Know what entered the workflow
Record the source, collection date, ownership, permitted use, and sensitivity of the data involved. Distinguish a literal observation from an inferred relationship or generated suggestion. Source context matters when a report is incomplete, a crawl is stale, or a model makes a plausible assertion that the supplied evidence does not establish.
Explore implementation services ↗Match permissions to the action
Reading a report, generating a draft, publishing a page, and contacting a person require different authority. Define approval rules and least-privilege access for each action. External content must be treated as data rather than instructions that can override workflow policy, particularly when email, website text, or uploaded documents enter automated analysis.
Search Intel Os ↗Plan for review, retention, and handover
Agree on retention, deletion, account removal, operational logs, and access review before importing sensitive material. Customer-controlled infrastructure still requires configuration and maintenance. Applicable legal obligations depend on the actual data and activity; governance documentation supports review but is not a blanket compliance certification or a substitute for appropriate legal advice.
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