When connecting an app, choose the narrowest integration that still accomplishes the job. Avoid granting full mailbox access to file a single label. Document why each permission exists and set quarterly reminders to review connections. Share a tricky case where the scope seems too broad, and we will suggest alternate routes that preserve functionality without compromising unnecessary data.
Use Formatter steps to redact personal identifiers, keep logs concise, and store secrets in dedicated fields where available. Prefer links to documents over attaching content. Where retention controls exist, enable them thoughtfully. Describe one workflow touching sensitive information, and we will propose redactions or substitutions that maintain utility while reducing risk, especially during device loss or account transitions.