Index: Risk Automation Templates
Overview
Templates are built by UpGuard and are complete end-to-end workflows. We’re creating templates for our customer’s most popular use cases and are always adding to our template library.
💡 Have an idea for a template you’d like us to build? We’re actively expanding our library! Reach out to your CSM with your use case, they'll help gather information and pass the idea to our product team.
Risk Automations template index
| Template | UpGuard platform | Apps used | What it does |
| Breach Risk AI security briefing | Breach Risk | App 1: -Slack -MS Teams App 2: -Claude -Gemini -OpenAI -Copilot |
Gain visibility on changes to vendor’s security score with AI-powered analysis. |
| Credentials breach: password reset in Google Workspace | Breach Risk | App 1: -Google Workspace App 2: -Slack |
Lock down employee credentials when they have been flagged in a credentials breach. |
| Credentials breach: password reset in Microsoft Entra | Breach Risk | App 1: -MS Entra App 2: -MS Teams |
Lock down employee credentials when they have been flagged in a credentials breach. |
| Vendor Risk AI security briefing | Vendor Risk | App 1: -Slack -MS Teams App 2: -Claude -Gemini -OpenAI -Copilot |
Gain visibility on changes to vendor’s security score with AI-powered analysis. |
| New Vendor Risk triage | Vendor Risk | Select from: -Asana -Zendesk -Jira -ServiceNow |
Automatically trigger when a new risk is detected for a monitored Vendor, triage the risk and create a ticket with remediation instructions in your preferred ticketing platform. |
| Vendor score drop summary | Vendor Risk | App 1: -Asana -Zendesk -Jira -ServiceNow App 2: -Claude -Gemini -OpenAI -Copilot |
Create a ticket with suggested next steps whenever a vendor score drops below a defined threshold. Includes an AI summary of the issue and suggested resolution steps. |