Automation playbook

Workflow automations

Coordinate internal processes like vendor onboarding, employee provisioning, or finance reconciliations without manual follow-up chains.

Diagram

Trigger event → Data fetch → Policy checks → Task orchestration → Stakeholder notifications → System updates

Outcomes

  • Cycle time reduced for approvals, onboarding flows, or reconciliation steps.
  • Automatic documentation of every action for auditors.
  • Real-time alerts when dependencies block downstream tasks.

Governance

Define RACI roles inside the playbook so PantherIQ knows who to notify when thresholds fail. Attach SOPs or policy IDs for deterministic escalations.

Monitoring

Throughput

Tasks closed per day, grouped by workflow type.

SLA adherence

Percent of steps completed before their SLA timer.

Exception volume

Number of runs requiring manual intervention.