What is an Automation?
In Whispli, an Automation is a "set-and-forget" rule that performs specific actions automatically when certain conditions are met. Think of it as a digital assistant that works 24/7 to ensure every report is handled instantly and correctly, without requiring manual intervention from an Administrator.
Automations are the engine that allows your compliance program to scale, ensuring that no report "sits" in an inbox and that the right people are notified the second a concern is raised.
How Automations Work: The "If This, Then That" Logic
Automations follow a simple logic: Trigger → Condition → Action.
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The Trigger: An event that starts the process (e.g., "A new report is submitted" or "A Case Manager sends a message").
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The Condition: A filter that must be met (e.g., "If the category is Fraud" or "If the location is New York").
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The Action: What the system does automatically (e.g., "Assign to the Finance Team" or "Send an email alert to the Head of Legal").
Common Ways to Use Automations
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Smart Routing & Assignment: Instead of an Admin manually reading and assigning every report, an automation can instantly route a "Harassment" report to the HR team and a "Bribery" report to the Legal team based on the category the informant selected.
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Priority Labeling: You can create an automation that flags a report as "High Priority" if specific keywords are detected or if a certain risk level is selected by the informant.
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Auto-Responses: You can set up the system to send an immediate, personalized message to the informant’s Safe Inbox the moment they submit, acknowledging receipt and outlining the next steps.
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Deadlines & Reminders: Automations can track the age of a case. If a report hasn't been opened within 48 hours, the system can automatically send a "nudge" notification to the assigned Case Manager or escalate it to a supervisor.
Why are Automations important?
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Speed: They eliminate the "middle man," getting the report to the investigator in seconds rather than hours.
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Consistency: They ensure every report follows the exact same process every time, which is vital for legal defensibility and audit trails.
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Conflict of Interest Protection: You can set "Exclusion" automations. For example, if a report is about the "Human Resources" department, an automation can ensure that no one from the HR team is notified or given access to that specific case.
Note: Automations are highly customizable. You can have dozens of rules running in the background, each tailored to different types of misconduct, regions, or languages.