Agentic workflow

Generate audit reports for data office teams using agentic workflows

Help data office teams generate audit-ready reports from workflow activity, approvals, and evidence.

Challenge

For data office teams, audit reports are painful when evidence, exceptions, and approvals are spread across systems. Rebuilding the story after the fact slows governance work.

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Workflow preview for generating data office audit reports

Workflow preview

Challenge

Where work slows down

For data office teams, audit reports are painful when evidence, exceptions, and approvals are spread across systems. Rebuilding the story after the fact slows governance work.

TextMine workflow

How TextMine helps

TextMine gathers reviewed facts, workflow history, exceptions, approvals, and source documents into reports that are ready to review, share, or submit.

Execution time
6-10 min
Estimated time saved
5-8 hrs per run
Estimated from the workflow pattern, including intake, review, routing, output generation, and downstream handoff.

Workflow design

Steps and key blocks

Each workflow page maps the business process to reusable TextMine actions, reviewers, and connected systems.

Workflow pattern

  • Start from a schedule, audit request, completed review, or selected workflow population.
  • Pull analytics metrics, reviewed document facts, approvals, and exception history.
  • Generate a report from a template or custom prompt using the latest evidence.
  • Submit the report downstream and notify stakeholders with attachments and context.

Key blocks

  • Get analytics metric, Report from template, Custom report
  • Sample population, Compare to accepted output, Send email
  • Submit to integration, Tableau export, Power BI export

See it live

See this workflow in TextMine

Book a demo to map this workflow to your documents, systems, and controls.

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