Settings – Automation

Overview

Here you can enable automation features:

• AI Assistent. Enable our AI Assistent to help you with various tasks in ISOPlanner.
• Control monitoring. Enable automatic control monitoring for various controls of your compliance frameworks like checking if users have their MFA enabled.
• Power Automate. Allow Power Automate to interact with ISOPlanner and build amazing workflows!
• Webhooks. Manage webhooks created by Power Automate and other applications for full insights in the integrations.

And you can manage the webhooks that Power Automate and other applications have created to listen to events that happen in ISOPlanner.

AI Assistent

This setting enables the AI ​​Assistant in ISOPlanner, which can help you with various time-saving tasks, such as creating a project document or assessing risk implications. We will never use your data to train AI models.

More information about the ISOPlanner AI Assistent

Control monitoring

Automate evidence collection for audits. From our Store, add various automations that collect evidence from other systems like Microsoft Entra ID.

More information about automated control monitoring

Power Automate

When you enable Power Automate, you can use the Power Automate Connector for ISOPlanner. You can find this Connector when you create or edit a workflow and browse for triggers and actions. There are a lot of triggers and actions available to allow you to respond to events. For example, when a risk score is higher than a certain treshold or when an incident is created. You can also perform a lot of actions like creating a new task or submit evidence for a control.

You need an admin account to grant the permissions (Read access on sites and files for SharePoint) for the ISOPlanner Service (SVC). The permissions are needed to enable the service and work with SharePoint items and files, for example for adding evidence to the library. After the permissions are granted, you can create a new workflow.

Using the ISOPlanner Power Automate Connector

Webhooks

You normally should not have to manage webhooks in ISOPlanner. They are created and deleted automatically.

A webhook is created when you choose a template (event or task) in a Power Automate trigger and save the workflow. The webhook contains the information to start the workflow. Each time a workflow is started, information is logged about this. When a workflow cannot be started – for example when the user does not have a Power Automate license anymore – the webhook becomes invalid. After 5 errors, the webhook is disabled. You can manage the webhooks within ISOPlanner on the ‘Automation’ tab at menu Administration / Settings. Here you can activate, de-activate or delete webhooks. You can also see number of properties like the last run date and number of runs and errors.

Resources

• How to work with workflows
• Using the ISOPlanner Power Automate Connector