Workflow: Intelligent automation for privacy and governance

Structure automated workflows for policies, incidents, consents, and more.
Define rules, create tasks, integrate APIs, and eliminate repetitive manual tasks.

Automate processes with customized rules.

The Privacy Tools Workflow feature allows you to create automated workflows based on predefined triggers and conditions.
By connecting actions between different modules of the platform, you reduce operational errors, speed up deliveries, and strengthen traceability.

Examples of use:

Key features

Explore the features that make this solution complete, practical, and efficient.

Customizable triggers

Trigger automatic actions based on events (e.g., policy creation, new incident, status change, etc.).

Automated actions

Create tasks, edit assets, send emails, or integrate with external APIs such as RD Station, Hubspot, Mailchimp, etc.

Execution of chained flows

It allows one flow to be executed from another, transmitting variables and results in a chained manner.

Phased management

Configure custom phases for incident handling and view their progress in real time.

Visual panel (Kanban)

Track the progress of tasks on a visual dashboard, with assigned tasks, deadlines, and status.

Ready to enable automation in your data governance?

Request a demo and see how the Workflow feature can accelerate your compliance journey.