AI Workflow Generation

PartnerAlly's AI can automatically generate remediation workflows from compliance gaps and risks. This saves time and ensures comprehensive remediation plans based on industry best practices.

How AI Generation Works

When you request an AI-generated workflow:

Analysis - AI examines the gap or risk details
Context - It considers your frameworks, organization, and existing work
Planning - Creates a logical sequence of tasks
Generation - Outputs a complete workflow structure
Review - You review and customize before activating

AI-generated workflows are starting points. Always review and customize them for your specific situation before beginning work.

Generating from a Gap

Open the Gap

Navigate to the compliance gap you want to remediate.

Click "Generate Workflow"

Find the button in the gap actions or details panel.

Review AI Suggestions

The AI presents a proposed workflow with tasks.

Customize

Add, remove, or modify tasks as needed.

Create Workflow

Save the workflow and link it to the gap.

What AI Considers for Gaps

Input	How It's Used
Gap severity	Determines urgency and depth
Gap description	Informs specific tasks
Related control	Includes control-specific steps
Framework	Applies framework best practices
Gap type	Matches to remediation patterns

Generating from a Risk

Open the Risk

Navigate to the risk you want to mitigate.

Click "Generate Workflow"

Request AI workflow generation.

Select Treatment

Choose treatment approach (Mitigate, Transfer, etc.).

Review and Customize

Modify the generated workflow as needed.

Create and Link

Save and connect to the risk.

What AI Considers for Risks

Input	How It's Used
Risk severity	Sets workflow priority
Risk category	Applies category-specific remediation
Treatment type	Tailors tasks to treatment approach
Likelihood/Impact	Determines depth of mitigation

Workflow Generation Options

Complexity Level

Choose how comprehensive the workflow should be:

Level	Description
Basic	Essential tasks only, quick remediation
Standard	Balanced coverage with key steps
Comprehensive	Thorough with review and verification

Include Review Steps

Toggle whether to include:

Peer review tasks
Management approval tasks
Verification checkpoints

Time Estimate

AI can suggest task durations:

Based on typical remediation timelines
Adjustable after generation
Creates realistic due dates

Example AI-Generated Workflows

Access Control Gap

For a gap like "No documented access review process":

Workflow: Implement Access Review Process
├── Task 1: Research access review best practices
├── Task 2: Draft access review procedure
├── Task 3: Review with IT team
├── Task 4: Obtain management approval
├── Task 5: Implement review schedule
├── Task 6: Conduct first access review
├── Task 7: Document results and update procedure
└── Task 8: Link procedure as evidence

Vendor Risk

For a risk like "Third-party data breach risk":

Workflow: Vendor Security Assessment
├── Task 1: Identify all vendors with data access
├── Task 2: Develop vendor assessment questionnaire
├── Task 3: Send questionnaire to vendors
├── Task 4: Review vendor responses
├── Task 5: Conduct follow-up on concerns
├── Task 6: Document vendor risk ratings
├── Task 7: Develop mitigation for high-risk vendors
└── Task 8: Update vendor management policy

Policy Gap

For a gap like "Incident response policy incomplete":

Workflow: Update Incident Response Policy
├── Task 1: Review current policy gaps
├── Task 2: Research IR best practices
├── Task 3: Draft policy updates
├── Task 4: Review with security team
├── Task 5: Legal/compliance review
├── Task 6: Management approval
├── Task 7: Publish updated policy
└── Task 8: Communicate to staff

Customizing Generated Workflows

Adding Tasks

After generation:

Click "Add Task"
Position in the workflow
Set dependencies
Assign owner

Removing Tasks

If a task isn't relevant:

Select the task
Click "Remove"
Confirm deletion
Dependencies update automatically

Modifying Tasks

Adjust any task:

Edit title and description
Change assignee
Adjust due date
Modify dependencies

Changing Order

Rearrange tasks:

Drag on canvas
Edit dependencies
AI maintains logical flow

Review AI-generated workflows carefully. The AI doesn't know your specific organizational context, team capacity, or existing processes.

Multi-Gap Workflows

Generate workflows for multiple gaps:

Select Multiple Gaps

In the gaps list, check multiple related gaps.

Click "Generate Workflow"

Choose to create a combined workflow.

Review Combined Plan

AI creates a workflow addressing all selected gaps.

Customize and Create

Adjust and save the unified workflow.

Benefits of Combined Workflows

Reduces duplicate effort
Addresses related issues together
More efficient than separate workflows
Clearer ownership

AI Workflow Quality

What AI Does Well

Creates logical task sequences
Includes often-forgotten steps
Applies best practices
Produces consistent structure

Where Human Review Is Essential

Team capacity and assignments
Organization-specific processes
Priority among competing work
Technical implementation details

Generation Settings

Configure AI behavior:

Setting	Options
Default Complexity	Basic, Standard, Comprehensive
Include Reviews	Yes/No for approval steps
Time Estimates	Enable/disable duration suggestions
Auto-Assign	Suggest owners based on role

Access in Settings > AI Configuration.