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Route Data Access Exceptions
Email access exceptions to reviewers and record the assignment
Use this Agent instantly or customize it - no programming needed
- data access exception requestdata access exception request
Your submitted form provides the request details and a link to the case.
- authorized reviewer mapauthorized reviewer map
Your classification map names the person authorized to decide each type of request.
Your request form holds each request and shows its reviewer and routing status.
- missing details emailmissing details email
Your requester gets an email naming the exact answers they need to add.
- Needs details statusNeeds details status
Your form shows Needs details when required answers are missing.
Your email service sends decision requests and routing alerts to the right people.
- routing review emailrouting review email
Your security coordinator gets an email when the classification has no mapped reviewer.
- Needs routing review statusNeeds routing review status
Your form shows Needs routing review when no authorized reviewer is mapped.
- email failure alertemail failure alert
Your security coordinator gets an alert if the reviewer email fails.
- decision request emaildecision request email
Your reviewer gets the access request, business purpose, duration, and secure form link.
- review assignmentreview assignment
Your form names the reviewer and shows Awaiting approval after the email sends.
This Agent waits for a new data access exception request. It checks the form and your reviewer map. It emails the reviewer and shows their name on the request.
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GmailUsed as:
- Email service
Gmail sends decision requests and routing alerts to the right people.
Google DriveUsed as:
- Request form
Google Drive holds each request and shows its reviewer and routing status.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook sends decision requests and routing alerts to the right people.
AirtableUsed as:
- Request form
Airtable holds each request and shows its reviewer and routing status.
monday.comUsed as:
- Request form
monday.com holds each request and shows its reviewer and routing status.
ZoomUsed as:
- Email service
Zoom sends decision requests and routing alerts to the right people.
BrevoUsed as:
- Email service
Brevo sends decision requests and routing alerts to the right people.
Google ContactsUsed as:
- Request form
Google Contacts holds each request and shows its reviewer and routing status.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 sends decision requests and routing alerts to the right people.
ClickSend SMSUsed as:
- Email service
ClickSend SMS sends decision requests and routing alerts to the right people.
KeapUsed as:
- Email service
Keap sends decision requests and routing alerts to the right people.
SendGridUsed as:
- Email service
SendGrid sends decision requests and routing alerts to the right people.
Zoho MailUsed as:
- Email service
Zoho Mail sends decision requests and routing alerts to the right people.
Ninja FormsUsed as:
- Request form
Ninja Forms holds each request and shows its reviewer and routing status.
ServiceM8Used as:
- Email service
ServiceM8 sends decision requests and routing alerts to the right people.
PodioUsed as:
- Request form
Podio holds each request and shows its reviewer and routing status.
Campaign MonitorUsed as:
- Email service
Campaign Monitor sends decision requests and routing alerts to the right people.
GetResponseUsed as:
- Email service
GetResponse sends decision requests and routing alerts to the right people.
FormstackUsed as:
- Request form
Formstack holds each request and shows its reviewer and routing status.
MailgunUsed as:
- Email service
Mailgun sends decision requests and routing alerts to the right people.
MailjetUsed as:
- Email service
Mailjet sends decision requests and routing alerts to the right people.
lemlistUsed as:
- Email service
lemlist sends decision requests and routing alerts to the right people.
OneSignalUsed as:
- Email service
OneSignal sends decision requests and routing alerts to the right people.
SuperchatUsed as:
- Email service
Superchat sends decision requests and routing alerts to the right people.
ActiveCampaign PostmarkUsed as:
- Email service
ActiveCampaign Postmark sends decision requests and routing alerts to the right people.
Mailchimp TransactionalUsed as:
- Email service
Mailchimp Transactional sends decision requests and routing alerts to the right people.
Microsoft ExchangeUsed as:
- Email service
Microsoft Exchange sends decision requests and routing alerts to the right people.
SenderUsed as:
- Email service
Sender sends decision requests and routing alerts to the right people.
KintoneUsed as:
- Request form
Kintone holds each request and shows its reviewer and routing status.
Made for your industry
Route Data Access Exceptions is made for businesses in these industries.
- Software
Send customer data access exceptions to authorized reviewers.
Show all Agents for the Software industry - IT Services
Route client data access exceptions to designated reviewers.
Show all Agents for the IT Services industry - Financial Services
Route account data access exceptions to authorized reviewers.
Show all Agents for the Financial Services industry - Healthcare
Send patient data access exceptions to the right reviewer.
Show all Agents for the Healthcare industry - Government
Route agency data access exceptions to authorized reviewers.
Show all Agents for the Government industry - Education
Send student data access exceptions to the authorized reviewer.
Show all Agents for the Education industry
Made for your role
Route Data Access Exceptions is made for people in these roles.
- Identity and Access Management Analyst
Route access exceptions to the data owners who can decide them.
Show all Agents for the Identity and Access Management Analyst role - Compliance Program Manager
Send policy exceptions to authorized reviewers for a decision.
Show all Agents for the Compliance Program Manager role - Security Operations Coordinator
Assign each access exception to its authorized reviewer.
Show all Agents for the Security Operations Coordinator role
Made for your department
Route Data Access Exceptions is made for people in these departments.
- Information Security
Send each access exception to its authorized data owner.
Show all Agents for the Information Security department - Compliance
Show who is reviewing each data access policy exception.
Show all Agents for the Compliance department
How Route Data Access Exceptions works
4 steps, in order, on every run.
-
Check the requestOpen the new request and check its details. Email the requester about gaps and mark it Needs details.
-
Find the authorized reviewerMatch the classification to your reviewer map. Email your security coordinator and mark Needs routing review if no match exists.
-
Email the reviewerSend a decision request with the form link. Alert the security coordinator if the email fails.
-
Show the assignmentRecord the reviewer's name and Awaiting approval after the email succeeds. Show the requester who has the decision.
How to Get Started
Connect the tools you already use, such as Gmail, Google Drive or Microsoft Outlook.
29 tools
- Create a data access exception form with requester name and email, data classification, requested access, business purpose, duration, and a record link.
- Map each data classification to one authorized reviewer and email address; name a security coordinator for requests with missing or unmapped classifications.
- Give the assigned reviewers permission to open the form record, and connect an email account that can send them decision requests.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Route Data Access Exceptions:
You set the classification-to-reviewer map and choose a security coordinator for unmatched requests.
Your requester gets an email naming the missing details. The form shows Needs details instead of moving to a reviewer.
Your chosen security coordinator gets an email, and the form shows Needs routing review. No one gets assigned as an approver.
Yes, if you give them access to the form record. The email includes a secure link to the request.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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