Safe starter workflow
Use no-login AI as a drafting assistant, not an autopilot.
The safest beginner version is connector-off and reversible. If the task requires real email, calendar, CRM, payment, file-drive, or customer-data access, treat that as a separate account/security test.
Paste sanitized notes only: no real inbox, calendar, CRM, payment, legal, or health data until account and retention boundaries are understood.
Ask for a plan and drafts, not actions: require wording such as “draft to review” and “suggested reminder,” not “I sent,” “I attached,” or “I moved.”
Check facts line by line: prices, dates, email addresses, customer names, no-call windows, discounts, and compliance claims.
Copy useful sections manually after review; do not connect automations or let the tool send/schedule/update anything during a first test.