Notify IT security about new shared-drive forms for review

IT security staff miss unapproved forms in the shared drive, risking donor data and compliance exposure. Alerts post new forms to the security channel so reviewers can block unapproved data collection.

Overview

Civic organizations risk donor trust and compliance when unvetted forms collect personal data. This workflow gives IT security immediate visibility into new shared-drive forms so reviewers can block or approve risky collection and reduce compliance exposure. Teams report faster detection and fewer unapproved forms when they add review alerts to their workflow.

Notable Features

Post new forms to security channel
Flag forms collecting personal data
Create review requests for security