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AI & Automation

Data governance before using AI in an SME: permissions, sources and traceability

Before connecting AI to CRM, email or documents, an SME must organise permissions, trusted sources, sensitive data and traceability.

Blurtek
3 min read36 palabras
01

AI amplifies messy data

Before connecting AI to CRM, email or documents, define which sources it can read, what actions it can perform and who is accountable.

  • Inventory of connected sources
  • Sensitive data classification
  • Review permissions and public links
  • Human approval for risky actions
  • Log prompts, answers and actions
  • Plan to revoke access and rotate keys

Start with a small use case, limit permissions and measure results before expanding.

At Blurtek we design AI automations with permissions, sensitive data and traceability in mind. Let’s talk.

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