Security & Data Handling
You own the infrastructure
Workflows are built inside your accounts — your Slack, your CRM, your cloud. There is no Uptick-hosted copy of your data and no lock-in: if the engagement ends, the systems keep running and remain yours.
Least-privilege access
Access is scoped to the specific tools and permissions each workflow requires, granted through your identity provider or per-tool OAuth, and removed when the engagement ends. We ask for the narrowest scopes that let the workflow run.
Data minimization
Agentic workflows process the data they need in place; we do not copy your records into external datastores beyond what a workflow requires to run. Credentials live in your secret manager, never in code.
Confidentiality
Engagement details — your tools, your numbers, your processes — are confidential by default. Case studies published on this site are illustrative composites, not client accounts.
Questions
Security review as part of procurement? Bring your questionnaire to the discovery call, or send it through the contact form — response within one business day.