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AI Features

AI Workflow Generation

How AI automatically creates remediation workflows from compliance gaps.

AI Workflow Generation

PartnerAlly's AI can automatically generate remediation workflows from identified gaps. Instead of manually planning each step, AI creates a structured workflow with tasks, dependencies, and suggested assignments.

How It Works

Generation Process

Gap Analysis

AI reads the gap details, framework requirements, and related context.

Task Identification

AI determines what actions are needed to address the gap.

Workflow Structuring

Tasks are organized into a logical sequence with dependencies.

Assignment Suggestions

AI suggests who might own each task based on task type.

Workflow Creation

The complete workflow is presented for your review.

Generating a Workflow

From a Gap

Open Gap Details

Navigate to the gap you want to address.

Click "Generate Workflow"

AI begins analyzing the gap.

Review Generated Workflow

See the proposed tasks and structure.

Customize as Needed

Modify tasks, assignments, or sequence.

Save Workflow

Workflow is created and ready to execute.

From Multiple Gaps

Generate workflows that address several related gaps:

  1. Select related gaps from the gap list
  2. Click "Generate Combined Workflow"
  3. AI creates a workflow addressing all selected gaps
  4. Review and customize
  5. Save

Combining related gaps into one workflow reduces duplicate tasks and creates more efficient remediation.

What AI Generates

Task Types

AI creates various task types:

Task TypeDescriptionExample
DocumentationWrite or update policies"Draft access control policy"
ImplementationConfigure or deploy controls"Enable MFA for all users"
ValidationVerify controls work"Test backup restoration"
EvidenceGather proof of compliance"Collect access review logs"
ReviewApprove or sign-off"Management approval of policy"

Task Dependencies

AI establishes logical order:

  • Draft policy → Review policy → Approve policy
  • Implement control → Test control → Document evidence
  • Sequential vs. parallel task identification

Suggested Assignments

Based on task type, AI suggests:

  • Technical tasks → IT/Security team
  • Policy tasks → Compliance team
  • Review tasks → Management
  • (Actual assignment up to you)

Understanding Generated Workflows

Workflow Canvas

Generated workflows appear in the canvas view:

  • Visual task layout
  • Dependency arrows
  • Status indicators
  • Task details on click

Task Details

Each generated task includes:

  • Title describing the action
  • Description with guidance
  • Suggested assignee type
  • Estimated effort (where applicable)
  • Related gap reference

Customizing Generated Workflows

Editing Tasks

After generation, modify:

  • Task titles and descriptions
  • Assignees
  • Due dates
  • Priority levels
  • Dependencies

Adding Tasks

AI may miss organization-specific steps:

  1. Click "Add Task" in the workflow
  2. Position in the sequence
  3. Set dependencies
  4. Fill in details

Removing Tasks

If AI added unnecessary tasks:

  1. Click the task
  2. Select "Delete"
  3. Dependencies auto-adjust

Reordering

Change task sequence:

  1. Drag tasks in the canvas
  2. Or edit dependencies directly
  3. Review logical flow

AI Reasoning

Understanding Suggestions

AI explains why it created each task:

  • Framework requirement addressed
  • Common remediation patterns
  • Industry best practices
  • Gap specifics

Viewing Reasoning

In task details, see:

  • "This task addresses [requirement]"
  • "Common approach for [gap type]"
  • "Prerequisite for [next task]"

Quality of Generated Workflows

Factors Affecting Quality

Better generation with:

  • Detailed gap descriptions
  • Clear framework requirements
  • Complete document context
  • Specific control objectives

Typical Accuracy

AI-generated workflows are:

  • Good starting points
  • May need customization
  • Better with clear gaps
  • Improved over time

Always review generated workflows. AI provides a starting point, but your organization's context determines the right approach.

Best Practices

Before Generating

  1. Ensure gap has good description
  2. Verify framework context is correct
  3. Consider related gaps
  4. Know your team structure

After Generating

  1. Review every task
  2. Adjust for your context
  3. Set realistic timelines
  4. Assign to real people
  5. Add missing steps

Common Customizations

Things you'll often adjust:

  • Specific tool/system names
  • Your approval process
  • Your team structure
  • Organization-specific requirements
  • Timeline expectations

Workflow Templates

AI vs. Templates

FeatureAI GenerationTemplates
CustomizationHigh (per gap)Fixed structure
Context awarenessConsiders your gapGeneric
SpeedSecondsInstant
ConsistencyVariesConsistent

Using Both

You can:

  • Generate with AI first
  • Save as template
  • Modify template over time
  • Use template for similar gaps

Limitations

What AI May Not Know

AI lacks context about:

  • Your specific tools and systems
  • Internal approval processes
  • Team expertise and availability
  • Organizational politics
  • Budget constraints

When Manual is Better

Consider manual workflow creation for:

  • Highly custom requirements
  • Sensitive or complex situations
  • When templates exist
  • Very simple single-task fixes

Regeneration

Starting Over

If the generated workflow isn't helpful:

  1. Delete the workflow (if saved)
  2. Update gap description
  3. Add more context
  4. Generate again

Iterating

Or modify iteratively:

  • Keep useful tasks
  • Add what's missing
  • Remove unnecessary items
  • Adjust dependencies

Common Questions

How long does generation take?

Usually 10-30 seconds, depending on gap complexity and context.

Can I generate multiple workflows at once?

Generate one at a time, but you can queue multiple gap selections.

Will regeneration give the same result?

Similar but may vary slightly. AI considers current context each time.

Does AI learn from my changes?

Not directly, but your documents and patterns inform future generations.

Can I prevent certain task types?

Not currently. Edit out unwanted tasks after generation.

Next Steps

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