--- title: "Assessment Autopilot" canonical_url: "https://www.sorena.io/solutions/assessment" source_url: "https://www.sorena.io/solutions/assessment" author: "Sorena AI" description: "Turn any source document into a structured assessment. Import regulations, control frameworks, questionnaires, or audit templates." keywords: - "assessment automation" - "compliance automation" - "SOC 2" - "ISO 27001" - "GDPR" - "HIPAA" - "CAIQ" - "OWASP SAMM" - "control frameworks" - "regulatory compliance" - "vendor questionnaires" - "audit automation" - "GRC automation" - "policy guardrails" - "evidence management" --- **[SORENA](https://www.sorena.io/)** - AI-Powered GRC Platform [Home](https://www.sorena.io/) | [Solutions](https://www.sorena.io/solutions) | [Artifacts](https://www.sorena.io/artifacts) | [About Us](https://www.sorena.io/about-us) | [Contact](https://www.sorena.io/contact) | [Portal](https://app.sorena.io) --- # Assessment Autopilot *Assessment Autopilot* | *Citations* | *Policy-Validated* ## Turn Any Document Into a Structured Assessment Drop in regulations, control frameworks, questionnaires, or audit templates. Assessment Autopilot extracts requirements, generates evidence-backed answers, and validates against your policies. **Hours, not weeks.** [Start Your First Assessment](/contact.md) | [See the 6-Step Workflow](#workflow) **Platform Screenshots:** - ![Sorena Assessment Autopilot overview with AI-driven compliance scoring](https://cdn.sorena.io/images/assessment-6.png) - ![Assessment Autopilot dashboard showing active assessments and progress](https://cdn.sorena.io/images/assessment-1.png) - ![Assessment requirement extraction with AI-generated answers](https://cdn.sorena.io/images/assessment-2.png) - ![Assessment reviewer assignment and workflow management](https://cdn.sorena.io/images/assessment-3.png) - ![Assessment policy guardrails and compliance validation](https://cdn.sorena.io/images/assessment-4.png) - ![Assessment audit-ready package export with evidence trails](https://cdn.sorena.io/images/assessment-5.png) **Contents:** - [Preview](#preview) - [Pipeline](#pipeline) - [Workflow](#workflow) - [Playbooks](#playbooks) - [Enterprise](#enterprise) - [Proof](#proof) ### SOC 2 Type II Assessment Run #847 - Completed - Finished **Documents** (3 processed): SOC2_Template.xlsx, CAIQ_v4.pdf, ISO_AnnexA.csv **Pipeline Progress** (6 of 6 Complete): Import -> Extract -> Answer -> Assign -> Policy -> Ship **Reviewer Board** | Name | Role | Items | Status | | --- | --- | --- | --- | | Alice | Privacy | 18 items | On track | | Marcus | Security | 12 items | Needs input | | Julia | Legal | 6 items | On track | **262** Questions Imported | **262** Answers Complete | **High** Confidence | **Fast** Runtime **Policy Guardrails** - [x] Information Disclosure: Pass - [ ] Risk Policy: Auto-remediated - [x] Evidence Grounding: Pass **Run Summary** (All steps complete) - Assignments resolved via NL commands - Policy guardrails closed in 2 iterations - Delivery package generated with audit log *Platform Preview* ## See the Assessment Autopilot in Action From document import to audit-ready export, experience how teams complete assessments in hours instead of weeks. *End-to-End Pipeline* ## Visualize the Assessment Flow From source documents to audit-ready artifacts, see how AI orchestrates every step with full observability. *Use the controls to zoom, pan, download, or enter fullscreen mode.* *6-Step Pipeline* ## Every Requirement to Audit Proof One orchestrated pipeline from intake to audit handoff. Every phase stays visible, controllable, and traceable. 1. **Import Documents**: Paste a URL for AI to fetch the trusted source or drag files in. Pick SOC 2, NIST, ISO, GDPR libraries so every document stays in scope. *Universal Formats + Auto Fetch Sources* > Drop in any file or paste a URL and AI will pull the trusted source, map it to the control set you pick, track every revision, and re-process it the moment the document changes. Contracts, policies, and questionnaires all follow the same lane so nothing slips scope. Metric: **Universal** formats For: Compliance, Audit, GRC 2. **Extract Requirements**: AI reads contracts, policies, or any content to extract every control or question. Each item stays linked to the original line for audit trace. *Context Parsing + Full Extraction* > Legal agreements, contracts, cybersecurity playbooks, and policies all feed the same parser. AI understands the context and extracts every control while flagging duplicates so auditors can trace each item back to its source line. Metric: **Complete** extraction For: Security, Compliance, Legal 3. **Generate Answers**: Answers combine internal docs with approved public sources while questions auto-route to the right evidence stack. *Smart Sources + Answer Selection* > No manual uploads for public info. Low-confidence answers get flagged with reason codes, routed to the right owner, and tracked until they clear. Most drafts are approved on first pass. Metric: **High** first-pass For: Sales Ops, Security, Vendor Risk 4. **Assign to Reviewers**: Type commands like assign privacy to Alice and directory lookups resolve owners without leaving chat. Bulk actions plus alerts keep reviewers aligned. *Command Assignments + Instant Routing* > Bulk actions like "unassign all answered items" work too. Reviewers get notified immediately with links back to the exact question and the evidence they need to confirm it. Metric: **Instant** routing For: Team Leads, Project Mgmt, GRC 5. **Apply Policy Guardrails**: Define policy rules for