AI & Automation Security Review
AI & Automation Security Review for Swiss SMEs
Use AI tools and automation without losing control of data, access, ownership, or critical workflows.
Clearpoint reviews how AI tools, no-code automations, scripts, API keys, shared accounts, and integrations are used in practice — then turns the risks into clear priorities and safer operating rules.
This is for Swiss SMEs that are already experimenting with AI or automation, or want a clearer plan before expanding their use.
Who this is for
- Teams using ChatGPT, Copilot, Gemini, Claude or similar tools
- Businesses using Zapier, Make, Airtable, Notion, Microsoft 365, Google Workspace, CRM or SaaS integrations
- Workflows depending on scripts, API keys, shared accounts or one person’s laptop/mailbox
- Management that wants practical rules, not heavy governance
Typical triggers
- Employees use AI tools without clear guidance
- Sensitive client, financial, HR or operational data may enter external tools
- Automations are useful but fragile or undocumented
- Nobody is fully sure which systems exchange data or who owns them
What you receive
- Short risk and dependency summary
- Prioritised action list
- Quick wins for safer AI and automation use
- Recommendations for access, credentials, ownership and documentation
- Optional implementation support
What can be reviewed
AI tool usage and data handling
- which AI tools are used and for what purpose
- what data employees may enter into external tools
- client confidentiality, personal data, and sensitive business information risks
- human review points for AI-generated output
Workflow automation and integrations
- no-code, low-code, SaaS, and script-based automations
- data flows between email, cloud storage, CRM, spreadsheets, and internal tools
- error handling, notifications, and failure visibility
- fragile or undocumented dependencies
Access, credentials, and ownership
- personal accounts used for business-critical automations
- API keys, service accounts, shared mailboxes, and privileged access
- account recovery and offboarding risks
- clear ownership for workflows and connected tools
Documentation and continuity
- what the automation does, who owns it, and how it can be changed safely
- dependencies on specific people, devices, accounts, or vendors
- backup, export, or rollback options for critical workflows
- practical recovery steps if an automation or AI-assisted process fails
Lightweight governance
- simple AI and automation usage rules
- approval points for sensitive workflows
- practical guardrails for client data, credentials, and confidential information
- priorities that help the business move forward without unnecessary bureaucracy
Start with a short conversation
If you are not sure whether this review fits your situation, start with a free initial conversation. We can identify the likely priority and decide whether a focused AI and automation security review would be useful.