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Daily Brief
FIELD GUIDE

An AI tool privacy checklist

EDITORIAL GUIDANCE Criteria stated, not a measured ranking

Before uploading material, identify what it contains, who may access it and what your organization permits. Product capabilities and permission to share a document are separate questions.

THE SHORT ANSWER

Before uploading material, identify what it contains, who may access it and what your organization permits. Product capabilities and permission to share a document are separate questions.

Classify the material

Identify private client information, unpublished work and other restricted content before choosing a tool.

Check the account type

Review the terms that apply to your actual plan. Consumer and organizational offerings may have different controls.

Limit connected access

Connect only the sources needed for the task. Review permissions when the workflow changes.

Confirm retention and export

Read the current provider policy and your organization’s requirements. Keep the approved version of important work in your own system.

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