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: DeepSeek
Found in the last 1 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 Staff used personal accounts to reword client emails. | Browser extension First seen Oct 24, 2026 | Customer data | High | Not approved Nov 4, 2026 by Dana Reyes (Harbor Point Advisory): No personal AI accounts for client financials; use Copilot instead. |
Fireflies.ai AI tool · Fireflies.ai · Not sure A staff member asked to use it for client meeting notes. | Staff request app (Slack, Teams) First seen Nov 11, 2026 | Customer data | High | Under review Nov 11, 2026 by Dana Reyes (Harbor Point Advisory): Staff request received; reviewing recording consent and data storage. |
DeepSeek AI tool · DeepSeek · Personal account Seen on one company browser this week. | Browser extension First seen Nov 12, 2026 | Not sure | Medium | Not decided No decision yet |
Invoice reminder drafts Automation · n8n · Company API key Drafts overdue-invoice reminders; a person reviews and sends each one. | n8n First seen Oct 9, 2026 | Customer data | Low | Approved Oct 26, 2026 by Dana Reyes (Harbor Point Advisory): Drafts only; sending stays behind an approval step. |
Microsoft Copilot AI tool · Microsoft · Company account Included in the firm’s Microsoft 365 plan. | Microsoft 365 First seen Sep 29, 2026 | Customer data | Low | Approved Oct 19, 2026 by Dana Reyes (Harbor Point Advisory): Firm data stays in its Microsoft 365 tenant. |
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.