SecureFlow · free self-serve route

Define the workflow before you automate it.

Complete these eight controls, keep the answers in your own systems, then re-run the Snapshot. No sales call, password, file upload or marketing consent is required.

1

Trigger

Write the single event that starts the workflow. Avoid “when needed” or a judgement call.

2

Owner

Name one accountable process owner and one fallback owner.

3

Inputs

List each required field and remove anything not needed for the action.

4

Rules

Write deterministic routing, duplicate and rejection rules before adding AI.

5

Approval

Identify payments, contracts, regulated advice and external messages that require a person.

6

Exception

Define what stops safely, who receives the alert, and what evidence they need.

7

Baseline

Record current weekly volume, manual hours, rework and missed-response rate.

8

Acceptance

Create one normal test, one duplicate, one missing field and one connector failure.

Ready to re-scan when…

  • The trigger has one meaning
  • Required data is minimal
  • One owner accepts exceptions
  • High-impact actions keep approval
  • The process is repeated and measurable
  • Four acceptance tests are written
Re-run the free snapshot →

This kit is general workflow-planning information, not an audit, certification, penetration test or legal advice. If you suspect an active cyber incident, use official Australian Government reporting and recovery guidance instead of connecting more systems.