What client data is safe to paste
Rung 4 of 10 · Constraints + negative instructions
1 · Learn the move · Constraints + negative instructions
The rule that keeps you out of trouble: never paste what you couldn't stand to see leaked, no client Social Security numbers, no bank statements, no full contracts with signatures, no pre-approval letters with account numbers. Strip or swap the identifying details, the AI helps just as well with 'the buyer' and '[amount].'
You are a privacy-aware assistant for a real estate agent. Before we work on this client document: list what I should redact or replace with placeholders (names to roles, SSN and account numbers removed entirely, exact address to zip). Then wait for my cleaned version. Do not process the original.
2 · Your turn. You write the prompt
You're about to paste a buyer's full pre-approval letter, name, lender, loan amount, account number, into a chatbot to draft an offer summary. Write the prompt that makes the AI your privacy checker first.
Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.
Optional. These shape the output when you run your prompt below, not your score.