Cases and records
Better automations, fewer cases, faster incident response
Discover and get inspiration for creative ways to use cases and records for your business.
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Step through beginner to advanced topics as you explore our tailored courses on Tines Stories University
Enrich files and URLs with PolySwarmEnrich file hash and URL indicators with PolySwarm threat intelligence as a standalone flow or attached to a Tines Case, with optional URL detonation for the latest threat data.Tools: PolySwarm
Escalate a case between groups with an audit trailEscalate a case between groups within a team. When using the "Escalate" case action, the user will be prompted to select which group and provide a reason. The reason is then added to the case along with details of the escalation as a case note and a comment.Tools: Tines
Summarize a case in Tines with the AI Agent ActionGenerate a summary of an entire case including what has been completed and what tasks remain. This summary is posted as a comment and to a case note block. When subsequently run, the same note block will be updated with the revised summary.Tools: Tines

Create a contact form using Tines Cases and Records
Use cases and records to register details when a contact form is filled out.
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Request and approve Slack posts to a restricted channelRoute Slack requests to post in a restricted #general channel to an admin channel for approval, then post, log, or reject them with feedback.Tools: Slack
Sync Insider Threat Matrix records and attach to CasesRetrieve categories from the Insider Threat Matrix website, sync them into a Tines Stories record type, and let analysts attach or detach matching records from Cases.
Score cases with AI and calibrate rubrics via SOPsScore Tines Cases with AI, sample and report on weekly QA reviews, and refine the scoring rubric monthly using SharePoint SOPs and manager approvals to keep quality benchmarks accurate.
Enrich files and URLs with PolySwarmEnrich file hash and URL indicators with PolySwarm threat intelligence as a standalone flow or attached to a Tines Case, with optional URL detonation for the latest threat data.Tools: PolySwarm
Create Tines Records from a CSV uploadUse a Tines Page to upload a CSV file and automatically create a Tines record type and records from its rows, enabling quick self-service data import.Tools: Tines
Assess vendor risk and track third-party certifications using pages and recordsAutomate vendor risk onboarding with security questionnaires, AI-powered risk scoring, and daily certification expiry monitoring. Uses Pages for vendor intake and questionnaire webforms, and Records to track vendor data and compliance status.