Sola monitoring and audit trails: how do I export logs for compliance and internal audit?

Most teams don’t get tripped up by automation itself—they get tripped up when an auditor asks, “Show me exactly what ran, who triggered it, and what happened at each step.” Sola was built with that reality in mind, which is why monitoring, logs, and audit trails are first-class features rather than an afterthought.

Quick Answer: Sola automatically captures real-time logs and detailed audit trails for every bot run, including inputs, outputs, and key decisions. You can export these logs for compliance and internal audit via the Sola UI (CSV/JSON or report views) or integrate them into your existing systems through Sola’s API and developer tooling for centralized storage and analysis.

Why This Matters

If you’re running critical workflows—claims, filings, invoice reconciliation, KYC/onboarding—regulators and internal audit won’t accept “the bot handled it” as an answer. They want verifiable, time-stamped evidence.

That’s exactly what Sola’s monitoring and audit capabilities provide: full visibility into what ran, when it ran, and how it behaved at each step. Exportable logs turn that visibility into defensible documentation you can hand to risk, compliance, or external auditors without assembling a one-off data project every quarter.

Key Benefits:

• Defensible compliance posture: Provide regulators and auditors with complete run history, decisions, and outcomes—backed by SOC II, HIPAA, and role-based access controls.
• Centralized oversight: Stream Sola logs into your SIEM, data warehouse, or GRC tools so risk, security, and ops are never in the dark.
• Faster investigations: When something looks off, you can trace issues down to specific runs, steps, and payloads in minutes, not weeks.

Core Concepts & Key Points

Concept	Definition	Why it's important
Run-level logging	Every execution of a Sola workflow (bot run) produces a structured log of steps, timestamps, inputs, outputs, and errors.	Gives you an authoritative record of “what happened” for compliance, incident review, and performance tuning.
Audit trails	End-to-end trace of bot activity, including who triggered it, what data was processed, and which systems were touched.	Satisfies internal and external audit requirements and supports SOC II / HIPAA-grade traceability.
Export & integration	The ability to pull logs out of Sola (via UI or API) into your preferred tools (SIEM, data warehouse, BI, GRC).	Lets security, compliance, and ops teams maintain a single source of truth instead of siloed automation data.

How It Works (Step-by-Step)

At a high level, Sola’s monitoring and audit trail system does three things for you:

1. Captures detailed logs for every workflow run.
2. Lets you filter and inspect those logs in real time.
3. Enables export—manually or programmatically—into your compliance and audit stack.

Here’s how to work with it in practice.

1. Review and filter workflow runs in the Sola UI

Before you export anything, you’ll usually want to narrow down what you’re exporting.

1. Open the workflow:
   • Go to your Sola workspace and select the workflow (e.g., “Invoice Reconciliation – APAC” or “Claims Intake – Commercial Lines”).
2. Navigate to run history / monitoring:
   • Open the “Runs” or “Monitoring” tab to see every execution of this workflow with status (success, error, partial), timestamps, and metadata.
3. Filter by compliance-relevant criteria:
   Typical filters your audit or compliance team might request:
   • Date range (e.g., last quarter, specific incident window)
   • Status (only failures, only manual reviews, all completed runs)
   • Trigger type (API-initiated vs. UI-initiated runs)
   • User / service account (who triggered or approved an action)
4. Drill into a single run for detail:
   • Click into any run to view the step-by-step trace: each action taken, data extracted, validations performed, and any errors or retries.
   • For regulated workflows, this is your ground truth when answering, “How was this record processed?”

At this stage you already have real-time visibility—Sola’s logs and audit trails are designed so you’re never in the dark about what your automations are doing.

2. Export logs directly from the UI

For many internal audit needs—especially ad hoc reviews or quarterly samples—UI-driven export is the fastest path.

1. Select your run set:
   • Apply filters in the run history view (date, status, workflow, user, etc.).
2. Choose export format:
   Depending on your workspace configuration, you’ll typically have:
   • CSV export: Ideal for auditors who want to work in Excel or upload into a GRC tool.
   • JSON export: Better for technically inclined teams who want structured data for scripts or downstream ingestion.
3. Define the export scope:
   When you export, you’re typically choosing between:
   • Run-level summary: One row per run with metadata like:
     • Workflow name and version
     • Run ID
     • Trigger source (UI, API, schedule)
     • Start and end timestamps
     • Status (success, error, partial)
     • Error reason or exception class (if applicable)
   • Step-level detail: A more granular export including:
     • Step name and type (e.g., “Extract fields from PDF,” “Post to ERP,” “Validate against policy”)
     • Step timestamps
     • Key inputs/outputs (appropriately scoped for your access level)
     • Flags for human review, retries, or overrides
4. Download and store securely:
   • Save the export to the approved location: secure internal share, GRC system, or your compliance document repository.
   • Because Sola is SOC II and HIPAA compliant and supports role-based access controls, only users with appropriate permissions will be able to export sensitive logs.

