For automation agencies
Risk Reviews for Automation Agencies
When an automation moves customer data or triggers real actions, the handover should explain more than how the workflow runs. It should show what it can access and how the client stays in control.
Your automations are becoming business-critical
Automations that begin as productivity experiments often become part of sales, support, finance and operations. Downtime matters, but so do excess permissions and unclear approval steps.
Show clients what each agent can access
Record every connected tool and describe access in plain terms. Can the workflow read a Gmail inbox? Update HubSpot? Merge GitHub code? Trigger a Stripe refund? Those details make the review useful.
Prioritize fixes
Use findings to separate immediate control gaps from lower-impact housekeeping. Removing unused write access or adding approval before a payment action gives the client a concrete improvement.
Share audit results
Generate a report for the handover and keep the action plan available after launch. Business workspaces can give clients read-only audit access without exposing billing or configuration controls.
FAQ
Questions people ask before a review
Add a clear risk handover to every automation.
Show clients what the workflow can do, what needs attention and who owns the next step.