Solutions
Routines teams hand to Convoy
Three pieces of recurring work our design partners run today. Each one rehearses safely, stops for human judgment, and leaves a record built for audit.
Access reviews
Quarterly user access review
Looks up people and their access, reconciles differences, and chases sign-offs.
Every quarter the same grind: pull the list of who can reach which systems, compare it to HR records, write up the differences, and chase everyone who has not signed off. It has to be right, and it always lands on the same few people.
Convoy runs the review end to end. It gathers both lists, notes every difference, and drafts an exception memo for each one. The memos wait at a checkpoint for a person to judge, because that judgment is the review.
- Works in:
- Identity provider, HR system, Document store, Messaging
- Budget:
- Up to $75 per run
How a run unfolds
Pull the current list of people and their accessDone
Compare against the HR system and note differencesDone
Write an exception memo for each differenceHeld for review
Each exception memo waits here for a named reviewer to sign off before the run continues.
Chase anyone who has not respondedQueued
Assemble the final review packetQueued
Vendor due diligence
Vendor due-diligence document refresh
Collects updated documents from vendors and files them where they belong.
Vendor files go stale quietly. Certificates lapse, insurance documents age out, and nobody notices until a renewal or an audit forces the question.
Convoy keeps the shelf current. It works from your vendor records, requests fresh documents, checks what comes back for completeness, and files everything where it belongs. It works the same whether your vendor records live in one CRM or another, so changing tools does not mean rebuilding the routine.
- Works in:
- CRM, Document store, Messaging
- Budget:
- Up to $40 per run
How a run unfolds
List vendors whose documents are due for refreshDone
Request updated documents from each vendorDone
Check received documents for completenessHeld for review
Documents that come back incomplete are held for a person to decide: accept, chase again, or escalate.
File documents and update vendor recordsQueued
Policy attestations
Policy attestation chase
Reminds people to confirm they have read the policies, and keeps score.
Getting a whole company to confirm they have read the updated policy is not hard work, it is just endless: reminders, tallies, and a spreadsheet someone has to keep honest.
Convoy takes the chase. It tracks who is outstanding, sends the reminders you approved, records confirmations as they arrive, and hands you a clean summary of who is still missing. In rehearsal you read every reminder before a single one is sent.
- Works in:
- Messaging, Document store
- Budget:
- Up to $30 per run
How a run unfolds
List people with outstanding attestationsDone
Send a reminder to each personHeld for review
The reminder batch waits here so a person can read the messages before any of them go out.
Record confirmations as they arriveQueued
Summarize who is still outstandingQueued
Have a routine like these?
If your team repeats careful work on a calendar, it is probably a routine. Tell us about it and we will show you how it would run.