Human validation: our commitment
Nothing runs in your Odoo without your explicit agreement. This is UpBoard's founding principle — and it is non-negotiable.
The absolute rule#
UpBoard never changes your operational or accounting data without explicit human validation. An agent can:
- Detect and alert
- Prepare an action (PO draft, email, adjustment)
- Notify you that something is ready for review
But execution or application always goes through your validation, in one click from the UpBoard interface.
Three levels by action type#
Each UpBoard agent uses one of the three levels below. The level is documented on each agent's page.
Level 1 — Prepare / Validate / Execute#
Agent
Agent prépare
Humain
Vous validez
Agent
Agent exécute
● Aucune action n'est envoyée vers votre Odoo sans votre validation explicite.
Used for irreversible outbound actions: sending an email, transmitting a purchase order to a supplier. The agent prepares the full content, you review it, you send.
Agents: Sales, Purchasing.
Level 2 — Detect / Validate / Apply#
Agent
Agent détecte
Humain
Vous validez
Agent
Agent applique
● Aucune action n'est envoyée vers votre Odoo sans votre validation explicite.
Used for configuration or master data changes: min/max adjustment, merging duplicate records, correcting a customer field. The agent detects, proposes a fix, you validate, it applies in Odoo.
Agents: Inventory, partially Data Quality on master data.
Level 3 — Detect / Alert / You decide#
Agent
Agent détecte
Système
Alerte
Humain
Vous décidez
● Aucune action n'est envoyée vers votre Odoo sans votre validation explicite.
Used for sensitive accounting data where no automatic correction is acceptable. The agent detects, alerts you with context and euro impact, you (or your accountant) decide.
Agents: Data Quality on the accounting side.
Matrix by action type#
| Action type | Level | Why |
|---|---|---|
| Email to customer/prospect | Prepare/Validate/Execute | External named communication |
| Supplier purchase order | Prepare/Validate/Execute | Financial commitment |
| Stock min/max adjustment | Detect/Validate/Apply | Operational parameter |
| Customer record fix (duplicate) | Detect/Validate/Apply | Master data |
| Product categorisation | Detect/Validate/Apply | Master data |
| Validated invoice change | Alert only | Legal accounting |
| Accounting entry creation | Alert only | Legal accounting |
| Invoice sequence change | Never | Major tax risk |
| Data deletion | Never | No legitimate case |
How you validate#
Three channels depending on your preference:
- UpBoard web UI: every proposed action with full context, validate in one click
- Summary email: weekly (or daily) digest with pending actions and a direct link to validate
- API and webhooks: for teams that want validation inside Slack, Teams, etc.
Our written commitment#
This commitment is in our Terms (section 4.2). In short:
- No automatic modification of accounting data will ever be added to UpBoard, even via a future opt-in setting
- Any "Detect/Validate/Apply" change can be disabled per tenant
- Logs of all executed actions are available for 90 days and exportable
À lire ensuite
See UpBoard working on your Odoo data
30-minute live demo. Free. No commitment. € numbers visible from first connection.