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How to Use AI Tools Safely: Protecting Your Business Data

Published 2026-06-23 by Anthony Harris · 5 min read

How to Use AI Tools Safely: Protecting Your Business Data

AI tools like ChatGPT, Claude, and Microsoft Copilot have become part of how many teams work. They help draft emails, summarize documents, brainstorm ideas, and clean up reports. But there is a side of these tools that most employees have never thought about: what happens to the information you type into them?

As the team managing IT for businesses across Northwest Indiana and the Chicago metro, we see this question come up constantly. The short answer is that public AI tools are not private by default, and the data you share with them may be stored, reviewed, or used to improve the model. That creates real risk for businesses handling client information, financial records, or any kind of sensitive data.

What is the Golden Rule for Using AI Tools at Work?

The simplest way to think about it: if you would not post it publicly or email it to a stranger, do not type it into a public AI tool.

This is not about being overly cautious. It is about understanding what these tools actually are. Most free-tier AI tools transmit your input to a third-party server, and depending on your account settings, that data may be used to train future versions of the model. Even when a provider says data is deleted, conversations may be stored and reviewed by human trainers before that happens.

Business-tier and enterprise accounts from providers like Microsoft, OpenAI, and Anthropic typically offer stronger data protections, including commitments not to train on your data. But those protections only apply if your team is using the approved, company-managed account, not a personal free account opened on a personal email address.

What Data Should Never Go into a Public AI Tool?

There are categories of information that should never be pasted into a public AI tool, regardless of how helpful it might seem in the moment:

If a task requires working with any of this information, the right approach is to strip out the sensitive details first, use a placeholder instead of the real value, or use a company-approved enterprise AI environment where your data is protected by contract.

What Are Safe and Smart Uses of AI at Work?

The goal is not to avoid AI tools. They genuinely save time and improve output quality when used correctly. The key is knowing which tasks are safe and which ones require extra care.

Safe uses include drafting and polishing general emails, notes, and documents that do not contain sensitive information. Brainstorming ideas, outlines, and project plans is another strong use case, as is summarizing or rewriting information that you could already share publicly. Explaining concepts, learning new skills, and quick research all work well. Cleaning up formatting, grammar, and wording in non-sensitive documents is also a good fit.

The common thread in all of these is that the information you are working with is either generic or already public. The moment you introduce client names, financial figures, or internal business data, you need to pause and think about whether the tool you are using is the right one for that task.

How Should Your Team Handle AI Account Security?

AI accounts deserve the same security treatment as email and banking accounts. That means using strong, unique passwords and enabling multi-factor authentication (MFA) on every AI tool account your team uses. It also means that AI accounts should never be shared between employees. One person, one account. Shared logins create accountability gaps and make it impossible to audit who shared what.

Before connecting any AI tool to company email, files, or systems, check with IT or leadership first. Many AI tools now offer integrations that can read your calendar, access your files, or send emails on your behalf. Those integrations may be genuinely useful, but they also expand the attack surface and need to be reviewed before they are enabled.

The same applies to browser extensions and AI plugins. There are hundreds of AI-powered browser extensions available, and many of them request broad permissions to read page content, access clipboard data, or monitor browsing activity. Unless an extension has been reviewed and approved by your IT team, it should not be installed on a work device.

What Should You Do When You Are Not Sure?

The honest answer is: ask. If you are unsure whether a tool or a specific task is safe, reach out to your IT team before you share anything sensitive. It takes 30 seconds to send a quick message and get a clear answer. It takes significantly longer to respond to a data breach or a compliance violation.

At Schilling IT, we are in the process of finalizing formal AI usage and security policies for our clients. If your business does not yet have a written AI acceptable use policy, that is something we can help you build. A clear, one-page policy that your team actually reads is more effective than a lengthy document that sits in a shared drive untouched.

We also recommend periodically reviewing which AI tools your team is actively using. The landscape changes quickly, and tools that were not on anyone's radar six months ago may now be in daily use. Understanding your actual AI footprint is the first step toward governing it effectively. If you want a structured way to assess your current exposure, our Shadow AI Risk Assessment is a good starting point.

Frequently Asked Questions

Is it safe to use ChatGPT for work tasks?

It depends on what you are working with. ChatGPT is safe for drafting general content, brainstorming, and working with information that is already public or non-sensitive. It is not safe for tasks involving client data, financial records, passwords, or any regulated information. If your company has a Microsoft 365 Copilot license, that is a better option for work tasks because your data stays within your Microsoft tenant under your organization's data governance policies.

Does ChatGPT save my conversations?

By default, yes. Free and standard accounts on most public AI platforms store conversation history, and that data may be reviewed by human trainers or used to improve the model. You can disable chat history in your account settings on most platforms, but this only prevents future conversations from being used for training. It does not delete conversations that have already been stored. Enterprise and business-tier accounts typically offer stronger protections, including contractual commitments not to train on your data.

What is the difference between a personal AI account and a business AI account?

A personal account on a free or consumer plan typically offers minimal data protections. A business or enterprise account, such as ChatGPT Team, Microsoft 365 Copilot, or Claude for Business, includes contractual data processing agreements, commitments not to use your data for model training, and administrative controls that let IT manage access and audit usage. For any work-related AI use, your team should be on a business-tier account managed by your organization.

What should I do if I accidentally shared sensitive data with an AI tool?

Report it to your IT team or manager immediately. Most AI platforms have a process for requesting data deletion, and your IT team can help you initiate that request. Depending on what was shared, there may also be notification obligations under HIPAA, state privacy laws, or your client contracts. Acting quickly and transparently is always better than hoping nothing comes of it.

How do I know if an AI tool is approved for use at my company?

If your company does not have a written AI acceptable use policy, the safest default is to check with IT before using any AI tool for work tasks. Schilling IT helps businesses across Northwest Indiana build practical AI governance policies that are clear enough for every employee to follow. Reach out to our team if you would like help getting one in place.

If you have questions about which AI tools are safe for your team or want to talk through what an AI usage policy should look like for your business, we are happy to help. Contact us or call 219-359-3101 and we will start with a straightforward conversation about where you stand.

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