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Workflow rule audit and governance

Automation governance, grounded in evidence

RuleCerta gives service organizations a read-only, evidence-backed view of their workflow rules, so every change to production automation starts from verified facts.

Read-only by design. RuleCerta never writes to your platform.

RuleCerta

A clear view before every change

Review your complete rule inventory and evidence-backed findings before modifying automation in your platform.

  • Rule relationships

    Trace how workflows, events, and actions connect across audited rules.

  • Deterministic analysis

    Versioned structural checks run identically on a frozen audit snapshot.

  • Evidence on every finding

    Each finding is tied to the source configuration that produced it.

  • History and comparison

    Compare completed audits to see what is new, persistent, or no longer detected.

Read-only by designOptional AI assistanceNo customer data used to train models

Questions every automation owner should be able to answer

RuleCerta answers them with evidence you can inspect.

  • Which rules exist today, and which share duplicate names or identical structure?
  • Which enabled workflows lack actions, trigger signals, or a required schedule?
  • Which workflows compete for the same proven action target?
  • What evidence supports each finding?
  • What has changed since the last completed audit?
  • Can the results be delivered as a professional report?

A governance layer for your workflow rules

Read. Analyze. Report. Every conclusion traceable to its evidence.

Complete rule inventory

Every workflow normalized into a single model: triggers, events, conditions, actions, and target fields.

Evidence-backed findings

Structural checks identify enabled workflows without triggers, actions, or required schedules; duplicate names and content; and workflows competing for the same proven target. Each finding carries its source evidence.

Relationship map

An interactive view of how workflows, events, actions, and duplicate peers relate within an audit.

Audit history and comparison

Each audit is preserved as a fixed record. Compare audits to distinguish newly observed, persistent, and no-longer-detected findings, each with supporting evidence.

Immutable audit snapshots

Every completed audit is frozen with its analysis contract and engine versions. Later audits never rewrite earlier ones.

Professional reports

A branded PDF with an executive summary, detailed findings with evidence, and the methodology behind them, without invented severity or risk scores.

From connection to report

Four steps. Read-only throughout.

  1. 01

    Connect read-only

    Authorize a read-only provider connection with least-privilege credentials. ConnectWise PSA is a supported connector, and RuleCerta discloses exactly what it reads.

  2. 02

    Run an audit

    RuleCerta retrieves only the configuration the audit requires and freezes it as an immutable snapshot for deterministic analysis.

  3. 03

    Review findings

    Examine each finding with its evidence, understand why it was detected, and explore how rules relate.

  4. 04

    Report and track

    Download the report, retain every audit as a fixed record, and compare results over time without modifying the source system.

Deterministic detection. Optional AI assistance.

Detection is deterministic and versioned: the same environment yields the same findings, each with the evidence that produced it. AI is optional and works only on top of a completed audit, summarizing reports, explaining findings in plain language, and supporting product use. It never adds, changes, or removes a finding.

The engine detects. AI explains. Audit findings remain independent of AI assistance.

  • Versioned checks, with the engine version recorded on every audit
  • Evidence attached to every finding
  • Findings framed as items for review, never as severity or risk scores
  • AI summaries and explanations on request only
  • No customer data used to train models

Manual review vs structured RuleCerta audit

Both approaches can inspect workflow rules. RuleCerta makes the review repeatable, evidence-backed, and comparable over time — without writing to your platform.

Manual spreadsheet or console review

Useful for a one-off look, but hard to re-run consistently: coverage varies by reviewer, relationships stay implicit, and evidence is easy to lose when rules change again.

Structured read-only audit

RuleCerta freezes an authorized configuration snapshot, runs versioned structural checks, attaches source evidence to each finding, maps relationships, and preserves history for comparison.

Bring evidence to your automation decisions

Connect a read-only environment, run your first audit, and review every finding with its evidence.