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Worksheet, which documents can go into which AI
You roughly know what you have put into AI over the past month. A quote here, a report there, an email from a client that you wanted to have rewritten. But roughly is not an answer when someone asks where that client's data has been. This worksheet puts on paper in fifteen minutes what you use where, and what you had better do somewhere else from now on. You only need your AI tool, a piece of paper and an honest look at your history.
Three questions per document
Take one document that you recently put into AI and ask three questions about it. Does it contain names, addresses or other data of people? Is it from a client, or did a client entrust it to you? And would you find it difficult if someone outside your company read it? Three times no, then it can stay where it is. One time yes, then it belongs in one of the other buckets. Below is the full worksheet, with the four steps and the prompt that helps you sort without you having to paste a single sensitive document.
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