privacy
Data and privacy review checklist
Review sensitive data before adding AI or automation steps.
Teams using customer or candidate data
Use this checklist before publishing, migrating, or expanding a workflow. The goal is fewer brittle automations and cleaner daily habits.
Checklist steps
- Classify data sensitivity.
- Check tool retention settings.
- Remove unnecessary fields.
- Add human review.
- Document consent or lawful basis where relevant.
Review questions
- Is sensitive data required?
- Can fields be minimized?
- Does the output affect a person materially?
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