Data access
Agree which apps and information the automation needs, and review that again whenever the task changes.
Security & Controls
Decide what each automation can see and do.
On the strategy call, we agree what each tool can access, what it must never do, when it asks a person, what it records, and what happens if something breaks. People stay responsible for sensitive and regulated decisions.
Passwords and logins
Decide how logins are stored, and keep passwords out of AI instructions, messages, and customer conversations.
Permissions
Decide what the AI employee can do on its own, what needs your approval, and what it can never do.
When a person steps in
Decide who gets anything unclear, sensitive, restricted, unusual, or that needs judgment.
Activity records
Decide which actions are recorded so you can review what happened and fix problems.
Regulated decisions
Keep legal, medical, financial, insurance, and similar judgments with qualified people.
When something breaks
Every automation needs a plan for when a connected app fails or the next step is unclear.
A connection between apps stops working
Decide whether the affected steps pause, what gets recorded, who is alerted, and how it is retried or done by hand.
A tool is down
Choose whether it waits and tries again, uses a backup you approved, or passes the task to a person.
It is not sure what to do next
It asks a question you approved, or hands the task to a person.
Your controls
Every automation gets clear limits before it launches.
What needs your approval
When it stops
When it asks a person
What it can never do
What it may say to customers
Controls and security measures depend on the tools and tasks involved. This page does not claim a certification or universal regulatory compliance.
Set the limits together before anything is built.
On the strategy call, we agree what it can access, what it must never do, what needs your approval, and when a person steps in.