Workflow Automation
Automate Your Compliance Workflows
Stop chasing attestations, tracking reviews in spreadsheets, and piecing together evidence. Canarie automates compliance workflows with scheduled tasks, automatic evidence capture, and complete audit trails.
Auto-Scheduling
Tasks created automatically based on defined schedules.
Smart Assignment
Tasks assigned to the right people with escalation rules.
Evidence Capture
Evidence captured automatically as work is completed.
Audit Trails
Complete audit trails showing who did what, when.
Workflow Types We Support
Policy Review Workflows
Automate policy review cycles with scheduled reviews, owner assignments, and attestation capture.
Attestation Workflows
Capture digital attestations with automated assignment, tracking, and evidence preservation.
Control Testing Workflows
Schedule and execute control testing with structured procedures and evidence capture.
Evidence Collection Workflows
Systematically collect and organize compliance evidence for examinations and audits.
Exam Preparation Workflows
Transform exam preparation from weeks of scrambling to days of organized export.
Regulatory Change Workflows
Manage regulatory changes from identification through implementation with structured workflows.
Issue Management Workflows
Track compliance issues from identification through remediation with structured workflows.
Audit Remediation Workflows
Manage audit findings from receipt through closure with evidence of corrective action.
Training Completion Workflows
Assign, track, and document compliance training completion across your organization.
Vendor Oversight Workflows
Manage vendor relationships from onboarding through ongoing monitoring and exit.
Complaint Management Workflows
Track customer complaints from intake through resolution with trend analysis.
Board Reporting Workflows
Prepare and track board compliance reporting with automated data compilation.
Payment Compliance Workflows
Automate payment compliance with workflows for ACH, wire transfers, and payment processing requirements.
How Workflow Automation Works
Define Your Workflows
Configure workflows for your compliance activities: policy reviews, attestations, control testing, and more.
Tasks Created Automatically
Canarie creates and assigns tasks based on your schedules, with reminders and escalation rules.
Evidence Captured Automatically
As tasks are completed, evidence is captured with timestamps and audit trails. No manual collection needed.
Always Exam-Ready
Export organized evidence packages whenever examiners arrive. Proof of compliance is always ready.
Automate Your Compliance Workflows
See how leading institutions execute compliance with confidence.