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Automations · Cybersecurity

Cybersecurity Automations

10 done-for-you automations built for the roles that keep this industry running. Book a consultation and we'll tailor any of these to your exact tools.

CISO

Security Awareness Training & Phishing Simulation Tracker

Every new employee is automatically enrolled in the security awareness training curriculum the moment they are provisioned in the HR system, and completion is tracked against a 30-day onboarding deadline. Monthly phishing simulation campaigns are automatically launched to all staff on a randomized schedule, and employees who click a simulated phishing link are immediately enrolled in a targeted micro-training without requiring the CISO to manually identify and enroll them. The CISO receives a monthly organization-wide security posture report showing training completion rates, phishing click rates by department, and trend lines, making the human risk layer of the security program measurable and manageable rather than anecdotal.

Tools Required
Security awareness platform (e.g., KnowBe4, Proofpoint Security Awareness, or Cofense)Zapier or Make.comHRIS integration (new employee auto-enrollment)Slack or email (monthly security posture report)Airtable (training completion and click rate tracker)
SOC Manager

Alert Triage, Enrichment & Incident Escalation System

When the SIEM fires an alert, this automation immediately queries threat intelligence feeds to enrich the indicator with context (known malicious IP, related threat actor, prior incident history) and assigns the enriched alert to the on-duty analyst with a priority level based on asset criticality and threat severity. Alerts that meet the escalation threshold are automatically converted into incidents, a war room channel is created in Slack, and the on-call engineer is paged. The SOC manager receives a real-time dashboard showing alert volume, analyst workload, mean time to respond, and open incident count, managing the security operations function by metrics rather than by walking the floor and asking analysts what they're working on.

Tools Required
SIEM (e.g., Splunk, Microsoft Sentinel, or IBM QRadar)Threat intelligence feed (e.g., VirusTotal API or Recorded Future)Zapier or Make.comPagerDuty (on-call escalation)Slack (incident war room and SOC dashboard)
Compliance Officer

Policy Review Cycle & Employee Attestation System

Information security policies are tracked with annual review dates, and the assigned policy owner receives a review reminder 60 days before the policy expires along with the current version for markup. Once the updated policy is approved, it is automatically distributed to all required attestors (employees, contractors, or role-specific groups) with a digital acknowledgment link and a completion deadline. The compliance officer tracks attestation completion rates in real time, and any employee who has not attested by the deadline triggers an escalation to their manager. The compliance program maintains a complete, auditable record of every policy version and every attestation without anyone maintaining a manual spreadsheet.

Tools Required
GRC platform (e.g., OneTrust, Drata, or Vanta) or JotformZapier or Make.comDocuSign or HelloSign (digital attestation)Airtable (policy version control and attestation tracker)Slack or email (manager escalation for overdue attestations)
Penetration Tester

Engagement Scoping, Rules of Engagement & Report Delivery Workflow

When a new penetration testing engagement is scoped and signed, this automation generates the Rules of Engagement document pre-populated with the agreed scope, excluded systems, testing window, and emergency contact chain, and sends it for e-signature before any testing begins. During the engagement, daily status updates are automatically sent to the client stakeholder at the agreed communication frequency. When testing concludes, the report template is pre-built with the engagement metadata, timeline, and scope, so the pen tester fills in findings rather than reformatting a document from scratch. Final report delivery triggers a remediation tracking workflow that sends each finding to the responsible technical owner with a risk-prioritized remediation timeline.

Tools Required
Jotform or DocuSign (ROE and engagement agreements)Zapier or Make.comGoogle Docs or a reporting template (pre-populated report framework)Airtable (finding and remediation tracker)Email (daily status updates and final report delivery)
Cybersecurity Sales Representative

Vulnerability Assessment Follow-Up & Proposal System

When a prospect completes a free vulnerability assessment or security posture review, this automation assembles a personalized findings brief highlighting the three most critical risks identified, sends it to the prospect within 24 hours of the assessment completion, and follows up at three days and seven days with educational content addressing each risk category. Prospects who engage with the findings brief receive a prioritized outreach from the sales rep with a customized proposal already built from the assessment data, so the rep arrives at the proposal conversation with a solution in hand, not a questionnaire. Prospects who go cold after 21 days enter a long-nurture educational sequence rather than being abandoned.

Tools Required
CRM (e.g., HubSpot or Salesforce)Assessment tool or Jotform (vulnerability assessment data collection)Zapier or Make.comOpenAI API (personalized findings brief generator)PandaDoc (customized proposal)Mailchimp or ActiveCampaign (nurture sequence)
Security Awareness Manager

Phishing Simulation & Training Assignment

On a recurring monthly schedule, this automation automatically sends simulated phishing emails to employees, and anyone who clicks is automatically enrolled in a short remedial training module due within a week. Security awareness turns from an annual lecture no one remembers into an ongoing, measurable habit tracked at the individual level.

Tools Required
KnowBe4 or ProofpointZapier or Make.comSlack or emailA learning management system
Security Analyst

Vulnerability Scan-to-Ticket Automation

When a scheduled vulnerability scan identifies a new critical or high-severity finding, this automation automatically creates a ticket in the IT team's task system with the finding's details and remediation guidance already attached. A scan report that used to sit unread in someone's inbox now becomes an assigned, tracked ticket the moment the scan completes.

Tools Required
Tenable or QualysJira or a similar ticketing systemZapier or Make.com
IT Security Administrator

Offboarded Account Access Review

This automation cross-checks the active employee list from HR against system access logs on a recurring weekly basis and automatically flags any account still active for someone who's no longer employed. A common and dangerous gap in offboarding, an ex-employee's access lingering for weeks, gets closed automatically instead of relying on IT to remember every departure.

Tools Required
An identity/access management tool (Okta or JumpCloud)BambooHR or a similar HRISZapier or Make.comSlack or email
Incident Response Lead

Client Incident Notification Draft

When a security incident affecting client data is confirmed, this automation automatically drafts the notification communication using the pre-approved template and the timeline requirements for the relevant compliance framework. The response team gets a head start with a compliant draft ready for review instead of writing one from scratch while already under pressure.

Tools Required
A document template tool (Google Docs)Zapier or Make.comSlack or email
IT Operations Manager

SSL & Domain Expiration Monitor

This automation continuously checks the expiration dates of SSL certificates and domain registrations across every client's environment and automatically alerts the team 30 days ahead of each expiration. The entirely avoidable \"certificate expired\" outage, the kind that's embarrassing precisely because it was so preventable, stops happening.

Tools Required
UptimeRobot or a certificate monitoring toolZapier or Make.comSlack or email

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