Policy Review Cycle & Employee Attestation System
A done-for-you cybersecurity automation built for the Compliance Officer, connecting Jotform, DocuSign, and Slack so the work below happens on its own.
What this automation does, step by step
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.
- GRC platform (e.g., OneTrust, Drata, or Vanta) or Jotform
- Zapier or Make.com
- DocuSign or HelloSign (digital attestation)
- Airtable (policy version control and attestation tracker)
- Slack or email (manager escalation for overdue attestations)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, a compliance officer has to notice problems after they've already happened, then scramble to fix them manually one at a time. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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