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DIY resources · Your AI assistant

What never goes into an AI tool?

When in doubt, leave it out.

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Some things should never go into an AI tool, such as ChatGPT, Claude or Gemini. This is the short list from our workshops.

What you type goes to the company that runs the tool and is kept on its computers. Depending on your settings, it may be used to train the tool, and people there may read some of it.

Go ahead

Drafting emails and notices, summarizing public documents, brainstorming and planning.

Never paste in, in any tool

  • Customer, client or patient records: your customer list, contact details, addresses, job or order history, invoices and what people owe
  • Social Security numbers, birth dates, ID or account numbers, card or bank details
  • Health or medical information
  • Staff matters: reviews, complaints, hiring decisions, pay
  • Passwords, login codes, and how to get into your systems
  • Anything confidential or legal, and other people's private information

Nothing on this list goes in, even with the name changed.

Connecting an app is the same as pasting everything in it. If your mail or files hold what is on this list, do not connect them.

The first line is about your records: the lists, files and histories you keep. One message is different. One customer email is fine once you take out the name, address, phone number and email address, and write "Person A" instead. When in doubt, leave it out.

A quick test

If you wouldn't want it read out loud in a room full of people, don't paste it.

Always

  • Read everything it writes before you use it.
  • You make the decisions, not the tool.
  • Say when AI helped.

The rule under all of it

Your AI assistant drafts. You decide. Do the sending, posting and filing yourself.

If you work in health care, law, tax or finance, your trade has its own rules about records. Those come first. This list does not replace them.

From Mark Ulett's AI workshops: the handout and slides of October 6, 2026. BeargrassAI, Columbia Falls, Montana. First posted .

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