Before using real work notes
Keep the AI in draft mode.
Weekly updates can contain confidential revenue, customer, vendor, employee, support, and operations data. Start with sanitized excerpts and keep a human review step between AI output and any real communication or system change.
Remove real customer, supplier, employee, order, invoice, revenue, support, and private margin details before pasting workplace notes.
Use the output as a status-report draft only. A human should verify every amount, date, ID, owner, stock count, and snapshot before sending it to a manager.
Keep AI away from live Slack, email, Shopify, Etsy, accounting, support-desk, CRM, calendar, and project-management connectors until the organization has approved data and action boundaries.
Review all suggested next-week actions. The assistant can draft language, but humans must send reminders, approve campaigns, issue credits, change invoices, ship orders, or update macros.
Do not treat a prompt-only score as proof that the tool can safely operate inside real work systems.