Security and governance

Security and Governance for AI Workflows

Production AI fails when governance is postponed. Agentra designs data access, approval rules, exception queues, audit logs, and ownership before the workflow goes live.

Access model

Least-access workflow design comes before build.

The diagnostic identifies which systems, fields, records, and users are required for one workflow. Access is scoped to the agreed slice, not a broad transformation wishlist.

  • Required systems and fields
  • Role-based permissions
  • Credential ownership
  • Access blockers
  • Data-retention expectations
Human approval

Material actions stay behind human approval rules.

Agentra separates low-risk automation from decisions that require review, approval, escalation, or exception handling.

  • Reply approvals
  • Payment-release blocks
  • Client-update review
  • Low-confidence review
  • Escalation paths
Audit and exceptions

Every live workflow needs a record of what happened and why.

Audit logs and exception queues make the workflow operable after launch. They also help leadership see whether the workflow is improving or creating risk.

  • Action logs
  • Exception categories
  • Approver identity
  • Confidence thresholds
  • Before/after KPI baseline
AI model posture

Agentra does not require your private workflow data to train public models.

The implementation approach depends on client systems and security requirements, but production design avoids casual data exposure and documents model/data boundaries.

  • No casual data dumping
  • Model boundary review
  • Sensitive-field handling
  • Prompt and output controls
  • Client-specific deployment notes
FAQ

Answers for buyers and operators.

Can Agentra deploy without access to production systems?

No, not for a real deployment. The diagnostic can start with screenshots, exports, and process walkthroughs, but a live workflow requires controlled access to the agreed systems.

Do humans stay in control?

Yes. Material workflow actions use human approval rules, exception queues, and logs. Agentra rejects fully autonomous deployment when the risk profile needs review.

Can security review happen before build?

Yes. The Workflow Deployment Assessment is the right place to identify access, permission, retention, and governance requirements before a 45-day pod starts.

Next step

Bring one painful workflow.

Agentra will qualify owner, KPI, data, access, approval rules, and deployment readiness before recommending a diagnostic or rejecting the fit.

Security and Governance | Agentra