Settings
Automations
Learn how to create and manage automation rules in Sprinto to automatically trigger tasks, notifications, and workflows based on defined conditions and events.
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:
- An event occurs within an entity such as vendors, policies, risks, or staff.
- Sprinto evaluates configured conditions to determine whether the automation should run.
- 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.
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.
Use cases
| Area | Use case | Example |
|---|---|---|
| Vendor management | Automate vendor follow-ups | Automatically request updated documents when vendor documents are nearing expiry |
| Risk management | Trigger notifications | Send alerts when a risk is updated or mitigated |
| Policy management | Initiate review workflows | Trigger a review task when a policy is updated |
| Compliance operations | Automate operational tasks | Create tasks for stakeholders when certain compliance events occur |
| Vendor risk monitoring | Escalate vendor risk | Trigger actions when a vendor’s criticality level changes |
| Operational workflows | Reduce manual coordination | Automatically notify teams when predefined compliance events occur |
These use cases help teams maintain consistent governance processes and reduce manual tracking.
Procedure
Step 1: Navigate to Automations
- Log in to the Sprinto dashboard.
- Navigate to Settings.
- Select Automations.
The Automations page displays a list of all existing automation rules along with their entity, trigger type, and status.
Step 2: Create a new automation
- Click Add automation.
- 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)
- Click Next.
Step 3: Configure automation evaluation
In this step, define the conditions under which the automation should run.
- Select the entity the automation will be triggered on (for example, Vendors or Policies).
- Select the related item(s) the automation should act on.
- Choose the trigger event, such as:
- Create
- Update
You can select multiple triggers if required.
- 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
- Click Next.
Step 4: Configure actions to run
Define the action Sprinto should perform when the automation is triggered.
- Click Add Action.
- Select one of the available actions:
- Create Custom Task
- Send Vendor Document Upload Request
- Send Custom Email
- Run AI Action
- Provide the required details for the selected action.
- Click Create automation.
The automation is now saved and will run automatically based on the configured triggers and rules.
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.