AI and automation basics · Pittsburgh
An AI data privacy checklist for small businesses
AI tools often process customer names, numbers and documents. A short checklist reduces the risk.
Before you adopt a tool
- What data will it see?
- Where is it processed and stored?
- Is your data used to train models?
- How long is it kept and can you delete it?
- Who can access it, including vendor staff?
Inside your business
Give staff clear rules on what may be pasted into AI tools. Use separate work accounts and limit access to those who need it.
Regulated data
Health, legal, financial or children's data may have special rules. Check them before connecting any tool.
Review regularly
Tools change. Recheck settings and terms now and then. See Claude and team training.
Common questions
Is a free AI tool safe for customer data?
Read its terms. Free tools may use inputs differently from business plans.
Is this legal advice?
No. Talk to counsel about obligations that apply to you.
Want to talk it through?
Tell us what you are dealing with. We will give you a straight answer on whether automation is worth it for your business.