Should AI Touch This Customer Data?
Use a decision path to decide whether and how AI can process customer data.
Customer data Your team wants AI to summarize churn themes from support tickets before planning next quarter. The value is real, but the data includes names, account IDs, and sensitive support details. Decision path Classify -> minimize -> approve -> verify Use the sequence before the prompt. It keeps useful AI work inside the data boundary. Shortcut Paste the export and hope the tool is fine. The analysis happens with less data and a clearer owner. Data minimization and tool approval are controls, not admin work. 01 Classify 02 Minimize 03 Verify Step 1 The export includes ticket text, customer…
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