SAFE TPRM Platform

Agentic Workflows
for Third-Party Risk

Configure end-to-end vendor risk workflows that mirror your process, policies and approval paths. AI agents run the routine steps, adapt to what they find, and hand exceptions and critical decisions to your team.

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The Problem

Static processes cannot keep up with changing vendor risk

Every vendor takes the same path

Fixed processes push low-risk and critical vendors through the same steps, whatever the evidence shows.
Handoffs stall the work

Intake, tiering, assessment, issues and reassessment run as separate steps, and each one waits for someone to move it along.
Generic tools start from zero

General-purpose workflow tools do not know what a vendor, a questionnaire or a finding is, so every process has to be built by hand.
Change does not trigger action

When a vendor's risk or business context changes, nothing happens until the next scheduled review or a manual request.

How It Works

One builder for the whole vendor lifecycle

Combine triggers, business logic, AI-powered steps, automated actions and human checkpoints in a no-code workflow builder. Start from pre-built templates for onboarding, reassessment and issue management, then shape them to your program.

Workflows run continuously across the SAFE TPRM platform, so they respond as third-party risk and context change.

Explore the SAFE TPRM platform

No-code workflow builder showing event, schedule and manual trigger options

Start workflows from events, schedules or a click

Every workflow begins with a trigger, from a new request in intake and triage to a schedule or a click.

Event triggers start work the moment something happens, such as a new third-party request.
Scheduled triggers run reassessments, reminders and portfolio reviews on the cadence your policy sets.
Manual triggers let an analyst start a workflow for a specific vendor when it is needed.
Pre-built templates for onboarding, tiering, reassessment and issue management give you a working start on day one.
Describe the process you need in plain language, and AI agents draft the workflow for your approval.

Smart Tiering workflow branching vendors by inherent risk

Route each vendor by risk and context

Workflows decide the next step for each third party from its risk, business context, assessments, findings and issues.

Conditions and decision paths let you express your policy exactly.
When new information turns up, the path changes with it.
A low-risk vendor moves onto a lighter track, and a vendor with a material finding goes to deeper review.
When a new obligation lands, workflows rescope assessments, follow-ups and evidence collection across affected vendors.

Workflow run with AI questionnaire assessment, AI summary and issue creation steps

Let AI agents handle the routine steps

AI agents handle routine steps such as assessing questionnaires, reviewing responses and summarizing results.

Automated actions send assessments, create issues, update third-party records and send reminders.
You choose how much runs on its own, from manual to fully automated.
One workflow connects intake, tiering, assessment, issues, remediation and reassessment without manual handoffs.
Findings become tracked fixes in remediation and closure.

Keep people in charge of the decisions that matter

Add approvals and reviews wherever your policy requires them, so exceptions and critical risk decisions stay with your team.

Routine decisions and actions run automatically.
Every run is visible step by step, with its inputs, outputs and any errors.
Analysts can see exactly what a workflow did for a vendor and why it took that path.
Reporting shows runs, hours saved, cycle time and automated effort per vendor, making the budget case for automation over headcount.

Why SAFE

Workflows built for third-party risk

Agents that act on context

AI agents interpret context, make decisions, carry out actions and escalate exceptions without depending on predefined steps.

Risk-aware at every step

Third-party risk, business context, assessments, findings and issues decide the next action for each vendor.

Human-governed automation

Routine work runs on its own, while your team keeps control of exceptions, approvals and critical risk decisions.

Purpose-built for TPRM

Pre-built agents, actions, triggers, data models and templates speed up deployment without generic workflow customization.

Challenges this solves

Reduce Breach Exposure

Machine-Speed Defense. Measurable Results.

Instacart operationalizes enterprise-scale TPRM while reducing assessment effort.

Retail USA

Read the Full Story

The Challenge

Instacart's TPRM team managed hundreds of vendors through manual processes that slowed assessments and limited visibility. They needed a more automated, risk-based approach to scale the program.

The Results

30+ hours: of analyst work eliminated per assessment
3 weeks: to operationalize TPRM with 600+ vendors
100% vendors: assessed and monitored with zero added headcount

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Agentic Workflows
for Third-Party Risk

Static processes cannot keep up with changing vendor risk

Every vendor takes the same path

Handoffs stall the work

Generic tools start from zero

Change does not trigger action

One builder for the whole vendor lifecycle

Start workflows from events, schedules or a click

Route each vendor by risk and context

Let AI agents handle the routine steps

Keep people in charge of the decisions that matter