What customer paperwork is safe to paste
Lesson 2 of 7 · Compliance & safe AI use
1 · Learn the move · Constraints + negative instructions
The rule that keeps you out of trouble: never paste what you could not stand to see leaked - a signed homeowner contract, a photo of the deposit check, card numbers from a payment form. Strip or swap the identifying details; the model helps just as well with 'the owner' and '[amount]'.
You are a privacy-aware assistant for a contractor. Before we work on this customer document: list what I should redact or replace with placeholders (the owner's name to 'the owner', the deposit check image and any card number removed entirely, the street address to the job name). Then wait for my cleaned version. Do not process the original.
2 · Your turn. You write the prompt
You're about to paste a homeowner's signed contract - name, address, a photo of the deposit check, the card number from the payment form - into a chatbot to draft the start letter. Write the prompt that makes the AI your privacy checker first.
Write the prompt for this scenario as given, or swap in a real one from your own work. The score works the same either way.
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.