Scope before build
Good automation starts with good boundaries.
Each project should define which tools, information, people, and checks are involved before implementation begins.
Current project focus
Porter Help Desk currently focuses on business workflows that can be assessed and scoped without protected health information or other highly sensitive or regulated records. Projects involving those records are outside our current scope unless requirements and appropriate safeguards have been reviewed and agreed in advance.
What to share in the inquiry form
Use a high-level description of the process. Do not submit passwords, customer records, health information, payment details, or confidential business information through the form.
Human review and monitoring
AI-generated content and automated actions can be wrong or incomplete. Project scopes should identify who reviews outputs, who handles exceptions, and who monitors the workflow after launch.
Form submissions
The assessment form sends the information you enter through Formspree to Porter Help Desk so we can respond to your request. Do not use it to transmit sensitive records.
Project-specific review: Data categories, access, vendor configuration, retention, and monitoring must be discussed for each proposed workflow. This page is a plain-language summary of current service boundaries, not a legal compliance guarantee.
Book a workflow assessment