ServicesGoverned workflow automation

Automation that moves only the data it needs

Every time an automation copies data, personal data can end up somewhere unplanned. We build automations that move only what each system needs, stay in approved systems and regions, and log every run.

  • Field-level data minimisation
  • Self-hosted where required
  • A log of every run
Client onboarding, run logExample, one runCompleted
Signed agreement receivedE-signature tool, webhook verifiedDone
Client record created in the CRM7 fields passed. ID document not copied.Done
Billing account openedName, address, VAT number onlyDone
Kick-off task for the account teamClient name and start date onlyDone
Run record writtenSteps, timings, field names. No values.Logged

How we build them

So an automation doesn't become a data leak.

  • Field-level minimisation

    Each step receives only the fields the next system needs. The billing tool doesn't get the ID scan.

  • Approved systems and regions

    Data moves only between systems on your approved list, in the regions they're approved for.

  • Secrets in a vault

    API keys and passwords held in a secrets manager, not pasted into workflow tools, and rotated on a schedule.

  • Self-hosted when needed

    Where a hosted automation platform isn't acceptable, workflows run in your own cloud, on a self-hosted orchestrator or as plain code.

  • No stray copies

    Execution history in intermediate tools is trimmed so personal data doesn't build up where nobody looks.

  • Run logs and alerts

    Every run recorded by step and field name, with alerts when something fails, so errors don't fail silently.

Only the fields each system needs

Typical workflows

Fixed rules, no guesswork. When an input is messy enough to need judgement, that step becomes an agent with its own limits.

  • Intake and onboarding

    Forms, signatures and documents turned into records in the right systems, with the originals kept in one place.

  • Billing and payments

    Invoices raised when work closes, payment links sent, and books updated, with card data handled only by the payment provider.

  • Reporting

    Weekly and monthly numbers built from your systems, aggregated so the report doesn't carry personal data.

  • Deletion requests

    A data subject's deletion request carried out across every connected system, with a record that it was done.

In production

An 8-truck plumbing company in Newark ran its customers out of a shared spreadsheet. Now quotes, invoices and payments move through a CRM with roles, and card payments go through hosted links.

+41%Quotes won
Same dayQuote to payment, from 8 days
22hAdmin saved each week
$28.6kExtra revenue in 60 days

Read the case study

Questions

Do you use Zapier, Make or n8n?

Yes, along with many other platforms, where they fit your data rules. If a hosted platform isn't acceptable, we self-host or write the workflow as code you own.

What happens when a step fails?

It retries where that's safe, then alerts a named person with the run details. Nothing fails silently.

Can you automate deletion and access requests?

Yes. Finding and deleting a person's data across connected systems is one of the most useful automations for a privacy team, and the run log becomes your record that it was done.

Which process copies data around by hand today?

Tell us on a free 15-minute discovery call. We'll tell you whether it's worth automating, and how we'd do it safely.

  • Pick a time that suits you
  • 15 minutes with an engineer
  • Clear next steps

Prefer to write first? hello@agentimus.io, or WhatsApp. We're glad to sign an NDA before you share details.

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