Intelligex Logo
Intelligex Logo
Get A Consultation

AI Security, Privacy & Governance

Automating Privacy Requests from Intake to Verified Completion

4 August 2026|

A representative online retailer replaced email and spreadsheet tracking with a controlled privacy request workflow. Google Forms captures requests, Airtable tracks cases and system searches, n8n manages deadlines and approvals, and Gmail delivers reviewed communications with auditable evidence.

Tracking Policy Distribution and Employee Acknowledgment

4 August 2026|

A fictional professional services firm replaced policy-update emails and a spreadsheet with SharePoint records, Microsoft Forms acknowledgment, Power Automate workflows, and Outlook notices. The design preserves version history, assigns the correct audience, follows up on overdue responses, and retains reviewable evidence.

Automating Audit Evidence Collection with SharePoint

3 August 2026|

A fictional components manufacturer replaced spreadsheet-based audit preparation with a controlled evidence tracker. Microsoft Forms captures requests, SharePoint manages records and files, Power Automate routes reviews and deadlines, and Outlook keeps owners informed while preserving a searchable approval history.

Automating Contract Review, Signature, and Archiving

3 August 2026|

Alderwick Process Equipment replaced email-led contract coordination with a controlled workflow connecting Microsoft Forms, SharePoint, Power Automate, and DocuSign. The representative implementation captures complete requests, assigns reviewers, preserves document versions, records approvals, manages signature preparation, and archives executed agreements with searchable metadata.

Tracking Business Continuity Tests and Recovery Actions

3 August 2026|

A fictional manufacturer replaces disconnected continuity documents and spreadsheets with structured records, automated ticket routing, test tracking, evidence storage, SLA reminders, approvals, and corrective-action monitoring across Microsoft 365.

Software License Usage and Renewal Tracking with n8n

1 August 2026|

A 140-person services firm needed to identify unused software seats and act before cancellation deadlines. The implementation compares Microsoft Entra ID users with license and usage exports, maintains the license register in Google Sheets, creates review tasks through n8n, and sends controlled reminders in Slack.

Automating Incident Management and Post-Incident Reviews

1 August 2026|

A fictional manufacturer replaces chat-based incident tracking with structured forms, a central incident register, automated ownership, email notifications, corrective-action tracking, closure approval, and optional AI-assisted timeline drafting.

Automating Access Requests with Dual Approval and Expiry

31 July 2026|

A fictional consultancy replaced informal software and data-access requests with a controlled workflow connecting Microsoft Forms, Microsoft Lists, Power Automate, and Microsoft Entra ID. The system validates identities, obtains manager and data-owner approval, creates provisioning tasks, records evidence, and schedules reviews or removal.

Supplier Document Collection, Signatures, and Expiry Alerts

21 July 2026|

A fictional packaging distributor replaces scattered supplier emails and spreadsheets with structured document intake, controlled reviews, DocuSign signature requests, secure file storage, and automated expiry reminders. Airtable and Make provide a central record of requirements, submissions, approvals, exceptions, and renewal activity.

Automating Vendor Onboarding with Airtable, Forms, and Make

21 July 2026|

A growing facilities services provider replaced email-based vendor onboarding with structured intake, document collection, approval tasks, reminders, and completion evidence across Google Forms, Airtable, Make, and Gmail. The resulting workflow gave Procurement, Finance, Legal, and IT one consistent process while retaining human control over sensitive decisions.

Go to Top