CHATBOTS
Slack Access Recert: Quarterly Entitlement Review Nudges
On a schedule, scans the entitlement matrix for grants due for review and DMs each owner in Slack to confirm or revoke — logging every decision back to the matrix.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled quarterly recert cycle fires
- ActionQuery matrix for grants past review-due dateCoda
- ActionDM each owner a Keep/Revoke list in SlackSlack
- LogicBranch on response: refresh date or flag revoke
- OutputWrite updated review statuses back to matrixCoda
What it does
Drives periodic access recertification. On a recurring schedule the workflow pulls every active grant whose review date has passed, groups them by owner, and sends each owner a Slack message listing their reports' access with Keep/Revoke choices. Decisions are written back so the matrix stays the source of truth.
When to use it
Use it for SOC 2, ISO, or internal audit cycles where stale access is a finding waiting to happen. Run it quarterly to force a lightweight review instead of a once-a-year spreadsheet fire drill.
How it works
- 1A scheduled trigger fires at the start of each review cycle.
- 2The matrix is queried for grants past their review-due date.
- 3Rows are grouped by entitlement owner.
- 4Each owner gets a Slack DM with their list and Keep/Revoke controls.
- 5A branch records each response: keep refreshes the review date, revoke flags removal.
- 6Updated statuses are written back to the matrix for the audit trail.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect CodaDocs, packs, automations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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