This UI export path works well when audit says, “Send us all runs of the KYC workflow from January 1–March 31, plus the error cases for deeper review.”

3. Integrate logs into your compliance and monitoring stack via API

If you operate in a heavily regulated environment or run large-scale operations, you’ll likely want continuous, automated export rather than periodic manual pulls. Sola’s API and developer tools are designed for exactly that.

Here’s the typical pattern:

1. Connect via Sola’s API:
   • Your engineering or platform team uses Sola’s API to query run logs on a schedule or event basis.
   • Common patterns:
     • Nightly or hourly sync into a data warehouse (Snowflake, BigQuery, Redshift).
     • Near-real-time forwarding into a SIEM (Splunk, Datadog, Elastic) for security monitoring.
2. Define your log schema and fields:
   • Work with your risk/compliance team to agree on what needs to be captured. Typical fields include:
     • Workflow ID and name
     • Run ID and correlation IDs (to tie back to a customer, case, or claim)
     • Trigger user/service account
     • Timestamps (queued, started, completed)
     • Status / error codes
     • Key decision flags (e.g., “auto-approved,” “sent for manual review,” “flagged for additional KYC”)
   • Step-level detail can also be pulled if required for investigative or forensic purposes.
3. Stream into your systems of record:
   • For compliance: Send summarized run logs into your GRC platform or internal audit database as part of your evidence library.
   • For security/ops: Push logs to your SIEM for:
     • Anomaly detection (e.g., unusual spikes in failed runs)
     • Correlation with other system events
   • For analytics: Load into your BI or warehouse for operational dashboards:
     • Throughput by workflow
     • Error rates over time
     • Average handling time per case for the bot vs. human fallback
4. Apply governance and access controls:
   • Sola already supports role-based access controls; mirror that model in downstream systems so only the right people see sensitive data.
   • Define data retention policies that align with your regulatory requirements (e.g., 7 years for certain financial workflows).

This approach turns Sola into a first-class citizen in your existing monitoring and compliance ecosystem instead of yet another silo.

Common Mistakes to Avoid

• Treating Sola logs as “nice to have” instead of the system of record:
  How to avoid it: Design your compliance posture assuming auditors will ask for automation evidence. Standardize on Sola’s run logs and audit trails as the canonical record of how automated workflows behaved.

• Exporting everything without scoping or governance:
  How to avoid it: Work with compliance and security to define:

  • Which workflows are in-scope
  • What fields are required for audit vs. security vs. operations
  • Who can access exports
  • How long logs should be retained in each downstream system

• Ignoring role-based access and least privilege:
  How to avoid it: Use Sola’s role-based access controls to ensure only authorized users can view and export logs that include sensitive data (PHI, PII, financial details).

• Relying only on manual exports:
  How to avoid it: For high-volume or high-risk workflows, set up an automated pipeline using Sola’s API so logs are continuously available for audit, security, and operations.

Real-World Example

Imagine a legal operations team at an AmLaw 100 firm using Sola to automate intake and filing for high-volume claims. The workflow pulls data from email, validates documents, pushes data into a case management system, and triggers follow-up tasks for attorneys.

The firm’s internal audit committee wants to confirm that:

• Every claim submitted between January and March was processed,
• Any claim missing documentation was routed for manual review,
• No cases were automatically closed without the required checks.

The team does the following:

1. In Sola’s UI, they filter the “Claims Intake – Retail” workflow runs by the requested date range and status (success + manual review).
2. They export a CSV summary for the full quarter, capturing:
   • Run IDs and timestamps
   • Triggering user or system
   • Whether the run required manual review
   • Final outcome (e.g., “filed,” “pending docs,” “rejected per policy”)
3. For a subset of edge cases, they pull detailed step-level logs to show auditors exactly how missing documents were detected and routed for human review.
4. In parallel, the platform team has already integrated Sola’s logs into their data warehouse via API. When audit asks for additional segmentation—by claim type, by originating channel—analytics can answer in minutes using existing dashboards.

The result: the automation passes audit scrutiny not just because it “works,” but because the evidence is clear, timely, and complete.

Pro Tip: Align on your “audit schema” before you scale. Sit down with your compliance and security leads, list the workflows that will be automated in Sola, and define what a complete audit record looks like for each. Then configure your Sola exports and APIs once—so you aren’t reinventing your evidence strategy every time a new workflow goes live.

Summary

Sola’s monitoring and audit capabilities are designed for teams who can’t afford to treat automation as a black box. Every workflow run is tracked with real-time logs and detailed audit trails, so you always know what ran, when it ran, and what happened at each step.

You can export those logs directly from the UI for quick audit requests or integrate them via API into your SIEM, data warehouse, or GRC tools for continuous oversight. With SOC II and HIPAA compliance, role-based access controls, and centralized visibility, Sola gives you the control and transparency you need to run AI-native automation in regulated environments—without adding another brittle, opaque system to your stack.

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