Topic

Automation, integrations, and the records they need

The build is the easy half. What decides whether it survives an audit is what was written down before it went live.

If an automation uses personal data, the law treats it like any other use of that data. It needs a lawful reason to use the data (a legal basis) and a written record, both in place before it runs.

The articles below cover both halves: what it takes to connect the systems, and the short list of things you need in writing before an automation that uses personal data can run.

Free checkDoes this automation need an assessment?Checks what the automation would do against the DPC's list, and tells you whether a data protection impact assessment (DPIA) is required.

3 articles on this

Automation
Automating something that touches personal data: what has to be written down
Five things to write down before an automation that moves personal data goes live.9 minute read · 5 sources
Run
What Run, our monthly service, covers
Run keeps what we built or secured for you working: up to five of your systems watched and fixed when they fail, your website kept up to date, and one report a month. It is €450 a month, or €850 a month with your Google and Meta ad accounts managed, and it starts after a Build or Secured and proven.3 minute read · 1 source
Integrations
What it takes to connect Revolut Business to your accounts package
The API is real, well documented and free once you are on the right plan. The work is in the setup and in what you do with the transactions afterwards.8 minute read · 3 sources

What we do about this

Connect and automateBuildWe join up the systems you already use and automate the jobs that repeat.
Cardinal, the platformClient portalProgress on your work, reports, invoices and support in one account, beside the automation, reporting and compliance work we run for you.
FourWinds Reporting, connectedCustom dashboardsYour ad spend, enquiries, sales and invoices on one screen in your portal, taken from your own accounts.

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Automation, integrations, and the records they need

3 articles on this

Automating something that touches personal data: what has to be written down

What Run, our monthly service, covers

What it takes to connect Revolut Business to your accounts package

What we do about this

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