Knowledge Base

Learn how ISO Mate blocks passwords found in known data breaches, when the check runs, how it protects your privacy, and the password rules it enforces.

Create records across ISO Mate by describing them in plain language, with a preview and a confirmation step before anything is saved.

Ask natural language questions about your published policies and procedures in the AI Assistant My Data tab, read answers with source citations, and filter by document type.

Generate policy drafts from an instruction and refine existing text with quick actions or custom instructions, using the AI Assist panel built into the ISO Mate policy editor.

Use the AI Assistant to ask natural language questions about your live account data across compliance, DevOps, QA, tasks, incidents, and more.

A guide to the eight ISO Mate workflow trigger sources: entity events, field changes, schedules, time-relative offsets, inactivity, manual runs, webhooks, and form submissions, with the configuration each one needs.

Learn the placeholder forms and filter pipeline that let ISO Mate workflows reference trigger data, step outputs, loop items, and change sets inside action configs, branch conditions, and input mappings.

A step-by-step guide to a scheduled ISO Mate workflow that gathers recent records, summarizes them with an AI step, renders a PDF digest, and emails the attachment, plus the fastest path using the Summarize and email template.

A guide to the ISO Mate Template Gallery: browse pre-built workflows, instantiate a template with its full action tree intact, map account-specific settings, and customize before you enable.

A guide to the governance features that keep ISO Mate workflows safe and observable: versioning and restore, audit logs, dry run, metrics dashboards, execution history and retries, and portable JSON import and export.