Open investigation cases from risk register entries

Starting promptUse this prompt as a starting point to build your workflow.

Build a workflow triggered when a risk register entry is flagged for action (record event, page, or button). Before creating, query existing cases for one already linked to that risk ID; if found, stop or update it. Otherwise create a new case populated with the risk's details and link it back to the register record. Handle missing risk data, prevent race-condition duplicates, and retry API errors. Output the case reference and whether it was newly created.

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What this prompt builds

Spin up a case from a risk register entry, skipping risks that already have one.

The problem

Risks logged in a register often never become actionable work, so identified issues stagnate without an owner or investigation. Creating cases by hand also leads to duplicates.

Solution and impact

This workflow creates a case from an associated risk and checks first whether a case already exists for it. Risks reliably turn into tracked work without duplication, closing the gap between identifying and addressing risk.