Data handling
Agree the handling rules before the data moves.
This page describes the operating principles for a Workbotic Data Ops engagement. It is not a substitute for a contract, privacy policy or legal advice.
1. Scope and data classification
Before work starts, the client identifies the type of information involved, the source, destination, volume and whether it includes personal, sensitive, regulated, payment-card, identity or confidential information. Projects starting from A$549 are intended for straightforward, lower-risk business data. Higher-risk work may require different controls, a custom quote or may be declined.
2. Approved tools
The tools used for extraction, transformation, validation and delivery are agreed before processing. Client data is not placed into publicly accessible consumer AI chat tools. Any cloud service, API or external processor must be appropriate for the agreed data type and client requirements.
3. Access and least privilege
Where direct system access is required, access should be limited to the minimum permissions and time needed for the task. Import-ready files are preferred when they reduce unnecessary access to production systems.
4. Storage and transfer
The parties agree the file-transfer method and working storage location before data is shared. Sensitive information should not be sent through the public quote form or ordinary email unless the client has explicitly accepted that method.
5. Quality and exceptions
A representative sample and validation rules are approved before full processing. Unclear or conflicting records are flagged for review rather than guessed. Automated output is subject to human review against the agreed checks.
6. Retention and deletion
The parties agree how long working copies and delivered outputs will be retained. Copies that are no longer required should be securely deleted, subject to contractual, legal and backup constraints.
7. Client responsibilities
The client confirms it has authority to provide the data and instructions, identifies applicable contractual or regulatory restrictions, supplies accurate processing rules and reviews the sample and output within the agreed time.