In Module 5, you'll start building content and marketing workflows. Before you use real business information in those workflows, set these three boundaries.
1. Check the tool and its data settings
Use the tool-evaluation habits from Module 3. Check the provider's current terms, privacy documentation, and settings for the account and plan you're actually using.
Find out whether your prompts and files can be used for training, how long they're stored, and who can access them. Check what connected apps can read or share, too.
A paid subscription or a setting that disables model training doesn't settle those other questions. If the data handling is unclear, keep personal and confidential information out of the tool.
2. Use only the information the task needs
Use information you're authorized to share, and provide the minimum needed for the task. For these exercises, start with made-up examples or public business content without personal or confidential details.
For a practice customer reply, a fictional description of a delayed delivery is enough. You don't need a real customer's name, address, or order number.
Check files and screenshots for sensitive details before uploading them. Removing someone's name doesn't necessarily make a real record anonymous, because other details may still identify them.
Keep passwords and API keys out of course prompts. Use personal or confidential information only when your business has approved the tool and workflow for that type of data.
3. Review before you send, publish, or act
For the exercises ahead, keep AI-generated content as a draft until a person approves it. Verify facts against reliable sources or approved business records. Check for unsupported promises, private details that shouldn't be shared, and wording that doesn't fit your audience.
Match the review to the stakes. Brainstorming may need a quick check. Customer messages requiring judgment, public marketing content, and consequential decisions need full review by someone with the knowledge and authority to approve them.
Test new automations with fictional records, and leave automatic sending and publishing switched off during setup. Module 6 covers customer assistants with approved information, a defined scope, testing, ongoing monitoring, and clear handoffs to people.
A second AI check can help you spot problems, but it doesn't replace human review. Name the reviewer as part of the workflow so approval doesn't depend on someone remembering to ask.
Interlude complete
Ready for Module 5
Before moving to Module 5, write down which tool you'll use, what information you're allowed to enter, and who will review its output. If you're working alone, plan time for your own review. Module 8 will help you turn these starting rules into a full AI use policy.