Sort marketing data before AI use
Categorize common marketing data inputs into safe AI-use buckets before prompting or automation.
Sort each marketing input by its safest default use before AI prompting. Approved source Needs consent check Aggregate only Do not use Approved product FAQ from the current launch folder Published pricing page with current effective date Raw sales call transcript with names and objections Customer quote approved for public use Account-level health scores exported from CRM Weekly activation rate by segment with no user identifiers Competitor screenshot from a public webpage Private Slack thread with customer contract terms Anonymized churn reasons summarized by category Unapproved beta roadmap with customer names attached
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