Auditober 2026

Auditober instructions

Get into your sandbox, build your entry and send it in. The walkthroughs below show each step.

October 2026 Online, free sandbox

Build your
Auditober entry.

In the app: workflows and evidence flows.
Built externally: dashboards using MCP data, and plugins extending our existing plugins.

Submit by

Cutoff time and timezone
to be confirmed.

Training

Audit Engineering with Cherry Hill Advisory

Program and CPE details

Live help

Book your office hours

Pick a time on the booking calendar.

Email your entry or ask a question

Attachments: 25 MB or less, combined.

You can enter multiple categories.
No category needed in your email.

Files and submission steps
Joining, AI allowance and eligibility

Join with your work email on the Auditober signup page. Signup joins the update list; your invitation gives you sandbox access. You need the invitation and a web browser. To enter the event, email your submission files.

Your sandbox has two parts. The app holds your team's copy of the Bluth Company audit data. The Swarm agent is an AI assistant that works in the app for you. Use only mock data; keep your organization's data out of the sandbox.

Each team shares a $50 Swarm agent allowance across the event, subject to a daily limit. See AI allowance. Your own AI agent is optional; its provider's account requirements, usage limits and charges apply separately.

Awards are for practitioners working in an organization's internal audit function, according to the event page. Full eligibility rules have not yet been published. Ask the organizers if you are unsure whether you qualify.

Clips marked Illustration show an example setup or conversation.

2. Find your way around

The app at core.assureswarm.com

The icons across the top take you to Dashboards, one page for each kind of record (risks, controls, issues, policies and the rest), My Items, Templates, Time and Admin. Hover over an icon to see its name. The bee logo at the top left opens the Activity Hub, where the agent's suggestions wait for you. Every record has its own page, and you can share any page's link with your team.

A tour of the top bar and the Activity Hub.

Your team

Everyone who signed up from the same company is on one team. People given accounts for the event start as admins; teammates you add later can be Users or Admins. As an admin, you can see and change everything your teammates build. People who signed up with a personal email address each get a team of their own. To see who is on your team, click the Admin icon (the last one in the top bar), then User Permissions.

Other teams cannot browse your sandbox. Check your submission files and linked workflows for private data before sharing them. Review the submission checklist before emailing your entry.

Admin, then User Permissions: everyone on your team.

Sign in to the Swarm agent

  1. Go to demo.assureswarm.com and choose Sign in with AssureSwarm.
  2. The agent sends you to core.assureswarm.com. Sign in there if you are not already, then check the Authorization Request and choose Authorize Access.
  3. You land back in the chat, signed in as yourself. The agent can only see and change what you can.
Signing in to the agent through core.assureswarm.com.

The agent at demo.assureswarm.com

  • Type a request in plain English, or type / to pick a skill such as item-create, workflow-build or query-data.
  • New chat clears the conversation. Feedback sends us an issue or an idea (see Report an issue or suggest an improvement).
  • The panel on the right shows the app (Workspace), a report or a dashboard next to the chat, so you can watch changes land.
  • Use the user menu at the top right to open Dashboards or Sign Out. Follow the email submission instructions to enter Auditober.

Conversations with the agent are recorded so we can improve the product, and the AssureSwarm team can read them. The chat shows a notice when recording is on.

The chat, the skills menu and the side panel.

My Work

My Work lists the workflow steps assigned to you and the ones ready to start. It is the first place to look when you come back to the sandbox.

Filtering My Work to the steps ready for you.

A record's page

Open any risk, control, issue or policy to see its fields, its linked records, its documents and the workflows that run on it. Click a title or a field to edit it in place.

A control's page: its workflows, all its fields and its linked items.

The Bluth Company data

Every team starts with the same fictional company, so entries can be compared fairly. Your copy holds 744 records: 200 risks, 200 controls, 129 compliance requirements, 53 processes, 47 policies, 28 issues, 18 remediations, 20 financial statement line items, 16 people, 14 systems, 10 models and 9 audits. They are joined by 2,223 links and worked on by 50 workflow templates with 236 runs in progress or complete.

