Compliance workflows and Go Agents

Run any compliance process autonomously in Greenboard, from a simple sign-off to a multi-collaborator audit, with your data already in place and a finished document at the end.

Anything your program does, as a workflow

If your team does it, it can be a workflow. From an annual policy review, to a multi-collaborator audit, to a one-off investigation, Workflows automate tedious processes while always keeping a human in the loop. Firm obligations are just a start.

Custom scheduling for repeating or one-off occurrences
Ready-made workflows to start from
Granular step logic gates access on prior step completion
Go Agents automate firm processes, always for human review

Your data is already there

Workflows can pull in any data in Greenboard or on the internet. Nobody exports, collects, searches or copies anything outside of Greenboard to get the work done.

Representative requests, trades, attestations and disclosures
Messages, vendors and firm policies
Anything on the internet
And anything else in Greenboard

Powered by GreenboardGo and Go Agents

Go builds Workflows based on your firm's processes, and Go Agents, Greenboard's AI agents for compliance, automate repetitive tasks and summarize insights and flags for your team to review. Your team starts from the findings, not the raw information.

Detect patterns across hundreds of records
Sources linked to every discovery, historical or generated
Follow-up flags highlighted, with analysis ready
Humans are always in the loop

Built for how your team actually works

Work moves between assignees the way it does in real life, with handoffs, approvals, due dates, and different paths depending on what's found. Collaborators only see what they need to, never more.

Handoffs between collaborators
Approvals at any step
Assignee-specific due dates
Per-assignee visibility permissions

A record for every run

Every run ends in a document you can pull up at any point, showing what was done, what was found and who the assignee was. Findings and decisions remain documented and auditable, forever.

Every step, user input and user upload included
Who did what, and when
Findings and decisions in one place
Ready to reference in the future

Also included

Recurring and one-off workflows
Ready-made workflows
Step logic and gated steps
Handoffs, approvals and branching paths
Go Agent steps in any workflow
Sources on every output
Human review before anything is recorded
A final document for every run

Software built for a culture of compliance.

All products

Built for AI-native compliance teams.

See how your program runs on one system. Implementation is measured in weeks, not quarters.