Practical guide · Orange Ink

How to set small-business AI data rules

Decide what may enter an AI tool before a busy colleague has to improvise.

List sensitive data

Cover customer records, staff information, credentials, contracts and confidential commercial details.

Name approved systems, settings, retention rules and prohibited uses.

Give staff a clear route for uncertainty, mistakes and suspected disclosure.

Go further with the pack

Use the free checklist to choose the job, then install it with the paid Small Business AI Tools Kit.

Free pack starter

Free download

Questions, answered

Is removing a customer name enough?

Not always. Combinations of details can still identify a person or reveal confidential information.