Free practical guide
AI Data Handling Pre-Flight Guide
A free five-page practical guide for checking what information is appropriate to use with an AI tool and when to stop for review.
Before an AI tool sees business information, identify the highest information class, minimise the input, check the provider and account, and make the human stop point explicit.
Free PDF 5 A4 pages printable screening guide and test record
PDF file · 5 A4 pages · printable, not interactively fillable · no email required
Use the guide
Make the data decision before the prompt.
- 01
Classify the information and remove what the task does not need.
- 02
Check the provider, account, settings and accountable reviewer before use.
- 03
Pause and obtain the right advice when authority, safeguards or impact are unclear.
Important scope
Operational guidance, not a legal determination.
This guide does not decide whether privacy, contractual, security, employment or sector-specific obligations apply to a particular business or use. Review official guidance and obtain qualified advice where the guide tells you to stop or escalate.