May was one of our biggest development months yet. The theme this time was AI woven through the entire platform, paired with a major expansion of workflow automation and a fresh set of reporting pages. Here’s the full rundown.
AI Assistant: Multi-Domain Data Queries
This is the headline for May. The AI Assistant can now answer questions across your entire account: compliance, DevOps, help desk, QA, tasks, incidents, sales, contacts, calendar, and notes.
Ask natural language questions like “What is the status of our current sprint?” or “Show me overdue tickets” and get instant answers from your live data. Multi-turn conversations are supported, so you can ask follow-up questions and the AI remembers context from earlier in the conversation. The tools shown to each user respect their role permissions and enabled features, ensuring data stays properly isolated.
AI Writing Assistance for Compliance
A new AI panel lives in the compliance policy editor (look for the sparkle icon in the toolbar). Generate complete policy templates from a topic description, with sections for purpose, scope, responsibilities, and procedures. Already have content? Refine it with quick actions like Shorter, More Detail, More Formal, Simplify, and Fix Grammar, or provide custom instructions such as “Add a section about data classification levels”.
You can preview generated content before inserting it at the cursor or replacing the whole document, and responses stream in real time so you see the output as it’s written.
AI-Powered Compliance Search
Search your published policies and procedures using natural language questions. AI responses include citations that reference specific policies by name, and results are scoped exclusively to your account with multi-layer tenant isolation.
Workflow Automation, Leveled Up
Workflow automation saw its biggest expansion to date. New trigger sources arrived alongside the existing entity triggers: scheduled, time-relative, inactivity, manual, webhook, and form submission. A manual run button is now available on issue, ticket, task, lead, deal, opportunity, and contact detail pages, and webhook workflows expose rotatable signing secrets through a reveal-once dialog.
The action library grew across the board: record operations (create, update, set field, transition status, add and remove tag, change assignee, archive, and delete), notifications (email and in-app), help desk actions (create ticket, assign SLA, escalate, send canned response, add internal note), calendar and activity actions, external actions (HTTP request and generate PDF), AI actions (summarize, classify, and draft response), and control flow (branch, for-each loop, wait, and call sub-workflow).
To make all of that approachable, the visual editor gained a guided expression builder with pickers for trigger fields, related-entity fields, step outputs, loop items, and change sets, plus a filter pipeline covering upper, lower, title, date, truncate, default, json, map, take, and join. Branch and for-each editors now support adding branches, loops, sub-workflows, and actions in place.
Beyond building, workflows are now far easier to manage and trust. You can export and import workflows as portable JSON with multi-tenant rebinding, versioning captures every change with restore support, an audit log tracks who changed what, dry-run mode executes against real or synthetic entities with no side effects, and a metrics dashboard shows success rate, execution count, and average duration per workflow. A new template gallery adds ready-made automations like inbound ticket classification, a data-breach 72-hour reminder, deal-won celebration, overdue task reminders, and a weekly stale tickets digest.
New Reporting and Navigation
Four new report pages landed this month. Compliance Reports show requirements by status, controls by implementation, and overall compliance percentages. Sales Reports track deals by stage, pipeline value over time, lead conversion, and key metrics. Feedback Reports review distribution by type, status, and priority alongside submission trends. Calendar Reports visualize events by day of week, source, and trends over time.
CSV export was added to DevOps, QA, Task, and Incident reports (PDF was already available), the token search bar now powers smart filtering across report pages with “is” and “is not” support, and quick date range pills (7 Days, 30 Days, 90 Days, 1 Year) appear on every report page. Help Desk Reports moved into the main Reports section so everything lives in one place, and a new Reports permission group gives granular access control to each report type.
Compliance and Access Control
The policy attestation flow was reworked so that publishing creates attestation records for every assigned user group, version transitions are handled cleanly, and attestation thresholds are respected. Frameworks, requirements, and procedures gained soft deletes and filter indexes, attestation records are now properly account-scoped, and compliance status recalculations fire at the right moments. On the access side, permission and role services resolve assignments and edge cases more consistently, and two new permissions (“Compliance AI: Search” and “Compliance AI: Generate”) are available under Compliance and Security in role management.
Polish and Reliability
- Diagram Builder: A comprehensive round of robustness work covering more than 20 fixes, including container shape lifecycle during duplication and rotation, improved connector routing and label positioning, more reliable keyboard shortcuts, and graceful handling of rotated shapes on save.
- Email AI: Longer threads and drafts are handled without losing context, long threads are summarized smartly (recent messages kept in full, older ones condensed), and character limits were raised.
- PDF output: Cleaner layouts, consistent typography, better long-content handling, and improved tables across digests, incident reports, and record-content exports, with German and Spanish labels backfilled.
- Account activation emails: Verification and invitation emails are now queued and automatically retried up to three times, so a temporary mail provider hiccup no longer causes a silent failure. Expired setup links show a clear state with the option to request a new invitation.
- MCP server: The workflows tool was rewritten to reach parity with the console, with new resources for metrics and the template gallery, plus a long list of new operations and reference-data endpoints for AI clients.
What’s Next
We’re not slowing down. There’s more on the way across the platform. If you haven’t tried ISO Mate yet, sign up for a free 14-day trial at isomate.io. No credit card required, full access to everything from day one.
Got feedback? Reach out at support@isomate.io or use the built-in feedback portal inside the platform. Your input shapes what we build next.