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Best practicesSeptember 9, 2026•6 min read

How to use Vanta with Replicas

Use cloud agents with Vanta in Replicas to automate SOC 2, ISO 27001, GDPR, and HIPAA compliance work: draft policies, collect evidence, and address findings.

By Connor Loi

Content

  1. 1. Connect Vanta and your other tools
  2. 2. Build a compliance worklist
  3. 3. Create a document in Google Docs
  4. 4. Update an existing policy
  5. 5. Assemble evidence from Google Drive
  6. 6. Turn an engineering finding into a pull request
  7. 7. Schedule a recurring compliance review

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Replicas cloud agents can use Vanta to help automate compliance work for SOC 2, ISO 27001, GDPR, and HIPAA, from reviewing controls to drafting policies, collecting evidence, and fixing engineering issues. Connect the Vanta plugin to Replicas, then give an agent a specific task in plain language.

Connect Google Docs and Google Drive alongside Vanta to work across your compliance records and documents. For example, an agent can read a Vanta evidence request, find supporting files in Drive, and create an evidence index in Google Docs. With repository access, it can also investigate a finding and prepare a tested pull request.

This guide shows how to use Vanta in Replicas, with setup instructions and example prompts for six security and privacy compliance workflows. Choose the compliance program enabled in your Vanta account and replace the bracketed details with your own links, dates, and instructions.

1. Connect Vanta and your other tools

  1. Open the Replicas environment you want to use and select its Plugins tab.
  2. In Vanta, create a Manage Vanta application under Settings → Developer Console with the vanta-api.all:read and vanta-api.all:write scopes.
  3. Install Vanta in Replicas, enter the application's client ID and secret, and select the deployment that matches your Vanta account.
  4. Install Google Docs to read and create documents. Add Google Drive to find supporting files, and authenticate with the accounts that have access to the material you need.
  5. Start a workspace using that environment. For engineering tasks, use an environment with the relevant repository and the setup needed to run it.

Vanta installations are scoped to environments, including personal environments. Choose an environment whose members should have access to your compliance records. See the plugin setup documentation for connection details and the environment guide for repository configuration.

Check the connection with a small first task:

Once that works, use the following examples to assign specific pieces of compliance work.

2. Build a compliance worklist

Use Vanta to identify outstanding work before creating documents or assigning fixes. Ask Replicas to group the results by the action needed and include the existing owner and due date where available.

The result should give you individual tasks to assign. For example, a missing completed access review needs evidence collection, while an outdated access policy needs a document update. Keeping those actions separate makes follow-up prompts more precise.

3. Create a document in Google Docs

Use the Google Docs plugin when a Vanta requirement calls for a policy, template, or written procedure. Supply the reference material and your company's actual process so Replicas can produce a useful first draft.

For a procedure supporting your GDPR program, ask the agent to document how your team handles requests from people about their personal data:

Open the resulting Google Doc and check that the procedure matches your process. The draft describes how requests should be handled; completed request records show what your team actually did.

The same prompt structure works for onboarding checklists, incident response procedures, and access review templates: provide the requirement, the existing process, and the document you want created.

4. Update an existing policy

When a policy already exists, have Replicas compare it with the relevant Vanta material and propose edits. This is useful for finding missing sections and inconsistencies across documents.

For a HIPAA program, use the access-control requirements tracked in Vanta and your documented access-management process:

Review the operational claims before adopting the draft. A statement that access is reviewed quarterly needs to match the process your team follows. Where a requirement and current practice differ, the output should identify both the policy edit and the work needed to support it.

5. Assemble evidence from Google Drive

Give Replicas a specific Vanta evidence request, the period it covers, and the folder to search. The Google Drive plugin helps find records; Google Docs can hold an index for review.

Check that the records cover the requested period and show the activity the request asks about. Keep links to the original files so a reviewer can inspect them directly. A summary should explain the evidence, with missing records clearly identified.

6. Turn an engineering finding into a pull request

Use a workspace with repository access when a Vanta finding points to application behavior. Include the finding, the affected service, and the intended behavior so the agent can investigate a concrete issue.

Review the pull request and its verification results. After deployment, check the affected system and the Vanta item again. Record which checks ran locally and which confirmed the deployed behavior.

7. Schedule a recurring compliance review

After a prompt produces a useful report, save it as a Replicas automation. Select the environment with your plugins, add the prompt, and choose a schedule such as every Monday morning.

Check the first run's report and document links before relying on the schedule. If you later add ticket creation, tell the automation to find an existing ticket for each Vanta item before creating another one.

Each workflow works best with a specific source, scope, and output: a Vanta item to inspect, a period or process to use, and a document, worklist, or pull request to return. Start with one example, review the result, and expand the tasks you delegate from there.

Written by

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Connor Loi

Co-Founder & CEO

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All systems operational
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Check that you can read our Vanta controls and tests for[compliance program]. Summarize a few items with their current statusand source links. Report any access problems without changing records.
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Review our controls, tests, and evidence requests in Vanta for[compliance program].Create a worklist grouped into missing evidence, documentation,and engineering work.For each item, include its Vanta link, current status, existing owner,due date if available, and a proposed next action. Mark unavailableinformation as unknown and note any records you could not inspect.Return the worklist in this workspace without changing Vanta.
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Read this Vanta reference template: [reference link or attached file].Use our privacy policy at [Google Doc link] and our documented processat [process link] to draft a data subject request procedure in Google Docs.Include request intake, identity verification, the responsible owner,how requests reach the right systems, and how completion is recorded.Use only deadlines and commitments established in the source documents.Leave unknown details blank and list the questions we need to answer.Return the new document link and a brief explanation of what you adapted.
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Compare our access control policy at [Google Doc link] with therequirements and guidance attached to [Vanta HIPAA control link].Use [process document link] as the source for how we manage access.Create a separate Google Doc with proposed policy changes. For eachchange, cite the source and explain the gap it addresses. Flag anyrequirement that needs an operational change or an owner decision.Keep the existing policy unchanged.
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Read [Vanta evidence request link] for [start date] through [end date].Search [Google Drive folder link] for supporting records.Create an evidence index in Google Docs. Include each file's sourcelink, relevant date or period, and which part of the request it supports.List missing, outdated, or ambiguous records separately.Return the index link for review before uploading evidence to Vanta.
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Investigate [Vanta finding link] in [repository and service].The expected behavior is: [describe the access rule or other requirement].Trace the relevant implementation. If it needs a code change, makethat change, run the relevant checks, and test the affected flow.Open a pull request linking the finding and explaining what you verified.If the issue is configuration or missing evidence, report the next action.
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Review our Vanta items for [compliance programs to include]. Identifytests needing attention, missing evidence, and evidence due withinthe next 14 days. Include the relevant program for each item.Compare the results with the previous report linked in [tracking Doc].Create a dated Google Doc with new issues, resolved issues, upcomingwork, and source links. Add its link to the tracking Doc. If there isno previous report, label this run as the baseline.Leave Vanta records unchanged.