Change anything you like. Your edits stay in your team.

The Bluth Company registers.

3. How AssureSwarm works

These eight ideas explain the records, workflows and agents you will use in your sandbox.

Items and item types

Every record is an item: a risk, a control, an issue, a policy, an audit. Each item type has its own fields, set by the team's admins. An admin can add a field or a new item type.

See Create or change a record for the steps.

Item types and their fields.

Workflows

A workflow is a piece of audit work written down as steps, so agents and auditors run it the same way every time. You define it once as a template, then start a run of it on an item, such as a walkthrough on a process. Each step has instructions, a result that records what was done, and approvers who sign it off. An approved step locks.

A workflow template and its steps in the designer.

Forms

A step can send a form to someone who is not running the workflow, such as a control owner who has to answer three questions. Use a form only for information you cannot get any other way. The person running the step writes their work in the step result, and sign-off is the step's approval.

A step's form and the person it was sent to.

The Universe: your audit knowledge graph

The Universe dashboard draws every item and link as one graph. Pick an item to focus on it and see what sits one or two links away, such as every control, workflow and issue connected to one process.

The Universe graph of every record and link.

Dashboards

The app has 19 built-in dashboards, all filled from your team's data: Universe, Org Chart, Executive, Operational, My Work, AI Activity, Capacity Monitoring, Workflow Runs, Risks, Third-Party Risk, Policy Lifecycle, Policy Exceptions, Audit Plan, Model Inventory, Issues and Remediations, RCM, Compliance Requirements, SOX Program and Workflow Coverage.

For your Auditober dashboard entry, build an HTML dashboard outside the app, using data from the AssureSwarm MCP. See what to build and which files to submit.

Finding the Executive dashboard, then the Risks dashboard.

Suggestions and review

Agents never change your records directly. Everything an agent wants to do arrives as a suggestion in the Activity Hub, which opens from the bee logo at the top left. Click a suggestion to see each proposed change marked on the page, then approve or reject each change with the check or the X, or all of them at once. Nothing is saved until you do. The AI Activity dashboard shows every suggestion and what happened to it.

Finding a suggestion in the Activity Hub and reviewing its change on the record.

MCP

The Model Context Protocol (MCP) is the standard way an AI agent connects to an outside system. AssureSwarm is built on it. The Swarm agent uses MCP to work in your sandbox, and you can connect Claude, Codex, Muse or a Copilot Studio agent the same way. Every agent has only the access of the person who signed it in, and its changes go through the same suggestion review.

Use Bring your own agent below for the connection steps and troubleshooting.

An agent reading your team's data through the MCP tools. Illustration

4. Do the work

You can do each task by hand in the app or ask the agent to do it. Switch between the two with the buttons on each task. Copy a prompt into the agent chat and replace any details in square brackets. Review the agent’s suggestions in the Activity Hub: open it with the bee logo at the top left, then approve or reject them (see Suggestions and review).

Create or change a record

By hand

  1. In the top bar, click the icon for the kind of record, for example Risks. Hover over an icon to see its name.
  2. Click New Risk at the top right of the list.
  3. Fill in the fields on the Create Risk page and click Create.

To change a record, open it. Click the title to rename it, or click the description to edit it. Every other field is in the Details card on the right: click a field, change it, and click Save changes. Click All n fields to see the ones that are hidden.

Creating a risk from the Risks list.

With the agent

Create a record

Create a new risk called “Vendor invoices are paid twice” for the Accounts Payable process.

Change a record

Rename the risk “Vendor invoices are paid twice” to “Duplicate vendor payments”.

