Harbor Point Advisory · client workspace
Synthetic demo: fictional businesses, fictional data
A consultant firm managing two client businesses in TechEd Analyst. Every name and number here is made up; no real register is shown. The screens use the product's own rules and report. Become a design partner.
Needs a decision: ChatGPT, Midjourney
Found in the last 5 days and not decided yet. Until a decision is made, the browser extension only counts visits.
| Tool or automation | Found by | Data | Risk | Decision |
|---|---|---|---|---|
ChatGPT AI tool · OpenAI · Personal account Two staff pay for personal plans on expense cards and paste client briefs into it. | Browser extension, Spend upload First seen Nov 8, 2026 | Customer data | High | Not decided No decision yet |
Client brief summariser Automation · n8n · Company API key Sends new client briefs to an AI model and posts summaries to the team chat. | n8n First seen Oct 30, 2026 | Customer data | High | Under review Nov 7, 2026 by Dana Reyes (Harbor Point Advisory): Checking which model it calls and where summaries are stored. |
Otter.ai AI tool · Otter.ai · Not sure Joined client calls and recorded them without asking the client. | Google Workspace, Browser extension First seen Nov 5, 2026 | Customer data | High | Not approved Nov 10, 2026 by Dana Reyes (Harbor Point Advisory): Records clients without their consent; use the meeting platform’s own notes. |
Midjourney AI tool · Midjourney · Personal account Used for mood boards on a personal account. | Browser extension First seen Nov 11, 2026 | Public only | Medium | Not decided No decision yet |
Canva Magic Studio AI tool · Canva · Company account Company plan used by the design team. | Google Workspace First seen Oct 4, 2026 | Internal only | Low | Approved Oct 22, 2026 by Dana Reyes (Harbor Point Advisory): Company plan; no client names or files in prompts. |
Claude AI tool · Anthropic · Company account Team plan with model training on inputs turned off. | Google Workspace First seen Oct 14, 2026 | Customer data | Low | Approved Nov 1, 2026 by Dana Reyes (Harbor Point Advisory): Team plan with training off; client work allowed under the policy. |
Risk uses the product's current rule: data handled, account type and decision. An adjustable questionnaire is on the roadmap.
Counts only: the extension sends counts, not what staff type or paste.
Planned for the coming months. They appear here as working screens only once they are built.