From Prompt to Process: Scaling Audit Efficiency with AI, Power Automate, and Agentic Workflows
Artificial Intelligence is changing how Internal Audit teams approach documentation, testing, analytics, and operational efficiency. While many organizations are focused on prompting and productivity, leading audit functions are beginning to combine AI with automation tools such as Microsoft Power Automate to create repeatable, scalable workflows.
This 2.4 CPE-credit session will provide a practical look at how auditors can move beyond isolated AI use cases and begin building structured processes that integrate AI into day-to-day audit activities.
The session will begin with a demonstration of an agentic workflow that combines Microsoft Copilot and Power Automate to streamline Information Produced by the Entity (IPE) documentation and annotation activities. Attendees will see how templates, automation, and reusable workflows can reduce manual effort while improving consistency and scalability across audit engagements.
The second half of the session will transition into an interactive roundtable discussion featuring breakout groups focused on the opportunities, challenges, and future of AI within Internal Audit. Participants will exchange experiences, discuss practical use cases, and explore approaches for driving responsible AI adoption within their organizations.
Key Takeaways
- Understand how AI and Power Automate can be combined to create repeatable audit workflows.
- Learn practical approaches for moving from individual productivity gains to scalable process automation.
- Explore real-world lessons learned from developing and deploying AI-enabled audit solutions.
- Discuss opportunities, challenges, and governance considerations associated with AI adoption.
- Connect with peers and share experiences in a collaborative forum environment.
Presenters
Together, Brian McNalley and Jordan Gulley bring more than 25 years of combined experience in internal audit, data analytics, automation, and emerging technologies.
Brian McNalley is Director of Internal Audit Data & Analytics at Macy's. With more than 16 years of experience in internal audit, analytics, and technology risk, Brian leads the integration of data analytics, automation, and AI across the Internal Audit function. He is a frequent speaker on AI governance, audit innovation, and the practical application of emerging technologies within assurance organizations.
Jordan Gulley is a Data Analyst II Specialist within Macy's Internal Audit organization. With more than 9 years of experience in data analytics, automation, and audit technology, Jordan focuses on developing practical solutions that streamline audit activities through the use of AI, analytics, and Microsoft Power Platform technologies.