Assessments that run themselves. Your team keeps the judgment.
One engine runs every assessment you do, at any scope. The agent fills in what it already knows from your evidence and shows the source; people confirm, decide, and sign off.
| Ref | Question | Answer | Source |
|---|---|---|---|
| CC6.1 | Is MFA enforced for all users? | Yes | Entra ID · conditional access · 2h ago |
| CC6.2 | Are access reviews done quarterly? | Partial · finding drafted | AccessReview_Q2.xlsx · 97 days old |
| CC7.1 | Are production systems scanned? | Yes | Tenable · weekly scan |
| CC8.1 | Are changes peer-reviewed? | Yes | SOC2_TypeII_2025.pdf · p.14 |
| A1.2 | Are backups restore-tested? | No evidence · sent to IT | left for a person |
TruOps assessments are an agentic loop: you pick a questionnaire and a scope, the AI pre-fills answers from control status, documents, and past answers (each with a source), people review and approve, and failed checks become rated findings with a recommended fix. How much is pre-filled depends on the evidence you connect and upload; every pre-filled answer shows its source.
- You run compliance, risk, vendor, and customer questionnaires in different tools
- Kickoff means a blank form
- Failed checks become a pile of tickets instead of a decision
- Assessment types
- Compliance, risk, vendor, customer questionnaires
- Scope
- Company, business unit, process, system, asset, vendor
- Workflow
- Answer, review, approve (each configurable)
- Output
- Saved result, report, updated control status
The actual challenge
Assessments fail when they start empty and when every kind of assessment is a different product. The work is the same: questions, evidence, a score, findings, a date.
- The current tool starts empty, or only works for one framework.
- Evidence, vendors, and risk do not share a record.
- AI, if it exists, suggests; it does not do the work with sources.
What you are probably using today
This module is usually replacing a folder, a suite module, or a point tool, not a blank page.
| What you use now | Where it breaks | With TruOps |
|---|---|---|
| Spreadsheets, shared drives, and email | The program lives in folders named after last year's audit. Owners paste screenshots the week before fieldwork. Nothing is dated, so you cannot show what was true last quarter. | Upload those same files. TruOps pre-fills the assessment from them, cites every answer, and keeps technical checks running so evidence exists for the whole period. |
| Enterprise GRC suites | They can model almost anything. That flexibility usually comes through implementation partners and administrators, so a change can become a project. | AI reads your existing documents and sets up the program. The first assessment opens pre-filled from them, with sources. Changes are a request in plain language, not a project. |
| SOC 2 automation tools | They are strong at certification: automated tests, a broad framework library, and often a trust center. Maturity scoring, custom frameworks, and deep risk or vendor work can sit outside that model. | Keep the automation. Run any framework as the anchor, map the rest with partials shown as partial, and run vendor and risk on the same engine. Upload the policies and reports you already have. |
Bring one real document. Watch the program get set up from it.
One engine, every kind of assessment
Most GRC tools have one module for compliance, another for risk, and a third for vendors, each with its own setup. TruOps has one assessment engine. What makes an assessment a vendor review or a compliance check is how you set it up: which questionnaire it runs, who takes part, and where the findings go.
That means one set of questionnaires, one workflow to configure, and one place to see results, whether you are preparing for SOC 2, measuring the risk in a business process, or onboarding a new SaaS vendor.
How an assessment runs
- StartChoose a questionnaire, set the scope, add people, and set dates.
- Pre-fillThe agent answers what it can from control status, documents, and your answer library, and shows the source and freshness of each answer.
- AnswerOwners confirm the filled answers, complete the rest, and add evidence. The agent checks that each piece of evidence fits the question.
- ReviewA reviewer checks the answers and can send any item back with a note. It loops until the answer passes. This step can be switched off.
- ApproveOne or more approvers sign off; when there are several, any one approval completes it. Approvers can reject or stop a run.
- FindingsEach failed check becomes a finding with its evidence, a risk rating, and a recommended action.