Previewing the proposed risk rename before approval. Illustration

Build a workflow template

By hand

  1. Click the Templates icon in the top bar, then Create Template.
  2. Give the workflow a name and a description, and choose the item type it runs on, for example Process.
  3. Click Add Step once for each step.
  4. Click a step to open Configure Step. Name it, write its Instructions, and click Save Changes.
  5. Click Save Template.
Adding and configuring steps in the template designer.

With the agent

Build a template

Build a reusable workflow template for reviewing vendor master data changes. It should run on Process records, with human review where judgment or sign-off is needed.

The agent drafts a workflow template and sends it for approval. Illustration

Strong workflows keep human sign-off to the points where it adds judgment. Add a form to a step only when someone outside the workflow has to supply information.

Run a workflow

By hand

  1. Open the record. In the Workflows card, click Add Workflow, tick the template, and confirm.
  2. Click View on the new workflow, then click a step to open it.
  3. Choose Add, then Approver. Pick who signs off and at which level, and click Save approvers. Add a due date the same way.
  4. On the Step Result card, click Edit, write what you did and found, and click Save.
  5. The approver clicks Approve. When every required approver has approved, the step locks. Remove Approval unlocks it.
Opening a record's workflow, writing a step result, approving the step.

With the agent

Start a workflow

Run the walkthrough template on the Accounts Payable process.

Set an approver

Set [reviewer name] as the approver for the steps in that workflow, with a due date of [date].

Do a step

Do the next ready step in that workflow using its linked records and documents, and draft the step result for my review.

Work through my queue

Draft the ready workflow steps assigned to me in one pass and report anything that still needs my input.

Review the draft results, then approve each step yourself. Only a person can sign off a step.

The agent drafts a step result for your review. Illustration

Attach evidence

By hand

  1. Open the step. In Supporting Documents, click Add. If the section is missing, choose Add, then Supporting document, at the top of the step.
  2. Choose Upload File, or drag a file onto the section.
  3. To point to an online document instead, choose Link External URL, paste a OneDrive, SharePoint or Google Drive link, and click Link.

On a record, upload a file into any document field. Links to online documents go on steps only.

Linking an online document to a step's Supporting Documents.

With the agent

Attach a mock file to the chat, then copy the upload prompt. For an online document, use the link prompt.

Upload a file

Upload the file I attached as supporting evidence for [step name] in [workflow name] on [record name].

Link a document

Attach the evidence before asking the agent to do the step.

The agent proposes linking an online document to a step. Illustration

Use mock files only. Nothing from your organization belongs in the sandbox.

Find what you need

By hand

  • Every list, such as Risks, has a search box, a Filter button for that record type's fields, and a sort by due date or creation date.
  • Click Select to pick records and download them.
  • On a dashboard, open Filter to narrow its scope and reporting range.

There is no search across all record types. Start from the list or dashboard closest to your question.

Searching and filtering the Risks list.

With the agent

Summarize risks

How many high or critical residual risks do we have, by category?

Find overdue work

List every overdue remediation with its owner.

A question answered from the Bluth data. Illustration

5. Bring your own agent

There are three ways to put an AI agent to work in your sandbox: the Swarm agent, which needs no setup; Claude, Codex or Muse with the Auditober plugin; or an agent you build in Microsoft Copilot Studio. Each one signs you in through core.assureswarm.com, gets only the access your account has, and sends every change to the Activity Hub for you to approve.

Claude, Codex or Muse, with the Auditober plugin

The Auditober plugin connects your own agent to the sandbox and gives it the skills the Swarm agent uses. It also adds auditober-info, which answers questions about the event from this guide. Your agent runs on its provider's allowance or billing, not your team's.

Claude Code: run these in a session, start a new session, then run /mcp, select plugin:auditober:auditober and choose Authenticate.

/plugin marketplace add rp4/auditober-plugin
/plugin install auditober@auditober-plugin

Claude Desktop and Cowork: download auditober.zip and upload it as it is under Customize, then Plugins. Sign in when Claude asks.

