What not to paste into an AI chat: a small business checklist
Five minutes of setup that protects your customers and your business.
Written by Tauri on 17 August 2026. About 4 minutes to read.
AI tools are only as safe as the way you use them. The good news is that a few habits cover nearly every risk a small business faces.
Check your settings once
- Find out whether your plan uses your chats to train models, and switch it off if you can.
- Turn on two-factor login. Your chat history is now a record of your business.
- If staff use AI, decide which accounts and tools they should use — and write it down.
Never paste
- Passwords, API keys or bank details.
- Customers' payment card numbers or ID documents.
- Health, financial or other sensitive details about identifiable people.
- Anything you've signed an agreement to keep confidential.
Usually fine with care
- Your own drafts, policies and product information.
- Customer messages with names and contact details removed.
- Anonymised numbers, like monthly sales without client names.
Anonymise before you paste
Rewrite the text below, replacing every person's name with a role (Customer, Supplier), and removing emails, phone numbers, addresses and order numbers. Keep everything else the same. [PASTE TEXT]
Always check before you act
AI can be confidently wrong, especially about laws, tax and prices. Treat its output as a first draft from a fast, well-meaning assistant — and keep the final decision with a human.
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