SMEMindsPlaybook
Workflow library

Operations · Beginner · about 17 minutes

Data and privacy — what you may put into an AI tool

Someone needs to de-duplicate a customer list. They paste 2,400 names, phone numbers and addresses into a free AI tool. The task takes ninety seconds and works.

You need
Business: digital marketing agency, 12 people, Ahmedabad. Data: our own employee records; client campaign data; client customer lists for email campaigns; client billing information.
Tool
An approved paid tier with training disabled, confirmed in the terms
You get
1. THE THREE CATEGORIES Never: your employee records; client billing information; client customer lists containing personal data — see the contract point below.
Time saved
An hour to classify and confirm. It prevents the one category of mistake that has no remedy.

The steps come with the AI Playbook

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