Codex: run these in a terminal. The last command starts the sign-in.

codex plugin marketplace add rp4/auditober-plugin
codex plugin add auditober@auditober-plugin
codex mcp login auditober

Muse is Meta's personal AI agent. If you don't have it yet, sign up at ai.meta.com/muse and redeem referral code FQFWPK in Muse's settings within 48 hours of signing up. Then follow the Muse steps in the plugin's instructions. We have not tested Muse with the sandbox yet, so email support@assureswarm.com if a step doesn't match what you see.

Each sign-in opens core.assureswarm.com in your browser. Sign in with your Auditober email address, check the Authorization Request and choose Authorize Access. Then run coach-setup, or ask what is in my AssureSwarm workspace?

Microsoft Copilot Studio, with the MCP URL

Copilot Studio connects to the sandbox's MCP URL directly, without the plugin. You need maker rights in your organization's Copilot Studio.

MCP URL https://core.assureswarm.com/mcp
  1. In your agent, open Tools, choose Add a tool, then New tool and Model Context Protocol.
  2. Enter a server name, paste the MCP URL as the Server URL, and choose OAuth 2.0 with dynamic discovery.
  3. Create the connection, sign in to AssureSwarm and choose Authorize Access, then add the tool to your agent and test it.

Copilot Studio options that need a manually registered OAuth client are not available on the Auditober sandbox. Use dynamic discovery.

Other MCP clients, such as ChatGPT, GitHub Copilot and Gemini CLI, can use the same URL. Add it as a remote server with OAuth sign-in.

If the connection fails

  • It keeps asking you to sign in: remove the connector, add it again, and finish the sign-in in the same browser.
  • It connects but sees nothing: check you signed in with your Auditober email address, not another AssureSwarm account.
  • A change you approved did not appear: open the suggestion from the Activity Hub and check that you approved every change in it, not only some.

Still stuck? Email support@assureswarm.com and name the tool you were connecting.

6. Build and submit your entry

Choose what to build

You can enter a workflow or evidence flow, a dashboard or a plugin. The four categories are risk assessment, testing, operational audit and most creative. You can participate in multiple categories; you do not need to specify a category when submitting.

  • Workflows and evidence flows: build and run them within the AssureSwarm app, using the Bluth mock data. Your submission includes links to those workflows or evidence flows in the app.
  • Dashboards: build them outside the app with your own agent or development tools, using data from the AssureSwarm MCP. Submit the HTML file with instructions for connecting and running it.
  • Plugins: build them outside the app, on top of an existing AssureSwarm plugin. Extend its files and skills, then test your version with your own agent connected over MCP.

Start from our plugin and data

For a plugin entry, start from an existing AssureSwarm plugin and extend it outside the app. Use the Bluth mock data to test your entry.

  • The AssureSwarm plugin: the skills the Swarm agent uses, as editable files. Download the Audit plugin for audit work, or the Swarm plugin for the general operator skills. To set one up for Claude, Codex or GitHub Copilot, extract it, run node setup.mjs (Node.js 20 or later) and enter the MCP URL when it asks. Copy a skill, change it, and run your version from your own agent. The plugins page lists every variant.
  • The Bluth Company data: the same data set every team starts with, as bluth-company-auditober.json (3.4 MB). You can import an edited copy from Admin, then Data Management. Records are always added as new ones, so first remove from the file any records your team already has.

Submit by email

Send all Auditober submissions to support@assureswarm.com as email attachments. Submitting an entry means you agree to the open-source contribution terms below.

Accepted files are Word documents (.doc or .docx), PowerPoint presentations (.ppt or .pptx), HTML files (.html), Markdown files (.md) and plugin ZIP files (.zip). Keep the combined attachment size to 25 MB or less.

