Digital governanceCustom pilot

Governance and Security Agent

Brings tools, responsibilities and risk observations into one human-reviewed view.

A guided assessment and reporting workflow for mapping digital tools, permissions, data flows and agreed improvement actions.

Agents and digital tools

Custom pilots for customer service, sales, calls, procurement and digital governance.

View all agents
Customer serviceCustom pilot

Customer Service Agent

Helps website visitors find an answer and the right next step.

  • Answers from approved sources
  • Guidance to the right service
  • Human escalation when needed

Pricing unlocks after contact details

Explore the agent
Phone serviceCustom pilot

Reception Agent

Answers calls, collects the essential details and routes the matter to the right person.

  • Initial call handling
  • Agreed details captured
  • Routing or transfer to a person

Pricing unlocks after contact details

Explore the agent
Sales and proposalsCustom pilot

Lead Qualification and Proposal Agent

Collects the information sales needs and prepares a well-founded next step.

  • Better starting data for sales
  • Need and fit clarified
  • Faster start to proposal work

Pricing unlocks after contact details

Explore the agent
Public procurementCustom pilot

Tender Watch and Procurement Agent

Monitors agreed procurement sources and compiles the most relevant opportunities for review.

  • Client-specific search criteria
  • Regular summaries
  • Human-reviewed prioritisation

Pricing unlocks after contact details

Explore the agent
Digital governanceCustom pilot

Governance and Security Agent

Brings tools, responsibilities and risk observations into one human-reviewed view.

  • Structured tool register
  • Responsibilities and observations visible
  • Human-reviewed report

Pricing unlocks after contact details

Explore the agent

1 / 5

Business challenge

Tools and responsibilities become fragmented

A business may use many cloud, marketing and machine-learning tools without one current view of owners, permissions, processed information or agreed reviews.

Solution model

A structured assessment for decision support

The service gathers answers through a controlled questionnaire, creates a tool register and prepares observations for human review. It supports prioritisation but does not provide automatic certification or legal assurance.

Key capabilities

A focused task with clear action points

A focused task with clear action points

  • Mapping digital tools and owners
  • Structuring permission and data-flow questions
  • Identifying missing information and review needs
  • Preparing a reviewed report and action list

What the business may gain

  • Shared visibility into tools in use
  • Clearer ownership and review points
  • Prioritised improvement list
  • A better starting point for expert assessment

Example workflow

How one case progresses

  1. 01

    Information is collected

    Responsible people complete a focused questionnaire and tool details.

  2. 02

    The view is structured

    Tools, owners, data flows and gaps are brought together.

  3. 03

    A person reviews

    An expert evaluates observations, boundaries and the basis for recommendations.

  4. 04

    Actions are agreed

    The business prioritises owners, deadlines and further assessments.

Integrations

Connections are confirmed during technical discovery

Implementation foundation

  • Secure questionnaire
  • Supabase
  • Protected document storage
  • OpenAI API
  • Resend

Possible additional integrations

  • Scheduled review reminders
  • Microsoft 365
  • Google Workspace
  • Governance platforms

Who it is for

A strong starting point when the need is repeatable and can be scoped

  • SMEs without a central tool register
  • Organisations adopting new digital or AI-enabled services
  • Leaders who need a reviewable current-state view

Typical use cases

  • Register of SaaS and machine-learning tools
  • Periodic access-right review
  • Supplier and data-flow mapping
  • Preparation of an internal governance report

Installation and launch

From pilot to controlled launch

  1. 01

    Define the objective and scope

  2. 02

    Design questions, data categories and access

  3. 03

    Implement the secure questionnaire and register

  4. 04

    Run a trial assessment and human reporting process

  5. 05

    Launch with agreed review cycles

Security and human oversight

Responsibilities and boundaries are designed before implementation

The service is not automatic legal, security or regulatory certification. Observations and recommendations must be reviewed with appropriate expertise.

  • Access only for the named assessment group

  • Need for sensitive documents assessed before collection

  • Observations separated from verified facts

  • No automatic legal, audit or certification decision

Pricing

Pricing unlocks after contact details

The implementation price depends on the workflow, information sources, usage volume and integrations. Pricing is not included in public page content.

An inquiry does not create an order. Scope and integrations are confirmed before a proposal.

Ask about pricing and packages

Frequently asked questions

Before ordering a pilot

Is this an automatic security audit?

No. The service supports information collection and structuring. Final assessment requires human review and, where needed, qualified security or legal expertise.

Does the service issue a certificate?

No. It is not presented as ISO, GDPR, EU AI Act or other compliance certification.

Is a Microsoft 365 or Google Workspace connection required?

Not for the first version. Integrations are optional and require separate technical, contractual and privacy assessment.

Start with a focused pilot

Tell us about the current workflow. AuditExpert-AI reviews the objective, information sources, responsibilities and integrations before proposing an implementation.