Controls built in
Workflows scoped to handle sensitive data carefully, with audit trails. If you need a BAA, we confirm in writing at the start whether we can sign one.
Industries / Compliance & HIPAA
AI & automation for Compliance & HIPAA.
Automation that respects the rules
DwgWhat we build for Compliance & HIPAA
SheetIndustries
Steps04
When you handle health, financial, or personal data, automation has to be built with compliance in mind from day one. We design systems with audit trails and least-privilege access, so the efficiency does not come at the cost of your controls. If you need a BAA, we confirm in writing at the start whether we can sign one.
Where it hurts
3 pain points- Off-the-shelf tools that move sensitive data in ways you can't audit
- Manual handling of PHI/PII because no one trusts the automation
- No clear trail of who accessed what, when
What we build for you
4 buildsLeast-privilege access
Tightly scoped API and data access; secrets kept out of source.
Audit trails
Logged, traceable actions so you always know who did what.
Secure integrations
Connect EHRs, CRMs, and tools without exposing sensitive data.
See the full list of services or browse automation use cases.
The cost of leaving it manual
Handling sensitive data through tools you can't audit is a risk that compounds quietly - until the one time you need a trail and don't have it.
Common bottlenecks here
Recipes for Compliance & HIPAA
5 recipesAuto-file Gmail attachments to Drive by sender and type
Attachments pile up in a shared inbox and someone has to open each email, work out whose file it is, and save it to the right Drive folder by hand.
New email with an attachment arrives in Gmail → Sender and file type matched to a folder rule → File saved to the matching Drive folder
Extract data from Drive PDFs into a Sheet
PDFs land in a Drive folder and someone opens each one to copy the numbers into a spreadsheet by hand.
New PDF added to a watched Drive folder → Document parsed and fields extracted → Row written to the Sheet → Files that fail to parse are flagged for a manual look
Sync a Google Form to Sheets with validation and alerts
Form submissions land in a spreadsheet unchecked, so bad or incomplete entries aren't caught until someone reviews the sheet later.
Form submitted → Response written to Sheets → Entry checked against validation rules → Invalid or urgent entries trigger a Gmail alert
Send Slack alerts from Airtable status changes
A specific status field, blocked, overdue, ready for review, needs eyes fast, but nobody watches the base closely enough to catch the change.
Status field changes on an Airtable record → Change matched against the statuses worth alerting on → Alert posted to the relevant Slack channel
Dedupe CRM contacts on a schedule
The same contact gets created two or three times, once from a form, once from an import, once from a manual add, and reports double-count them.
Scheduled job scans contacts for likely duplicates → Matches ranked by confidence rules → Records merged automatically above the confidence threshold, flagged below it
Common questions
- How do you keep automation compliant?
- We build workflows with least-privilege access and audit trails, so the efficiency doesn't cost you your controls. If you need a BAA, we confirm in writing at the start whether we can sign one.
- Can you connect our EHR and CRM securely?
- Yes - secure, scoped integrations move data between systems without exposing it, and every action is logged so you always know who accessed what.
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