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Core sessions

What you can and can't paste in

Attendees will be able to sort what they want to give AI into green, amber and red, and strip an amber input down until it's safe to use.

Free 35 min 19 slides Speaker notes

For Everyone using your AI assistant at your company

your AI programme · Session 3

What you can and can't paste in

Using your AI assistant confidently without leaking what you shouldn't.

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19 slides

your AI programme · Session 3

What you can and can't paste in

Using your AI assistant confidently without leaking what you shouldn't.

enablementlead.com1
1 Cover

What we'll cover

  • Where your words go when you paste them
  • Three questions before you paste
  • Green, amber and red
  • Stripping out what's sensitive
  • Exercise: traffic-light your own inputs
  • What to do if you get it wrong
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2 Bullets

Most people aren't breaking the rules. They just don't know them.

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3 Title

Where your words go

  • Pasted text leaves your screen and goes to a service
  • What happens next depends on the tool and the account
  • The approved your AI assistant at your company is set up for work
  • Personal accounts and free tools are not
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4 Bullets

Three questions before you paste

  1. 01Which tool?Approved, on your work account?
  2. 02What's in it?People, customers, money, secrets?
  3. 03Would it be all right if this reached the wrong person?
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5 Three-up

Green, amber, red

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6 Section

A simple way to sort it

  1. 01Greenpublic information, your own drafts, general questions
  2. 02Amberinternal documents and customer situations, with details removed
  3. 03Redpersonal data, passwords, unreleased financials, legal or confidential matters
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7 Three-up

What that looks like by team

  • Sales CRM export, red. Anonymised deal summary, fine
  • HR grievance notes, red. Policy wording, green
  • Finance unpublished results, red. Dummy figures, green
  • Support a ticket with names and order numbers removed, amber
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8 Bullets

Strip it, don't skip it

  • Swap names for roles: "the customer", "Manager A"
  • Remove IDs, emails, phone numbers and signatures
  • Round or replace sensitive figures
  • Describe the situation instead of pasting the record
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I didn't think of the spreadsheet as customer data. It was just the file I was working on.

A sales coordinator, explaining an export they'd pasted in
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10 Quote

Less obvious things that count

  • Screenshots, which show more than you think
  • Meeting transcripts and recordings
  • Long email threads, with everyone's details
  • Code or config files containing keys
  • Attachments you upload, not just text
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11 Bullets

What comes out matters too

  • You're responsible for anything you send or publish
  • Check facts before they reach a customer
  • Follow your company's rules on saying when AI helped
  • Don't put AI text into contracts without review
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12 Bullets

Exercise · 10 minutes

Exercise: traffic-light your own inputs

  • List three things you'd like help with from your AI assistant
  • Mark each input green, amber or red
  • Pick one amber and rewrite it until it's green
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13 Bullets

What did you find?

  • Which tasks were harder to classify than you expected?
  • Did stripping the details make the task impossible?
  • What question do you still have?
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If you get it wrong

  • Tell someone quickly: speed matters more than blame
  • At your company, that's: [contact or channel]
  • Note what was shared, where, and when
  • Don't try to fix it quietly
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15 Bullets

Before you paste

  • Approved tool, on your work account
  • No names or details that identify a person
  • No passwords, keys or access codes
  • No unreleased financial or legal information
  • No customer identifiers
  • Fine if it reached the wrong person
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16 Checklist

Where to find the rules at your company

  • The policy: [link]
  • Approved tools: [link or list]
  • Questions: [person or channel]
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17 Bullets

Recap

  • Use the approved tool, on your work account
  • Green, amber, red: most everyday use is green
  • Strip details out instead of skipping the task
  • Report mistakes fast
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18 Bullets

This week

Find your company's AI policy, read it once, and pin the checklist where you'll see it.

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19 Closing