Workflows · Customer-data access and export

Put a named data owner in front of a customer export.

Keep a customer-data export behind a named owner: record the requester, dataset, scope, and destination, run the export after approval, and keep the receipt.

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Example workflow. Execution requires a configured tool with provider permissions for this action; see the connection’s operation reference or bring your company tool to the demo.

Agent request

Export records from customer-data/accounts

The export contains customer information and can move it outside its approved purpose.

Identity
data-export · Security
Target
customer-data/accounts
Cost
Recorded agent cost
Evidence
Requested fields and destination

SOC 2 CC6.1

Sensitive: waits for a named approver.

CC6.1: Logical access and MFA

Read-back

The export as it ran: dataset, fields, row count, and destination, compared with the approved scope.

Receipt

The requested fields and destination, the Data owner's reason, the export result, and the CC6.1 test it supports.

Policy decision

Customer-data exports require the Data owner.

Approver

Data owner

Dex, raising a card that asks for approval

The action waits until this owner approves or denies it.

Approved

Tool call resumes

The approved export runs against the recorded scope and keeps its result.

Denied

Tool call stays blocked

Dex, holding up a stop after an action was denied

The export stays blocked and the denial remains attached to the request.

Execution order

The agent request stops before the connected tool runs.

  1. 01Agent requests an export
  2. 02Deixic checks identity, scope, destination, and policy
  3. 03Data owner approves or denies
  4. 04Connected data tool returns the export result
  5. 05Deixic reads the export back against the approved scope and keeps the receipt

Activity history keeps the request, decision, cost, and result.

Keep the procedure for the next request.

Keep the policy and decision history, save the steps and evidence as a skill, and test changes on real sessions; an approval stays specific to its request.

Reusable skills · Tests and replay

Put this action under policy.

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