Integrations

Automations

Set up trigger-condition-action rules to automate repetitive governance tasks.

Overview

Automations let you set up rules that run when certain conditions are met. Instead of doing repetitive governance tasks by hand, 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 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 and off without deleting them, edit their configuration or remove them entirely.

Start simple
Begin with a single automation for your most common manual task. Once you see it working, add conditions and create more. Overcomplicating automations early makes them harder to debug.

Who can do what

ActionRequired role
View automationsAny authenticated user
Create, edit or delete automationsAdmin
Toggle automations on/offAdmin
PreviousAPI access
NextPlugins & marketplace
Automations - Integrations - VerifyWise User Guide