Does an AI Agent Need Access to Internal Company Data?
It needs the workflow, the screens, fields and actions a task runs through, and rarely the raw values. Check which values your agent read for one task.
Research topic
workflow access
Research on workflow access: AI agent security, tokenization and checks for sensitive data access before allowing enterprise workflows to run.
How Do You Give AI Agents Access to Workflows Without Exposing Sensitive Data?
Separate workflow access, meaning navigating and filling fields, from access to screen values, granted at approved destinations. Check what a platform has.