  1. Use the subject Auditober submission: [team name] / [entry title].
  2. Include your name or team name and the entry title.
  3. Attach your files and include links to any workflows or evidence flows you built in the app. The file guidance below explains what to send for each type of entry.
  4. In your email or an attached document, explain the audit problem, what you built, how another participant can use it and what happened when you tested it on mock data.

Entries close on October 31, 2026. The exact cutoff time and timezone are still to be confirmed. Keep a copy of your sent email and attachments.

Files and links to include

  • Workflows and evidence flows built in the app: include a link to each one in your email or write-up. Open it in the app and copy its page URL. Attach a Word document, PowerPoint presentation or Markdown file explaining what it does and how to use it.
  • Dashboards built externally: attach the HTML file and check that it uses data from the AssureSwarm MCP. Include the setup steps needed to connect and run it.
  • Plugins built externally: attach your extended plugin as a ZIP with its files and installation instructions. Name the existing AssureSwarm plugin you started from and explain what you added or changed.

Before you email your entry

  • Open the files you plan to attach and try the entry on mock data. Check that it does what your write-up describes.
  • Check each workflow or evidence-flow link opens in the app. For a dashboard, test that the attached HTML uses MCP data; for a plugin, check that the ZIP contains your extended plugin and the files needed to run it.
  • Explain any changes to the provided templates or data. For a plugin entry, identify the base plugin and your changes.
  • Remove real organization names, private data, passwords and access tokens from the files and linked content you share.
  • Check that all attachments together are 25 MB or less. Keep your own copy of the source files and any sandbox data you need.

For corrections or questions about an entry you have sent, reply in the same email thread and identify the entry title. If your email bounces or your mail service rejects an attachment, contact support@assureswarm.com without the attachment and describe the problem.

Open-source contribution

Every Auditober entry is a contribution to the audit community's shared playbook. By submitting an entry, you grant AssureSwarm and anyone who receives the entry a perpetual, worldwide, royalty-free and irrevocable license to use, copy, modify, publish, distribute and build on it, in whole or in part, for any purpose. AssureSwarm may release any entry to the public under an open-source license of its choosing, without attribution and without payment beyond any prize awarded.

Once you submit, the solution is the community's to use. Neither you nor your team will hold exclusive rights to it, and you may not restrict how others use, adapt or share it. Submit only work you have the right to contribute. If your employer may have rights in what you build, confirm with them before you submit.

Judging, prizes and sharing

The event page lists four category winners. Each wins an AuditKeyboard and a QAIP readiness review from Cherry Hill Advisory; the winners also share $1,000,000 in AssureSwarm subscriptions. Winners are planned for November.

Entries will be shared anonymously with participants, under the open-source contribution terms above. The full judging process, panel, announcement date and prize terms have not yet been published. The date sandbox access ends has not been announced either. Keep your own export and contact the organizers if any of these details affect your entry.

7. Get help and give feedback

Report an issue or suggest an improvement

  1. In the agent, choose Feedback at the top of the chat.
  2. Pick Report an issue or Suggest an improvement. The agent drafts a title and description from your conversation. Edit them freely.
  3. For an issue, set the severity. A screenshot of your screen is attached automatically; remove it or replace it if you want. Then choose Submit issue.

Say what you were trying to do, what you expected, and what happened. If your team's AI allowance has run out, you can still write and send feedback by hand.

Sending an issue report from the agent.

Office hours

Bring questions about your sandbox, your entry or the submission steps.

Book your office hours and choose a time on the calendar.

Your team's AI allowance

Each team shares a $50 AI allowance for the whole of Auditober, with a daily limit on top. The top of the agent shows what your team has used today, for example Team budget $0.00 / $25.00 today. The allowance covers the Swarm agent's chats, feedback drafting and document reading, and it does not reset each month. When it runs out, the agent tells you and stops making AI calls. The app, the dashboards and any agent you connect yourself keep working. Your own agent uses its provider's allowance or billing, separately from the included Swarm allowance. Check the amount shown in the chat for your team's current daily limit.