Eight short checks you run before pasting anything into an AI tool: classify the material, catch do-not-paste triggers, redact identifiers, review the tool's own settings, verify outputs with a person, manage retention, plan escalation, and adapt the checks to your own obligations. One page, written for busy operators.
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The core habit is a preflight pass on the prompt itself, before it reaches the AI tool. Every name and number below is fictional.
1. The draft prompt, as written
Draft a severance summary for Dana Okafor, ID 44172, salary $146,000.
Three do-not-paste triggers fire: a person's name, an identifying number, and a salary tied to that name.
2. The prompt is stopped and redacted
The prompt does not go in as written. Names and identifying numbers get neutral labels, and the label key stays in a file the AI tool never sees.
3. What actually reaches the AI tool
Draft a severance summary for EMPLOYEE-1, tenure 8 years, salary band mid-$100Ks.
Same task, same usefulness, no client identifiers in the prompt.
Anyone whose work touches client, customer, patient, or counterparty material and who also uses AI tools: consultants, lawyers, accountants, agencies, recruiters, analysts, and operators inside larger teams. No prior AI experience is needed to use the checklist.
Educational reference, not legal advice, and not a certification of any kind. Follow your employer's policies, your client agreements, your professional body's rules, and your jurisdiction's requirements; where they conflict with this checklist, they win. See our Terms, Privacy Policy, and AI & Results Disclaimer.
One page, eight checks, fictional worked examples, and a written source register.
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