Running an automation on an entity

Navigate to the entity profile for the individual, company, or trust you want to act on.

1. Click Automations in the top-right corner of the entity profile. A dropdown lists the automations your tenant has configured, each with a short description of what it does.
2. Select the automation you want to run — for example, AML Screening for a PEP, Sanctions, and Adverse Media check, or Identity Research to run AI-powered identity research. Some automations list a requirement beneath their name (such as needing an email address or phone number on record). Make sure the entity has that information before running.
3. The automation starts immediately. When it completes, the result is recorded as a new entry in the entity's Activity Logs tab and is also visible from the tenant-wide Activities page.

Related articles

• Automations
• How to interpret the Activity log on an entity