A defined trigger
Choose a supported ownership, director, status, financial-filing or company-detail event. Establish which changes actually require attention.
Compliance Workflow Automation
From a recorded change
to a responsible owner.
Connect company-record events to review work. Keep rules understandable, assignments visible and decisions recorded before information reaches another system.
Ownership review workflowIllustrative example
01 · TRIGGER
Ownership change recorded
Company and source evidence attached
02 · REVIEW
Create a review case
Assign an analyst and record the question
03 · DECISION
Keep the outcome with the case
Review note, responsible owner and history
Purpose-built company intelligence
Give company changes a clear destination.
An accountable review
Create a case, assign a workspace member and use priorities, due dates and decisions to manage the queue.
A traceable handoff
Inspect webhook delivery status and retry failed delivery. A recorded event and a successfully delivered notification are different outcomes.
A practical workflow
Design the handoff around your team.
Define the trigger
Choose the event category and define the review workflow.
Create the case
Assign responsibility to a member of the workspace.
Assign the review
Review the change, evidence and unanswered questions; record the decision.
Record the outcome
Use a tested webhook destination where needed, then check the delivery history.
Evidence and operating boundaries
Keep decisions and delivery traceable.
Rules and AI do different jobs
Rules create a predictable review route. AI can assist investigation, but does not replace the approval policy.
Keep external actions explicit
The current workflow creates internal cases and supports webhook delivery. It does not automatically approve a supplier, change an ERP record or make a compliance decision.
Current operating status
Named CRM and ERP connectors are not built-in integrations. Automatic processing and email delivery report their current state on the Service status page; failed delivery remains visible in the workspace.
See a concrete deliverable
See what reaches the reviewer.
The examples use invented company records. Review how findings, supporting excerpts, gaps and proposed actions are presented.
Open a sample review Explore supported eventsYour questions
What to know before you start
Which workflows can I configure today?
The current workspace supports event-type rules that create a case and assign a member. Broader multi-step approvals and destination-specific actions must be scoped and implemented separately.
Does it update Salesforce or SAP automatically?
No dedicated connector is currently verified. A customer can integrate using supported APIs or webhooks after validating permissions, mapping and delivery.
Are decisions retained?
The existing review workflow retains prior review values and subsequent decisions. Review history provides context; it is not a certified audit or retention guarantee.
Can AI make the final decision?
CompanyDelta presents findings for review. Your organisation defines the approval authority and verifies the evidence before taking consequential action.
What happens if delivery fails?
The workspace records delivery state and attempts and supports retries. A receiving system should handle duplicate events safely; automatic processing health should be checked before relying on unattended operation.
Start with your company list
See how CompanyDelta fits your review process.
Discuss your countries, company volumes and the questions your team needs to answer.