SOC 2 Compliance Automation Pack: Excel Control Command Center + 6 n8n Workflows + Setup Guide
$149.00
Stop chasing SOC 2 evidence by hand. An 80-control Excel/Google Sheets command center mapped to the 2017 Trust Services Criteria, plus 6 ready-to-import n8n workflows that remind owners, kick off quarterly access reviews, escalate overdue evidence, and turn every new hire and leaver into a tracked checklist.
- 80 controls: Security plus optional Availability, Confidentiality, Processing Integrity and Privacy
- Automatic next-due dates, overdue flags and a readiness dashboard by TSC series
- 6 n8n workflows + 1 bonus GitHub evidence collector (JSON, no secrets inside)
- Setup guide and Evidence Automation Playbook (PDF)
General information only. Not legal advice. Does not certify SOC 2 compliance or replace your auditor.
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Run SOC 2 prep like an operations process, not a spreadsheet you forget about
Most SOC 2 programs stall in the same place: nobody remembers which evidence is due, access reviews slip, policies go a year without approval, and offboarding is done from memory. This pack gives you one register for the whole program and the automations to keep it moving, without having to sign up for a compliance platform first.
What’s inside
1. Compliance Command Center (Excel, works in Google Sheets)
- Control Library: 80 controls with control statements, owner roles, evidence required, evidence frequency, automation potential and suggested data source.
- Automatic status tracking: last evidence date, next due date, days overdue, and Current / Due soon / Overdue / Escalate flags that calculate from the Evidence Log.
- Framework Mapping: every control mapped to the 2017 SOC 2 Trust Services Criteria (CC1-CC9, A1, C1, PI1, P1-P8). Columns are reserved for ISO/IEC 27001:2022, HIPAA Security Rule, GDPR, ISO/IEC 27701, ISO/IEC 42001, PCI DSS v4.0 and your own custom framework (expansion packs coming soon).
- TSC Coverage: every criterion with mapped and implemented controls, so gaps are obvious.
- Registers: Evidence Log, Policy Tracker (20 policies), Vendor Review with assurance-report age checks, Access Review schedule (12 common systems), Owners, and a Joiner/Mover/Leaver log.
- Readiness Dashboard: readiness % and evidence-on-track % by TSC series, plus counts of overdue evidence, policies, vendors and access reviews.
- A demo copy with fictional data so you can see everything working before you start.
2. n8n workflows (importable JSON)
- Evidence collection reminders: weekly email digest to each control owner, plus a Slack summary.
- Quarterly access review kickoff: a Jira ticket and instructions for every system reviewer.
- Overdue evidence escalation: emails managers (owners in cc) when evidence passes your threshold.
- Policy annual review reminders.
- Vendor review reminders, including missing or stale SOC reports.
- New-hire / offboarding checklist: a secured webhook from your HR system or form creates a Jira ticket with the right checklist, logs it, posts to Slack and emails the manager.
- Bonus: monthly GitHub MFA and branch-protection evidence written straight into the Evidence Log.
Built with standard n8n nodes (Schedule, Webhook, Google Sheets, Code, Email, Slack, HTTP Request) and test-run on n8n 1.123. Credentials are placeholders: you connect your own accounts, and no secrets are included.
3. Guides (PDF)
- Setup Guide: how to prepare the workbook, move it to Google Sheets, create credentials, import, configure and test each workflow, plus an Airtable option and troubleshooting.
- Evidence Automation Playbook: what evidence you can pull by API from Google Workspace, Microsoft 365, GitHub, Jira, HR systems and cloud providers, what must stay manual, and the order to automate it in.
Who it’s for
- Startups and SaaS teams preparing for a first SOC 2 Type I or Type II
- Security, IT or compliance leads who already use Google Workspace or Microsoft 365, Slack and Jira
- GRC consultants who want a repeatable client setup (one licence per client)
Requirements
Excel 2019 or later, Microsoft 365, LibreOffice or Google Sheets. n8n Cloud or self-hosted. An SMTP account; Slack, Jira and GitHub are optional.
Want it set up for you?
Book the SOC 2 Compliance Automation Setup service and we will configure the workbook and workflows in your own tools.
Important
This pack organises and automates SOC 2 preparation. It does not make you SOC 2 compliant, certify anything, or replace an independent CPA firm, which alone can examine your controls and issue a SOC 2 report. Control wording and criteria mappings are a starting point; your auditor decides what is sufficient. Product names belong to their owners and are used only to describe compatibility.
General information only. Not legal advice.
Instant download (ZIP: 2 XLSX, 7 JSON, 2 PDF, README). Licensed for use in one organisation.
