AI & Workflow Automation

Generate reports, create engagements, log findings, and manage your workspace:all through natural language.

Overview

SecPortal's AI assistant (powered by Claude) goes beyond report generation. It has full context of your workspace:clients, engagements, findings, and statuses:and can both analyse your data and take actions on your behalf. Ask it to create clients, set up engagements, log findings, update statuses, or generate professional reports, all through conversational prompts.

AI features are available on Pro and Team plans. Each plan includes a monthly allocation of AI credits that resets every billing cycle.

Workflow Automation

The AI assistant can execute actions directly in your workspace. Instead of navigating through forms and menus, describe what you need in plain English:

Create Clients

Say "Create a new client called Xygen Ltd with contact john@secportal.io" and the AI will set up the client record instantly.

Create Engagements

Say "Set up a security assessment for Xygen Ltd starting next Monday" and the AI will create the engagement with the right type, dates, and scope.

Log Findings

Say "Add a critical SQL injection finding on the login page" and the AI will create a fully detailed finding with severity, description, affected asset, and remediation steps.

Update Statuses

Say "Mark the Xygen Ltd assessment as completed" and the AI will update the engagement status immediately.

All automated actions respect your workspace permissions and plan limits. The AI uses the same validation and rate limits as manual actions.

AI Reports

You can generate the following report types:

Executive Summary

Board-ready reports summarising the engagement, key findings, and recommendations. Tailored for C-suite and stakeholder presentations.

Technical Report

Detailed analysis for IT and security teams with finding breakdowns, severity context, and technical remediation steps.

Remediation Roadmap

Prioritised action plan based on severity, impact, and remediation complexity. Helps clients plan their fix schedule.

Compliance Summary

Assessment reports mapped to compliance frameworks like ISO 27001, SOC 2, and Cyber Essentials.

Cross-Engagement Analysis

Compare findings and trends across multiple engagements for a single client to identify patterns.

Using the AI Chat

There are two AI chat interfaces:one per engagement (with context scoped to that engagement) and a workspace-level assistant (with context across all your clients and engagements). You can:

Create clients, engagements, and findings through natural language
Update engagement statuses without leaving the chat
Ask the AI to generate any of the report types above
Ask questions about your engagement data (e.g., "What are the most critical findings across all clients?")
Request custom analyses or summaries
Refine generated reports with follow-up prompts
Attach screenshots and documents for the AI to analyse

The AI has full context of your workspace data:you don't need to paste any information. Just describe what you need.

Exporting Reports

Any AI-generated response can be exported as a PDF, CSV, or Excel file using the download buttons at the top of each AI response. PDFs include your workspace branding automatically.

AI Credits

Each AI request uses one credit. Your monthly allocation depends on your plan:

Pro:25 credits per month
Team:75 credits per month
Extra credits:purchase additional credits from Settings (20 credits for $15)

Credits reset at the start of each billing cycle. Unused credits do not roll over. Extra purchased credits do not expire.