- DecideFor each finding: add it to the risk register, send it to be fixed, or accept it for a set time.
- DoneThe result is saved as of that date, the report is generated, and control status updates.
Scoped to anything you assess
Assess the whole company, one business unit, a business process, a system, an asset, or a vendor. Targets can nest, so results roll up from a server to its system to its business unit. Responders can be assigned by hand or automatically from each target's owner.
When fifty servers fail the same check, TruOps creates one finding that lists all fifty, with one recommended fix for the shared cause, instead of fifty tickets.
Scoring you can defend
Every assessment produces one score, and your organization decides what it means: pass/fail, low/medium/high, or a maturity level. You set the rating scales. For risk assessments, answers can be rated on likelihood, impact, and velocity, and carry a dollar value.
The AI suggests ratings from the linked evidence and keeps them consistent across assessors; a person approves the score.
How TruOps helps
- Pre-fill with sources
- Answers come from control status, uploaded documents, and past confirmed answers, each showing where it came from and how recent it is.
- Evidence checked on upload
- The agent tells a responder when a file does not fit the question, before a reviewer has to.
- Review that loops
- Reviewers send items back with a note; every send-back and reply is kept in the activity trail.
- Flexible workflow
- Small teams answer and approve in one step; regulated teams add a reviewer and multiple approvers. Set a default; change it per assessment.
- Recurring runs
- Set an assessment to repeat. The agent opens each cycle and pre-fills it, so your team reviews only what changed.
- Vendors as guests
- Invite an outside party to their own portal with a shared data room. They see only their own work.
Questions
What kinds of assessments can TruOps run?
Compliance self-assessments (SOC 2, ISO 27001, NIST CSF, HIPAA, and others), risk assessments of business processes or systems, vendor and third-party assessments, and the security questionnaires your customers send you. All run on the same engine.
How much of an assessment is filled in automatically?
It depends on the evidence you have connected and uploaded: prior reports, policies, past questionnaire answers, and control status from connected tools. Bring one real document to a demo and see the number for your own program. Every pre-filled answer shows its source, and low-confidence answers are marked as suggestions.
Can I use my own questionnaire?
Yes. Upload your workbook and TruOps turns it into a structured questionnaire with sections, answer types, scoring, and conditional logic, and maps each question to controls. See the questionnaire builder.
Does the AI approve anything on its own?
No. The AI drafts answers, findings, and recommendations. People confirm answers, approve the assessment, and choose what happens to each finding.
What happens when an assessment is complete?
The result is frozen as of the completion date, a report is generated, dashboards refresh, and control status is updated on the Controls page, at every level of scope.
Do we have to rip out the tools we already use?
No. Connectors are read-only: they observe cloud, identity, endpoint, vulnerability, and code tools; they do not change them. Spreadsheets, prior reports, and policies upload into the Data Room. If you are on a SOC 2 automation tool or an enterprise GRC suite, you migrate the program (frameworks, evidence, vendors, risks), not the business.
Can we bring our existing assessments, control lists, and vendor files?
Yes. Upload workbooks, reports, policies, and vendor exports. TruOps turns them into structured questionnaires, controls, and register entries, each cited back to the file they came from, for you to review.
Related
Fifty servers, one finding, and a fix sized to the risk.
→PlatformQuestionnaire builderTurn any workbook into a scored, branching, control-mapped questionnaire.
→PlatformThe Data RoomUpload what you have. Agents sort it, map it, and cite it.
→Use casesSOC 2 readinessFrom documents to a SOC 2-ready program, with evidence attached.
→Use casesVendor risk assessmentsTier, assess, and check vendors without drowning in questionnaires.
→FrameworksSOC 2AICPA Trust Services Criteria: Type I and Type II readiness.
→See it run on your own data.
Thirty minutes with a GRC expert, not an SDR. Bring one real document (a SOC 2 report, a risk register, a vendor list; redacted is fine) and watch TruOps set up a live program from it, with an assessment already pre-filled.