3 recipes for effortless compliance

Effortless Compliance: Revisiting a Legal Case Due to New Evidence
This recipe automates reactivating legal entities in Salesforce and reopening related matters in Google Vault when new evidence emerges. It simplifies compliance workflows, ensuring critical actions are taken without manual intervention.
How the automation works:
The automation monitors updates to legal entities in Salesforce. If the entity is marked “Inactive” and the description includes “New Evidence,” the status is updated to “Active,” and the related Google Vault matter is reopened. The compliance team is promptly notified via email with relevant details. Any errors during execution are logged in the job report for review, ensuring full transparency and operational efficiency.
Why this automation is impactful:
Reactivating legal entities and matters is vital when new evidence surfaces to ensure compliance and proper legal processing. Manual updates can be time-consuming and error-prone. Automating these processes reduces delays, minimizes risks, and improves organizational response to new developments.
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Feel free to check out the recipe here for a ready-to-use version that you can easily duplicate and implement.
Effortless Compliance: Open a legal case in Google Vault, and put users on hold to prevent data leaking.
This recipe automates creating legal matters in Google Vault for Docusign events containing “legal” or “confidential.” It streamlines compliance workflows, ensuring swift action on sensitive document events without manual effort.
How the automation works:
When a new event is created in Docusign, the recipe checks if the event contains “legal” or “confidential.” If it does, a Google Vault matter is created using the event’s value as its name and description. A corresponding legal hold is applied, leveraging the event’s creation reason as the query term. Full details of the matter and the associated account are then retrieved from Google Vault and emailed to the user. If any step encounters an error, a detailed email is sent to support for prompt resolution, ensuring transparency and reliability in the process.
Why this automation is impactful:
Monitoring sensitive events in Docusign is crucial to maintaining legal compliance and data security. Manual matter creation and data holds are prone to delays and errors. Automating this process accelerates response times, ensures accuracy, and reduces operational overhead, allowing organizations to efficiently manage their legal obligations.
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Feel free to check out the recipe here for a ready-to-use version that you can easily duplicate and implement.
Elevate Security Posture with Malware Detection and Investigation Workflow
This recipe automates the malware detection and investigation process in an AWS account. By integrating AWS Security Hub, AWS Detective, and Slack, it initiates an investigation when malware is detected, retrieves investigation details, and posts them to a Slack channel. This includes the account ID, region, investigation ID, entity ARN, entity type, severity, state, and status, ensuring comprehensive and timely communication of security incidents.
How the automation works:
This automation begins by monitoring new malware findings in AWS Security Hub. When a malware finding is detected, it searches for the most relevant graph in AWS Detective and initiates an investigation using the entity associated with the malware. The recipe then retrieves detailed information about the investigation, including the AWS account ID, region, investigation ID, entity ARN, entity type, severity, state, and status. Finally, it posts a comprehensive message to a designated Slack channel, ensuring the security team is promptly informed and can take appropriate action. This streamlined process enhances incident response by automating detection, investigation, and communication.
Why this automation is impactful:
Automating the detection and investigation of malware threats is crucial for protecting sensitive data and maintaining operational integrity. Manual processes can lead to delays or oversight, increasing the risk of data breaches and financial loss. By automating these workflows, organizations ensure timely and accurate threat detection, initiate prompt investigations, and deliver immediate notifications to security teams.
This not only reduces response times but also frees up valuable resources, allowing teams to focus on strategic security initiatives rather than repetitive monitoring tasks. This automation enhances overall security posture, ensuring critical incidents are prioritized and addressed efficiently.
Start building in Workato
Feel free to check out the recipe here for a ready-to-use version that you can easily duplicate and implement.