Organizes compliance work and audit preparation by tracking controls, responsible people, evidence, and deadlines. Produces status dashboards, gap analyses, audit checklists, and evidence collection plans for frameworks such as SOC 2 and ISO 27001.
Track compliance requirements and audit readiness. Trigger with "compliance", "audit prep", "SOC 2", "ISO 27001", "GDPR", "regulatory requirement", or when the user needs help tracking, preparing for, or documenting compliance activities.
Review the instructions the agent will receive before you install.
Help track compliance requirements, prepare for audits, and maintain regulatory readiness.
| Framework | Focus | Key Requirements |
|---|---|---|
| SOC 2 | Service organizations | Security, availability, processing integrity, confidentiality, privacy |
| ISO 27001 | Information security | Risk assessment, security controls, continuous improvement |
| GDPR | Data privacy (EU) | Consent, data rights, breach notification, DPO |
| HIPAA | Healthcare data (US) | PHI protection, access controls, audit trails |
| PCI DSS | Payment card data | Encryption, access control, vulnerability management |
Produce compliance status dashboards, gap analyses, audit prep checklists, and evidence collection plans.
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Review a design or web page against WCAG 2.1 AA, an accessibility standard. Organize findings on contrast, keyboard access, forms, and screen reader behavior, with severity levels and practical recommendations for fixes.
Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.
Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.