Audit Agent

The Audit Agent helps teams prepare for audits by locating and validating required compliance documents across their project systems.

Overview

It uses a defined audit standard and master checklist to assess whether key project artifacts are present and properly documented, giving teams a clear view of audit readiness without manually searching through folders and files.

Inputs

Project documents
Audit requirements

Outputs

Compliance report
Gap list
Priority actions

Compatible Integrations

Intercom

Connect Intercom with Datagrid to structure and analyze customer conversations using AI agents.

Smartsheet

Connect Smartsheet with Datagrid to automate project data extraction, cross-system syncing, and AI task classification.

Oracle Netsuite

Connect Oracle NetSuite to Datagrid for automated financial data extraction and cross-platform sync with agentic AI.

Salesforce

Connect Salesforce with Datagrid to sync CRM data into agentic AI workflows for enrichment, classification, summarization, and downstream automation.

SYNCHRO 4D Pro

Connect SYNCHRO 4D Pro with Datagrid to automate reporting and analysis using 4D schedule and cost data.

Google Drive

Connect Google Drive with Datagrid to automate workflows from spreadsheets in Drive.

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