RESOURCES

Understand automation before you invest in it.

Practical resources to understand where automation fits, how your existing tools can connect, and how reliable workflows are designed before you commit to building them.

Our approach to security

Four principles guide how we protect your data and systems.

Security by Design

Security isn't an afterthought. Access, credentials, data movement and human checkpoints are considered while the workflow is being designed.

Defense in Depth

Multiple layers of platform security, scoped credentials, permissions and workflow controls work together instead of relying on one safeguard.

Continuous Visibility

Workflow executions, errors and important events can be logged so activity remains visible and failures can be investigated.

Transparency & Ownership

Your accounts and credentials remain under your control. Connected systems, permissions and data movement can be clearly documented.

How we protect
your data

Practical controls can be applied across workflows, connected systems and the infrastructure used to run them. Select a category to see specific measures.

Data Protection
Comprehensive protection from collection to deletion
Data minimisation Process only information the workflow requires
Storage Avoid unnecessary duplication of customer data
Encryption Encrypted connections where supported
Ownership Client data remains under client control
Deletion Remove workflow data when it is no longer required
Exposure Limit unnecessary systems touching sensitive information
Infrastructure Security
Established cloud and workflow infrastructure
Hosting Established cloud and automation platforms
Credentials Appropriate secret and credential stores
Configuration Sensitive settings separated from workflow logic
Environment Separate production and testing where required
Availability Reliable infrastructure selected for critical workflows
Monitoring Important failures can trigger alerts
Application Security
Controlled inputs, integrations and workflow logic
Input validation Important inputs validated before execution
Workflow rules Explicit logic for high-impact actions
Error handling Fallback paths added where failures matter
Approvals Human checkpoints can remain in sensitive processes
Testing Critical paths reviewed before deployment
Change control Important workflow changes can be documented
Access Management
Scoped permissions and client-controlled credentials
Least privilege Only permissions required by the workflow
Authentication OAuth and scoped API keys where available
Ownership Primary accounts remain under client ownership
Revocation Connections can be revoked when access changes
Separation Access can be separated across systems
Review Permissions can be reviewed as workflows evolve
Third-Party Services
Limit the number of systems touching sensitive data
Purpose Use services only where they serve a clear workflow purpose
Transfers Reduce unnecessary transfers between platforms
Documentation Document systems used in important workflow paths
Permissions Third parties receive only required access
Dependencies Avoid unnecessary vendor complexity
Ownership Client retains control of key service accounts
Incident Response
Trace failures and regain control quickly
Failures Relevant workflow failures can be logged
Alerts Important failures can trigger notifications
Access Credentials and integrations can be revoked
Diagnosis Execution history helps identify failure points
Recovery Fallback paths can reduce operational disruption
Review Important incidents can inform workflow improvements
Logging & Oversight
Maintain visibility into automated activity
Executions Track important workflow runs and outcomes
Events Key system events can remain visible
Human review Keep approval where full autonomy is inappropriate
Troubleshooting Activity history supports investigation
Accountability Important automated actions can be reviewed
Optimisation Logs can expose recurring workflow problems
03 / INTEGRATIONS

Integrate your existing stack.

We connect with the tools your team already uses, so automation can fit into existing systems without forcing you to rebuild your technology stack.

Slack
Teams
Outlook
Gmail
Calendar
Drive
Sheets
HubSpot
Salesforce
Pipedrive
Odoo
Notion
Airtable
Typeform
Calendly
Shopify
WooCommerce
Stripe
Xero
Asana
Trello
WordPress
WhatsApp
n8n
Zapier
Make
Dropbox
QuickBooks
OpenAI
Anthropic
04 / INSTANT AI AUDIT

Find what is actually worth automating first.

Map a process in your business and identify repetitive steps, bottlenecks and handoffs that may be worth automating before investing in a build.

Workflow mapping Bottleneck identification Automation opportunities
Start Instant AI Audit →
AUTOMATION OPPORTUNITY REVIEW
PROCESS AUTOMATION POTENTIAL
74%
Workflow mapped
DONE
Manual handoffs identified
DONE
Repetitive tasks identified
DONE
Automation opportunities reviewed
ANALYSIS