Automations

Overview

Automations let you set up rules that run automatically when certain conditions are met. Instead of manually performing repetitive governance tasks, you define a trigger, set conditions, and choose an action. VerifyWise handles the rest.

How automations work

Each automation has 3 parts:

• Trigger: What event starts the automation (e.g., a risk is created, a policy status changes, a model is registered).
• Conditions: Optional filters that narrow when the automation fires (e.g., only for high-severity risks, only in a specific project).
• Action: What happens when the trigger fires and conditions are met (e.g., send a notification, create a task, update a field).

Creating an automation

1. Go to Automations from the sidebar.
2. Click Create automation.
3. Give it a name and description.
4. Select a trigger event from the dropdown.
5. Optionally add conditions to filter when the automation runs.
6. Choose the action to perform and configure its parameters.
7. Toggle the automation Active and click Save.

Managing automations

The automations list shows all your rules with their name, trigger, status (active or inactive), and last run time. You can toggle automations on/off without deleting them, edit their configuration, or delete them entirely.

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