Answer first: use this guide to turn an AI tool decision into a small, repeatable workflow. Define the job, set a pass/fail bar, and keep human review where the output matters.
01Classify the data
Separate public, internal, confidential, and regulated information before you choose a tool.
02Start with public inputs
Use low-risk material to validate the workflow and learn the controls.
03Limit access
Give the tool only the files, tabs, and permissions needed for the task.
04Add human review
Keep approval before anything customer-facing, contractual, or irreversible.