Setup Checklist

Use this checklist to track your progress through the AutoCISO onboarding journey.

Phase 1: Foundation

• Complete your organization profile (name, industry, employee count)
• Connect your identity provider or import employees via CSV
• Set your primary contact and DPO if applicable
• Run your first gap analysis
• Invite at least one Compliance Manager

Phase 2: ISO baseline

• Review the gap analysis results
• Assign owners to each ISO 27001 control
• Prioritize top-10 gaps for remediation
• Upload your existing policies as evidence (if any)
• Create your first risk register entries

Phase 3: Compliance workflows

• Complete your first access review
• Add your key suppliers
• Configure at least one backup test scenario
• Run the first round of control self-assessment
• Review your Statement of Applicability draft

Phase 4: Audit readiness

• Ensure evidence is uploaded for all applicable controls
• Confirm all high-priority risks have remediation plans
• Run the pre-audit report and review findings
• Invite your auditor as a Reviewer
• Complete a full backup test with sign-off

Need help?

• See First 30 Minutes for a quick start walkthrough
• Browse Guides for task-focused how-to content
• See Troubleshooting if you hit an issue