Private beta
Privacy and data handling
Workflow Record is currently a private beta for operational knowledge workflows. During beta, please upload only materials you are comfortable sharing in an early product. For now, that means no personally identifiable information, no customer data, and no regulated material.
What to upload during beta
- Operational policies and procedures
- Escalation playbooks and approval rules
- Runbooks, rollback guidance, and messaging constraints
- Redacted or lower-risk materials when possible
What to avoid during beta
- Regulated data
- Personally identifiable information
- Customer data or customer-specific notes
- Highly confidential company materials
- Data that would require a formal compliance or enterprise security review
How deletion works today
- You can delete uploaded files from your workspace directly in the product.
- Deleting a file removes both the uploaded object and its source record.
- If you want broader workspace cleanup during beta, we can manually delete workspace data on request.
Beta trust boundary
This page is meant to set honest expectations for a private beta. It is not a formal legal policy or enterprise security commitment.