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Processes/compliance — filings, taxes, and staying compliantcompliance

Start SOC 2 Type I — compliance processStart SOC 2 Type I

very complexpartially automatable🔁 once⏳ has async waits

Begin SOC 2 Type I compliance journey using Vanta, set up policies, and begin evidence collection.

Vanta API supports test monitoring and evidence collection. Policy creation and auditor engagement need human input.

Current agent ceiling

An agent can run 3 of 9 steps — 3 of them behind a human approval gate ⏸

⚡ Closable with today’s market (2 — via Browser Automation for Agents, Workflow Automation): Create Vanta account (computer-use candidate — a browser agent can drive this deterministic web flow); Employee security training (a workflow with webhooks/polling watches this so no human has to)

Irreducibly human (3): Review and customize policies (needs a human); Engage auditor (needs a human); Complete audit (needs a human)

No workaround yet (1): Connect integrations (manual form/portal — no API path)

How it runs

Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.

01Create Vanta account

manual form
Vanta⏸ approval gatemedium risk

⚡ agentic workaround: computer-use candidate — a browser agent can drive this deterministic web flow — Steel, top of Browser Automation for Agents → · assisted, not autonomous — a human supervises; verify the portal’s terms allow automation

02Connect integrations

manual form
Vanta⏸ approval gatemedium risk
1 API call
  • OAuth connections for AWS, GitHub, etc.

03Generate security policies

agent
Vanta⏸ approval gatemedium risk
1 API call
  • GET /v1/policy_templates

04Review and customize policies

human
⏸ approval gatemedium risk

05Configure automated tests

agent
Vanta⏸ approval gatemedium risk
1 API call
  • PUT /v1/tests/{id}/configuration

runs in parallel · 2

06Remediate failing tests

agent
⏸ approval gatehigh risk

07Employee security training

human
⏳ asyncmedium risk

⚡ agentic workaround: a workflow with webhooks/polling watches this so no human has to — n8n, top of Workflow Automation →

08Engage auditor

human
⏸ approval gate⏳ asynchigh risk

09Complete audit

human
⏳ asynchigh risk

Context the agent needs first: company tech stack (from the founder) · gusto.employees · company data handling (from the founder)

The market options

Each role resolves against its arena’s live leaderboard — the default is the process’s canonical vendor, alternatives ranked by agent-readiness.

Code Hosting →

Simulate this process

simulated dry run from the mapped process — no real calls are made
For agents Process manifest (JSON)·/llms.txt