What to provide
Vendor terms, privacy documentation, intended data types, contract, and internal requirements.
Starting prompt
Map our pilot's data to the vendor's published terms. Cite the relevant clause or documentation, mark unanswered questions, and avoid assuming a consumer setting applies to a business plan.
Trial case
Take a pilot involving customer records and a vendor document silent on retention. The review should mark retention unanswered and hold the upload until an authorized owner resolves it.
Review gate
Legal and security owners verify current terms and approve any sensitive-data use before upload.
How to score the result
Unanswered material questions before pilot launch and time to remove data at pilot end.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore AI Governance and ROI for Small Business or the AI business strategy guide.