Illustrative scenarios · composites, not clients
They set it up themselves. Then nobody knew what it did.
A few weekends of DIY AI tools and connectors can leave a business exposed. A review finds what is there, what to keep, and what to switch off.
At a glance: Canadian B2B services firm · 5–50 staff · Consulting review → security recommendations
The situation
A tech-comfortable operations lead spent a few weekends connecting AI tools: an AI email drafter, a meeting-summary bot, and a handful of connectors between the company's email, drive, and CRM. It worked well, until that person changed roles. Nobody else knows what is connected to what, or what data these tools can see.
The friction
- Unknown access. Third-party apps have broad access to the company's email and drive, and nobody remembers approving them.
- Silent failures. Some tools may have stopped working months ago without anyone noticing.
- No documentation. "Don't touch that, it might break" has become company policy.
- No rules for what comes next. Anyone can connect a new AI tool tomorrow.
What Hero would do
| Branch | What Hero would do |
|---|---|
| Consulting | A Hero AI consulting assessment focused on what already exists: an inventory of every AI tool and connector, what each one does, whether it still works, and whether it is worth keeping. The written output is a ranked list: keep, fix, or retire, with an owner for each item. |
| AI security | As part of the same review: which connected apps can reach company data, which access is broader than it needs to be, and whether accounts belong to the company rather than one person. The plan includes plain-language rules for approving new AI tools. |
| Follow-on (optional) | When the company is ready, Hero can help work through the list. That is scoped from the written plan, and only if they ask. |
The outcome
What changed (qualitative):
- The company knows exactly which AI tools and connectors it has, and what each can see.
- There is a written decision on each one: keep, fix, or retire.
- New AI tools now go through a simple approval rule.
- The team can make changes with confidence instead of fear.
Is this you?
You have AI tools and connectors running that nobody fully understands, and you'd like to know what they're doing with your data.
Book a free 30-min Fit Call → · or call (289) 901-2136
Questions: (289) 901-2136 · info@growwithhero.com
A CLEAR NEXT STEP STARTS HERE
Is this you?
Book a free 30-min Fit Call. Or call (289) 901-2136.
Free Fit Call · 30 minutes · Video or phone