically, decide manually.
ComplyNestly automates detection, prioritization, and preparation. It does not automate judgment. Anything that changes the authoritative record requires a person.
Automated
- Status derivation from expiration dates, recomputed on every read.
- Prioritization of Action Center items.
- Expiration reminder emails at fixed milestones.
- Renewal task creation by Renewal Autopilot, and optionally sending the secure link.
- AI extraction, briefs, explanations, review summaries, and narratives.
Manual by design
- Approving or rejecting a renewal or submission.
- Creating and editing employees, credentials, and requirements.
- Sending an AI-drafted communication.
- Archiving or reactivating a record.
- Changing plans or cancelling a subscription.
Why the line sits there
A credential record is evidence. Automating the decision to accept evidence would mean the system asserting something no one verified, which is exactly what an auditor will challenge.