# Automations

The **Automations** section in Sprinto allows organisations to automate operational workflows by defining rules that trigger actions when specific events occur.

These automations help reduce manual effort and ensure consistent execution of compliance and governance processes. When an automation is triggered, Sprinto evaluates predefined rules and executes configured actions such as creating tasks, sending notifications, or requesting documents.

Automations follow a **trigger → evaluation → action** model:

1. An event occurs within an entity such as vendors, policies, risks, or staff.
2. Sprinto evaluates configured conditions to determine whether the automation should run.
3. If the conditions are met, Sprinto performs the configured action automatically.

This capability helps teams maintain operational consistency and reduce delays caused by manual processes.

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### Features

#### Rule-based automation

Automations allow you to define rules that trigger actions when specific events occur within Sprinto entities.

#### Multi-entity support

Automations can be configured across multiple entities such as:

* People (staff requests)
* Policies
* Risks
* Vendors
* Access
* Change management
* Vulnerabilities
* Other operational modules

#### Trigger-based execution

Automations can run when specific entity events occur, such as:

* Entity created
* Entity updated

Multiple triggers can be configured for a single automation.

#### Conditional evaluation rules

You can define rules that determine whether the automation should execute. These rules can include:

* Field-based conditions
* Multiple rule groups
* Logical operators such as **AND** and **OR**
* Mathematical rules

#### Flexible scheduling

Automations can run at scheduled intervals. You can configure the interval between runs using units such as:

* Days
* Weeks
* Months

#### Action automation

Once conditions are met, Sprinto can automatically perform actions such as:

* Creating custom tasks
* Sending vendor document upload requests
* Sending custom emails
* Running AI-based actions

#### Centralised automation management

The Automations dashboard provides a central location to:

* View all automation rules
* Filter automations by entity, trigger type, or status
* Enable or disable automations
* Monitor automation activity.

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### Use cases

<table><thead><tr><th width="133.94140625">Area</th><th width="255.40625">Use case</th><th>Example</th></tr></thead><tbody><tr><td>Vendor management</td><td>Automate vendor follow-ups</td><td>Automatically request updated documents when vendor documents are nearing expiry</td></tr><tr><td>Risk management</td><td>Trigger notifications</td><td>Send alerts when a risk is updated or mitigated</td></tr><tr><td>Policy management</td><td>Initiate review workflows</td><td>Trigger a review task when a policy is updated</td></tr><tr><td>Compliance operations</td><td>Automate operational tasks</td><td>Create tasks for stakeholders when certain compliance events occur</td></tr><tr><td>Vendor risk monitoring</td><td>Escalate vendor risk</td><td>Trigger actions when a vendor’s criticality level changes</td></tr><tr><td>Operational workflows</td><td>Reduce manual coordination</td><td>Automatically notify teams when predefined compliance events occur</td></tr></tbody></table>

These use cases help teams maintain consistent governance processes and reduce manual tracking.

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### Procedure

#### Step 1: Navigate to Automations

1. Log in to the **Sprinto dashboard**.
2. Navigate to **Settings**.
3. Select **Automations**.

<figure><img src="https://3220032727-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEsyn5VMU6e0OyGjRtKgx%2Fuploads%2FFchrZykW3fNmUDmAMBjZ%2FScreenshot%202026-03-05%20at%2014.49.50.png?alt=media&#x26;token=25de8047-8db5-408f-b43d-e9d18584baa5" alt="" width="563"><figcaption></figcaption></figure>

The Automations page displays a list of all existing automation rules along with their entity, trigger type, and status.

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#### Step 2: Create a new automation

1. Click **Add automation**.
2. The **Create Automation** drawer opens.

Under **Automation details**, enter the following:

* **Automation name** – Provide a descriptive name for the automation.
* **Automation description** – Add optional context for the rule.

Under **Scheduling details**, configure how often the automation should run:

* **Interval between runs**
* **Interval unit** (Days, Weeks, or Months)

3. Click **Next**.

<figure><img src="https://3220032727-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEsyn5VMU6e0OyGjRtKgx%2Fuploads%2FrC3Vs4X5irQZdEa88viN%2FScreenshot%202026-03-05%20at%2014.50.44.png?alt=media&#x26;token=63863d9a-580c-4373-ad77-c1aee9b94344" alt="" width="563"><figcaption></figcaption></figure>

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#### Step 3: Configure automation evaluation

In this step, define the conditions under which the automation should run.

1. Select the **entity** the automation will be triggered on (for example, Vendors or Policies).
2. Select the **related item(s)** the automation should act on.
3. Choose the **trigger event**, such as:
   * **Create**
   * **Update**

You can select multiple triggers if required.

4. Configure **evaluation rules** to determine when the automation should execute.

You can:

* Add individual rules
* Add rule groups
* Combine rules using logical conditions
* Add mathematical rules

5. Click **Next**.

<figure><img src="https://3220032727-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEsyn5VMU6e0OyGjRtKgx%2Fuploads%2F3gRazkg4r6A3FQJK0ZMU%2FScreenshot%202026-03-05%20at%2014.51.51.png?alt=media&#x26;token=7be0e0a7-20f9-4c57-a2c9-30f79e3934ff" alt="" width="563"><figcaption></figcaption></figure>

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#### Step 4: Configure actions to run

Define the action Sprinto should perform when the automation is triggered.

1. Click **Add Action**.
2. Select one of the available actions:

* **Create Custom Task**
* **Send Vendor Document Upload Request**
* **Send Custom Email**
* **Run AI Action**

3. Provide the required details for the selected action.
4. Click **Create automation**.

<figure><img src="https://3220032727-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEsyn5VMU6e0OyGjRtKgx%2Fuploads%2FbDsTDf6KeRy1KayiRjOx%2FScreenshot%202026-03-05%20at%2014.53.48.png?alt=media&#x26;token=6548618b-b071-4866-9881-836bd2a4859f" alt="" width="563"><figcaption></figcaption></figure>

The automation is now saved and will run automatically based on the configured triggers and rules.

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### Summary

The **Automations** module in Sprinto enables organisations to streamline operational workflows by automating routine compliance and governance tasks.

By configuring automation rules, teams can:

* Reduce manual intervention in operational processes
* Ensure consistent execution of compliance workflows
* Automatically trigger notifications, tasks, and requests
* Improve operational efficiency across multiple Sprinto modules.

Automations allow organisations to focus on higher-value compliance activities while Sprinto handles routine operational workflows in the background.