Security & Compliance
Security-first automation—practical, not performative. We design workflows with least-privilege access, clear auditability, and human approval gates for sensitive actions.
By default, your data stays in client-owned systems (Microsoft 365, Google Workspace, or AWS). We avoid creating a second “system of record” unless it’s required for the workflow.
Least-privilege access only. We document permissions, data flows, and keep admin vs operator actions clearly separated.
Approvals are added where automation could create business, compliance, or financial risk (client communications, submissions, payments, high-impact record updates).
We prioritize traceability: what ran, when it ran, what changed, and who approved sensitive steps— so you can explain outcomes with confidence.
When AI is used inside a workflow, we enforce guardrails to prevent “surprises.”
- Confidence thresholds (auto-post only above a defined bar)
- Allow-listed actions only (no freeform execution)
- Minimization/redaction when practical
- Versioning + change control for prompts/models
- Exception queue for low-confidence items
Please do not submit sensitive personal information through the website contact form. We’ll confirm the best secure channel during the first call.