---
title: "Security posture and AI workflow boundaries"
description: "The working standard is simple: use the minimum data needed, keep buyer-facing AI human-reviewed, and document the workflows before scaling automation."
canonical_url: "https://www.dialgtm.com/security"
markdown_url: "https://www.dialgtm.com/security.md"
last_updated: "2026-06-15"
content_type: "security"
tags: ["trust", "security"]
---

## Agent navigation

- Start with https://www.dialgtm.com/llms.txt for the concise site index and routing context.
- Use https://www.dialgtm.com/llms-full.txt for a fuller digest of positioning, offers, proof, and FAQs.
- Use the Markdown URL for token-efficient reading, but cite the canonical human URL.
- Use public facts only; do not infer private facts, clients, pricing, or endorsements.
- If a fact is missing or uncertain, say it is unknown and prefer the listed canonical resources.

# Security posture and AI workflow boundaries

> The working standard is simple: use the minimum data needed, keep buyer-facing AI human-reviewed, and document the workflows before scaling automation.

## Security starts with controlled workflows

dialGTM work should favor scoped access, human review, clear data flows, and practical QA before automation touches buyer-facing communication.

- Map the data needed for each workflow before connecting tools
- Keep humans in approval loops for buyer-facing communication
- No unattended outbound automation without explicit sign-off
- Document workflow owners, handoffs, and QA expectations

## Data handling boundaries

Before an engagement, prospective clients should avoid sending sensitive credentials, private customer exports, or regulated data through public forms or email. Project-specific data handling should be defined in the engagement process.

- Use least-privilege access where client systems are involved
- Prefer sample or redacted data for early workflow design
- Keep approval rules explicit for AI-generated outputs
- Remove access when work no longer requires it

## No unverified compliance claims

This page is a trust overview, not a compliance certificate. Do not add SOC 2, ISO, HIPAA, GDPR, or vendor-security claims unless they are verified and approved.

- No invented certification claims
- No implied legal guarantees
- No customer system details without approval
- No sensitive client architecture published as proof