Confirm the exact service, workspace, account, feature, retention, administrator access, connectors, contract, and organisation policy.
Printable workflow
Before-AI upload checklist
A practical decision and review checklist for documents prepared for ChatGPT, Claude, Gemini, or another AI service.
Decision gate
All three gates must pass.
Remove pages, rows, fields, precision, attachments, and identifiers the AI task does not need.
Reopen the prepared copy, search again, inspect hidden content, test meaning and usability, and obtain required human approval.
If any gate is unknown or fails, do not upload.Use a synthetic example, an approved controlled environment, or complete the task without the file.
Before the upload