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.

An automation is a processing operation. That sentence is the whole of the compliance content on this subject, and it is the one thing an implementer usually has not thought about, because the work looks like plumbing and plumbing does not normally have a legal basis.

The articles below are about both halves: what it actually takes to connect the systems, and the short list of things that have to exist on paper before an automated process that touches personal data is allowed to run.

Free check

Does this automation need an assessment?

Most integrations do not need a DPIA and a few clearly do. This runs the Irish list against what the automation would actually do.

3 articles on this

Automation

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

The build is the easy half. What decides whether it survives a complaint is the five things that should have been written down before it went live.

9 minute read4 sources

Working with a provider

What a monthly technology retainer should actually cover

A monthly fee buys attention. What decides whether it is worth paying is what runs underneath it, and who profits when your provider recommends something.

7 minute read3 sources

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 read3 sources

What we do about this

Custom build

Workflow automation

Software that does a repeating job on a schedule.

Systems that talk

Integrations

We connect the systems you already pay for so data moves between them without anybody retyping it.

The platform

Cardinal

The client portal.

FourWinds Reporting, connected

Custom dashboards

Your ad spend, sales, enquiries, invoices and bank balance on one screen in your portal.

Talk to us