Weekly Risk Summary Automation
Receive a dashboard summarizing all risks, including severity levels, top risks, and category breakdowns directly via email.
This workflow automates the generation and delivery of a professional Weekly Risk Summary Report, helping organizations stay updated on their risk posture every week.
Documentation
Documentation
Stay ahead of potential risks with the Weekly Risk Summary Automation Workflow. Designed for compliance, audit, and risk management teams, this workflow automatically compiles unsummarized risk entries from your risk register, transforms them into a clear and visually structured HTML report, and sends it to key stakeholders.
By eliminating manual report preparation, this workflow ensures your leadership team receives consistent, data-driven insights every week without delays or data entry errors.
Workflow Steps
- Weekly Trigger: The workflow starts automatically every Friday at 5:00 PM.
- Retrieve Risks: It pulls all unsummarized risk records from your central risk register.
- Aggregate Data: All records are combined into a single structured dataset for summarization.
- AI Summarisation: The AI agent generates a clean, dashboard-style HTML report highlighting total risks, severity counts, top risks, and category summaries.
- Date Formatting: A readable timestamp (e.g., “Week Ending 10/14/2025”) is added for report context.
- Email Delivery: The finalized report is emailed automatically to leadership and risk teams in HTML format.
- Mark as Summarised: Each risk included in the report is marked as “Summarised” in the register to prevent duplication.
Key Benefits
- Fully Hands-Free Reporting – Automates weekly risk summaries, saving hours of manual compilation work.
- Professional Presentation – Produces structured, dashboard-style HTML reports ready for immediate sharing.
- Improved Oversight – Keeps executives and teams aligned with up-to-date, consistent risk visibility.