Workbench Feature
LiveClickUp eDiscovery: Find, Classify and Mask Sensitive Data in Your Workspace
Search a ClickUp workspace for sensitive or regulated information. Workbench supports compliance-style discovery with patterns you define, sensitive-data classification and masking of sensitive text.
Flat Cost
Rules You Control, Not an AI Meter.
This part of Workbench runs on fixed rules against your synced ClickUp data, so using it does not consume AI credits. Spend your AI on the interesting work and let Workbench handle the repetitive administration.
- No AI credits consumed by this tool
- No Make or Zapier license needed
- No scenarios to build, test or monitor
- Works with the rest of Workbench
What It Does
eDiscovery in Workbench
Part of the admin and consulting layer for your ClickUp workspaces. Examples on this page are illustrative.
Compliance-Style Discovery
Search a workspace the way a records or compliance request needs.
Custom Patterns
Define the patterns you need to find, and reuse them.
Sensitive Data Classification
Classify what is found by sensitivity.
Masking
Mask sensitive text so results can be shared safely.
Reviewable Results
Work through results in a structured way.
Built for Regulated Teams
Useful for government, legal, healthcare and finance teams.
How It Works
From Connected Workspace to Result
Workbench reads your ClickUp workspace, so you can work with the data without digging through ClickUp itself.
Define the Search
Choose patterns and scope.
Run Discovery
Search the workspace.
Review and Classify
Check the results and their sensitivity.
Mask and Share
Mask sensitive text before sharing.
Use Cases
What Teams Use It For
A few of the ways admins and consultants put it to work.
Responding to a records request.
Finding personal data before an audit.
Checking for credentials in task text.
Legal hold preparation.
Pre-migration data checks.
Privacy reviews.
FAQ
Questions About eDiscovery
Not here? Ask us.
Can I create my own search patterns?
Yes. Patterns can be created and reused.
Does it change the workspace?
Discovery reads your workspace. Masking applies to the results you produce.
How do I get access to Workbench?
Access is by request. Use Request Access on workbench.kodavara.io, or contact us and we will point you to the right next step.
Part of Workbench
Related Workbench Features
Workbench is the admin and consulting layer for your ClickUp workspaces. See every feature.
Shared Links Audit
Workbench discovers publicly shared ClickUp items, rates the risk of each share and helps you review and tidy up public links across your workspace.
Learn More →LivePeople and Access
Workbench audits ClickUp user access: users, teams, custom roles, a role matrix, access audits.
Learn More →LiveGovernance
Workbench governance adds notes, departments, categories and workflows to any ClickUp item so every Space, field and automation has an owner.
Learn More →Want to See It on Your Workspace?
Request access to Workbench, or book a free consultation and we will walk you through it.