You can now clone any existing workflow. If you build complex or repetitive automations, this feature will save you significant time by allowing you to replicate proven workflows instantly instead of building them again from scratch.

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→ Duplicate any workflow by navigating to the menu, selecting your workflow, and clicking -> in the top right corner

→ Quickly identify cloned workflows by looking for the automatic "(copy)" text appended to the original title

→ Safely customize your new workflow without disrupting your operations, as all duplicated workflows are disabled by default

You can now seamlessly integrate your workflows with external systems and tools using our upgraded HTTP Request capabilities. This allows your workflows to securely fetch outside data, handle complex API requirements, and use external responses to drive your next automation steps.

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→ Fetch external data with new support for HTTP GET requests, allowing your workflows to pull live information from third-party APIs

→ Capture and reuse API responses downstream in your workflow by passing the retrieved data directly into "Run Code" actions using workflow variables

→ Choose the exact HTTP method that fits your endpoint, with full support for GET, POST, PUT, PATCH, and DELETE

→ Attach dynamic key/value query parameters easily using a dedicated form section that automatically structures your URLs at runtime

You can now create more connected and scalable processes by using existing platform data directly in custom fields and questionnaires. Instead of manually recreating lists or maintaining duplicate information, you can reuse data already stored in Formalize to streamline data collection, improve consistency, and keep information connected across the platform.

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→ New custom field type: , using existing platform data as options

→ Supported across all resources (suppliers, assets, employees, etc.)

→ Use this custom field type to populate your answers in questionnaires. See a short demonstration of how this works, in the second video, below.

Keep in mind that any external respondent can see your data, so be selective of what you share in your questionnaires using this method.

You can now navigate your account configurations more intuitively with our newly restructured Settings. We’ve grouped access management together and streamlined the layout to make finding what you need faster and more efficient.

→ are now organized into clear, dedicated sections: , , , , , , , , , , and . Each section features its own related sub-tabs.

→ The , making them much easier to find under the new Users & Access tab.

→ Team members are now automatically routed to the first tab they have permission to see, so they always land on a page relevant to them.

Join our free, live webinar on the 17/18th of June and learn why implementing an ISMS following the ISO 27001 standard can help you lay down the governance and foundation layers that underpin your digital law compliance programs. Our goal is to help you transform your ISO framework into a connected, operational system that scales to meet modern demands.

Learn more about the webinar and register here: https://linktr.ee/formalize.com

You can now create custom connections for Company entities, making it easier to model relationships across companies and organizational units in the platform. This gives you more flexibility to structure relationships between entities, processes, systems, suppliers, and other elements based on your specific governance and compliance needs.

We’ve expanded the OpenAPI with new policy endpoints, making it easier to integrate policy management into your existing workflows and systems.

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→ Create, and manage policies and policy versions

→ Easily reference the latest policy, and latest published policy versions

→ Retrieve and update policy acceptances in bulk

Read more about what's possible in the official documentation.

Your most important compliance and governance work now lives in one place.

The new Dashboard page helps you stay on top of urgent actions, approvals, and policy work with a centralized overview designed to improve visibility, simplify prioritization, and reduce the risk of missed follow-ups. From overdue tasks to approval requests and policy acceptances, the Dashboard surfaces what needs your attention first, so you can focus on the right work at the right time.

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→ New page with urgent tasks, approvals, policy acceptances, shortcuts, and Help Center resources

→ now live under Dashboard in the sidebar menu

→ are now accessible directly from the Dashboard page (and no longer under Guidance)

→ New section in the sidebar for core compliance modules: Frameworks, Risks, Incidents, Evidence, and Policies

Go explore your Dashboard, now. ✨

You can now handle complex workflow decisions more cleanly and efficiently with support for multiple branches in condition nodes. This makes advanced automations easier to configure, reduces the need for workarounds, and helps keep workflows easier to maintain.

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→ Create multiple branches within a single condition node, beyond simple yes/no logic

→ Add catch-all fallback branches for unmatched conditions

→ Get a clearer overview of branches and their conditions directly in the workflow canvas

Today, we are proud to announce a major milestone.

Formalize now collaborates directly with ISO under a formal license agreement with UNE (the Spanish ISO and IEC Member Body), a global collaboration that allows us to support all our clients worldwide.

As the first GRC provider in Spain and a pioneer in the European Union to secure this status, we have moved from administrative tax of manual documentation toward a native collaboration. This ensures that the system logic you rely on every day is validated by the authors of the standards themselves.

Read our full press release for more details, here.