Workflow

From connection to audit report.

The point is not to generate another dashboard of unresolved findings. The point is to move from review to action, and from action to evidence.

Add a source and define the first review boundary. Credentials are encrypted and isolated before any scan runs.

encrypted_credential

tenant_scoped

source_scoped

Run an initial pass to map schemas, flag likely sensitive fields, and show where deeper review is worth the time.

adaptive_sample

schema_map

no_full_scan

Review findings with field evidence, confidence, and risk so teams can decide what needs action.

field_evidence

risk_ranked

review_queue

Apply the right control: de-identify, generate a safe export, or prepare a governed copy for downstream use.

mask

synthetic_export

governed_copy

Keep the decision trail so teams can show what changed and which policy or reviewer approved the outcome.

audit_logged

policy_linked

report_ready

The first session

Use the first conversation to test fit, not to sit through a pitch.

The right outcome of an initial review is clarity: can it run where it needs to run, does it fit your first workflow, and is a pilot justified?