Backup Automation
Backups that are checked and restore-tested.
Backup Automation
IT & Data Operations
- RuleDone:
Before each backup, it checks access, space and the encryption key.
- RuleDone:
The backup runs and is written encrypted and locked.
- RuleDone:
Rules verify size, checksums, lock and second copy.
- RuleDone:
Old copies are removed by your retention policy, never the newest good one.
- RuleDone:
Monthly, it restores critical data to a test space and times it.
- RuleWaiting for approval:Waiting for you
You get alerts on problems and a weekly/monthly report with an evidence PDF.
For example: A 40-person accounting firm backs up its client database nightly and its QuickBooks data weekly.
Waiting for you. Nothing has changed yet.
Review for important actions. Customer-facing and record-changing actions are reviewed first.
What is Backup Automation?
In shortBackup Automation is an AI automation for IT & Data Operations teams that works with Amazon S3, Freshservice, Gmail, Google Workspace, HubSpot and 9 more apps. Runs scheduled, encrypted, locked backups of your databases, files and SaaS data, checks every one, restore-tests monthly and sends a plain report. It is built for business owners, IT managers, managed service providers and compliance leads.
Last reviewed
Key facts
- Department
- IT & Data Operations
- Starts when
- On each dataset's backup schedule, a monthly restore test (1st Sunday), and weekly/monthly reports
- Works with
- Amazon S3, Freshservice, Gmail, Google Workspace, HubSpot, Jira, Microsoft 365, MySQL, OCI Object Storage, Outlook, PostgreSQL, QuickBooks, Slack, Zoho CRM
- Run modes offered
- Shadow, Draft, Assisted and Auto
- Human control
- Review for important actions
- Status
- Available now
The problem today
Backups were "set up once" and nobody checks them. Failures stay silent until a restore is needed, and restores have never been tested. Auditors and cyber insurance forms ask for proof.
What it does
It runs each backup on schedule into your own locked storage bucket, with a second copy elsewhere. Rules check every backup: it finished, it is encrypted, its size is normal, and each file's checksum matches. Each month it restores critical data into a separate test space and times it against your recovery goal. AI only explains failures and writes the report, and every control is plain code.
How does Backup Automation work?
How it works- Rule you set
- AI step
- A person decides
- Step 1Rule
Before each backup, it checks access, space and the encryption key.
- Step 2Rule
The backup runs and is written encrypted and locked.
- Step 3Rule
Rules verify size, checksums, lock and second copy.
- Step 4Rule
Old copies are removed by your retention policy, never the newest good one.
- Step 5Rule
Monthly, it restores critical data to a test space and times it.
- Step 6Rule
You get alerts on problems and a weekly/monthly report with an evidence PDF.
What you get
Key features- Database dumps, file backups and SaaS exports in one place
- Immutable (locked) copies and a second copy in another region
- Retention by daily, weekly, monthly and yearly counts
- Missed-backup watchdog every 15 minutes
- Monthly restore tests with measured recovery time
- Audit evidence pack (PDF) with checksums and restore proof
How much does it do on its own?
Run modesPick a mode to see what Backup Automation would do at each step.
Every automation starts in Shadow. Move it up when you are ready, and back down at any time. How run modes work
Backup Automation in Shadow
Runs on real data and shows what it would have done. No app is changed and no message is sent.
- Rule
Before each backup, it checks access, space and the encryption key.
Watches for it
- Rule
The backup runs and is written encrypted and locked.
Runs on real data, read only
- Rule
Rules verify size, checksums, lock and second copy.
Runs on real data, read only
- Rule
Old copies are removed by your retention policy, never the newest good one.
Runs on real data, read only
- Rule
Monthly, it restores critical data to a test space and times it.
Runs on real data, read only
- Rule
You get alerts on problems and a weekly/monthly report with an evidence PDF.
Shown to you as a suggestion
Shadow vs Auto for Backup Automation
Auto is the most it can do on its own. Here is each step side by side.
| Step | Shadow | Auto |
|---|---|---|
| In short | Runs on real data and shows what it would have done. No app is changed and no message is sent. | Runs without approval, with limits, alerts and a kill switch. Unlocks after a trial period in Assisted. |
| Step 1Before each backup, it checks access, space and the encryption key. | Watches for it | Runs on its own within your limits |
| Step 2The backup runs and is written encrypted and locked. | Runs on real data, read only | Runs on its own within your limits |
| Step 3Rules verify size, checksums, lock and second copy. | Runs on real data, read only | Runs on its own within your limits |
| Step 4Old copies are removed by your retention policy, never the newest good one. | Runs on real data, read only | Runs on its own within your limits |
| Step 5Monthly, it restores critical data to a test space and times it. | Runs on real data, read only | Runs on its own within your limits |
| Step 6You get alerts on problems and a weekly/monthly report with an evidence PDF. | Shown to you as a suggestion | Runs on its own within your limits |
| True in every mode | AI never starts, stops, skips, prunes or restores anything. | |
What it will never do on its own
Safety & human control- AI never starts, stops, skips, prunes or restores anything.
- Restoring to production needs the owner plus a second approver, and is always done by an operator by hand.
- Retention or schedule changes and manual deletes need two configured people.
- A size drop of more than 50% blocks pruning that day and alerts the owner (possible ransomware).
- Logs are scrubbed of secrets and personal data before AI sees them.
- You approve before it acts
- Your data stays yours
- It knows its limits
- Stop anytime
What will you see on your dashboard?
Results you can trackTargets are quality goals the automation is built to reach. Estimates are calculated from your own volumes.
- Tracked
Protection status per dataset (green/amber/red), last successful restore test, recovery time met
Measured on your own data
- Target
Backups that succeed and verify ≥ 99% (target)
A goal it is built to reach
- Target
Restore tests run on schedule 100% (target)
A goal it is built to reach
- Target
Recovery time met in tests 100% (target)
A goal it is built to reach
- Target
Secret leaks in alerts/reports: 0 (target)
A goal it is built to reach
A 40-person accounting firm backs up its client database nightly and its QuickBooks data weekly. On the first Sunday the database restores into a test space in 22 minutes, inside its 8-hour goal, and Monday's report includes the proof PDF.
Who is Backup Automation for?
- Business owners
- IT managers
- Managed service providers
- Compliance leads
Industries: Professional services, Healthcare & clinics, Financial services, SaaS & tech, Accounting & bookkeeping firms
Also useful for: Legal & Compliance
Connects to the apps you already use
Works withApp names are trademarks of their owners. Charviam connects to them; it is not a partner or reseller.
- Amazon S3
- Freshservice
- Gmail
- Google Workspace
- HubSpot
- Jira
- Microsoft 365
- MySQL
- OCI Object Storage
- Outlook
- PostgreSQL
- QuickBooks
- Slack
- Zoho CRM
What do you need to set it up?
Setup- List datasets (database, files or SaaS), how critical each is, and the source connection
- Choose the storage target (OCI or S3), region, second copy and lock days
- Set backup schedule, recovery point and recovery time goals, and retention counts
- Provide scratch targets for restore tests and smoke-test queries
- Name on-call people, approvers and the report email
Typical setup
- 01Connect your apps
- 02Configure the rules
- 03Run a watch-only trial
- 04Go live
Not included
- A new backup engine (it uses proven tools)
- Whole-system disaster-recovery failover
- Backing up staff laptops
Questions about Backup Automation
FAQSee Backup Automation on your own data
WalkthroughIt starts in Shadow, where it only watches and suggests, so nothing changes in your apps until you say so.