legal, privacy, and risk controls. Violations auto-fix or escalate with context. Custom rules slot in to keep every control under review. *Policy Guardrails + Custom Rules* > NDAs, data handling, and regulatory rules stay covered by your custom policies. Upload rules so niche controls run alongside your library. Most violations resolve in under three passes with full audit logs. Metric: **Policy-Aligned** outputs For: Legal, Privacy, Risk 6. **Ship Auditable Package**: Generate audit-ready packages with full evidence trails. Every response includes citations, sign-offs, and timestamps for complete traceability. *Evidence Bundle + Audit Trail* > Full evidence trails, sign-offs, timestamps, and attribution included. No manual formatting required and teams ship in hours, not weeks. Metric: **Auditable** packages For: Compliance, Auditors, Execs *Pick a Template, Ship Today* ## Finish in Minutes, Not Days Templates are playbooks, not checklists. Choose the scenario and the platform delivers the assessment, evidence matrix, and audit log in one shot. [See All Templates](/contact.md) ### Security Questionnaire Response Complete CAIQ, SIG, VSAQ, or custom questionnaires in hours. AI drafts answers with citations; you review and ship. When to use: Vendor diligence requests, customer security reviews, or partner assessments. Outputs: Completed questionnaire, Confidence scores, Gap report Buyers: Sales Engineering, Security, Vendor Risk ### Control Framework Assessment Import SOC 2, ISO 27001, NIST CSF, or CIS controls. AI generates evidence-backed narratives linked to your policies. When to use: Audit prep, certification readiness, or control gap analysis. Outputs: Control narratives, Evidence matrix, Review-ready package Buyers: Security, Compliance, GRC ### Regulatory Compliance Mapping Import GDPR, HIPAA, PCI DSS, SOX, or any regulation. AI maps obligations to your controls and finds gaps. When to use: New regulation drops, cross-border expansion, or compliance certification. Outputs: Obligation mapping, Gap analysis, Remediation plan Buyers: Compliance, Privacy, Legal ### Policy Governance Review Re-scan existing assessments against updated policies. Auto-fix violations or escalate to reviewers. When to use: Quarterly reviews, post-incident checks, M&A diligence, or policy updates. Outputs: Violation report, Updated responses, Attestation log Buyers: Legal, Compliance, Risk *Every Run Delivers* ## Three Auditable Artifacts Documentation, traceable evidence, and immutable records ship together for any auditor. - **Completed Assessment**: Shareable assessment package with citations, evidence, reviewer sign-offs, and audit trail. - All requirements addressed - Source file citations - Reviewer sign-offs - **Evidence Matrix**: Which files support which responses. Auditors ask "show me the evidence" and you have it. - Requirement-to-evidence map - Confidence scores - Gaps flagged for review - **Audit Log**: Immutable record of who did what, when, and which policies applied. SOC 2 and ISO aligned. - Timestamped actions - Policy evaluation results - Approval workflow *Automated Compliance* ## Enterprise-Grade Security & Compliance Security controls that enforce themselves. Access, audit, and policy guardrails apply automatically inside every workflow - no manual checks required. ### Inherit Security by Default Every assessment run inherits enterprise controls automatically. Your team works faster while compliance happens in the background. **Full** Audit Trail | **Zero** Manual Gates *Applies automatically in every workflow* - **Role-Based Access**: Workspace and project permissions control who can view, edit, or approve. Every action is logged with user identity. Objection handled: "Who can access our data?" - **No Duplicate Runs**: System locks each assessment in progress. If something fails, recovery resumes exactly where it stopped. Objection handled: "What if two people start the same run?" - **Immutable Audit Trail**: Every action logged with timestamps and user identity. Auditors get full traceability in one export. Objection handled: "How do we prove compliance?" - **Policy Guardrails**: Every AI answer is scanned against your policies before shipping. Violations are fixed or escalated. Objection handled: "How do we prevent leaks?" *Results* ## The Numbers Real results from teams running Assessment Autopilot. **Citations** Answers | **High** First-Pass Approval | **Automated** Policy Checks | **Auditable** Outputs - **Answers**: Every response traced to its origin document - **First-Pass Approval**: Most AI responses accepted without edits - **Policy Checks**: AI-driven loops to resolve violations automatically - **Outputs**: Full evidence trails and citations included > "We help organizations see exactly where they stand by pulling statutes, frameworks, and internal policies into one automated run that produces evidence, citations, and gap analysis." -- Sorena Team, Product + Compliance Group [Accelerate Your Assessments](/contact.md) *Get Started* ## Finish Your Next Assessment Today See it work with your own data. Book a live demo and run your first assessment free. [Run Your First Assessment Free](/contact.md) | [See Other Solutions](/solutions.md) *No credit card required - See results in your first 30-minute session* --- [Privacy Policy](https://www.sorena.io/privacy) | [Terms of Use](https://www.sorena.io/terms-of-use) | [DMCA](https://www.sorena.io/dmca) | [About Us](https://www.sorena.io/about-us) (c) 2026 Sorena AB (559573-7338). All rights reserved. Source: https://www.sorena.io/solutions/assessment