Quick check
Guess first, no penalty. You want help with a spreadsheet formula. Which of these is safe to paste into a free public chatbot (an AI chat tool anyone can use online)?
Finance people handle the data companies guard most: bank statements, payroll, tax ID numbers (the numbers tax authorities use to identify you), client contracts and unpublished results.
A public chatbot is outside your employer's control. What you paste may be stored, seen by the provider's staff or used to train models, depending on the tool. It can't be pulled back.
For a listed company (one whose shares trade on a stock exchange), unpublished results are inside information. Sharing them can break securities law (the rules for trading shares), not only company rules.
Sort it
Where can each item go?
Card 1 of 5
Tap a group below, or drag the card onto it.
Ask with fake data
You rarely need the real data. A prompt (the message you send to the AI) can use a made-up table with the same layout:
Here is a made-up table with the same columns as my real one:
Date | Supplier | Amount. Write a formula that totals the Amount
column by month. I'll apply it to the real file myself, inside our
approved tools.Fill the gaps
Fill the gaps in the same prompt.
Prompt
Here is . Write a formula that . I'll apply it to the real file .
Try it
Your steps, about 2 minutes
- 1.Find your employer's AI policy and note which tools are approved for which data. Add line 5 to your check sheet: "Real data only in approved tools. Fake data everywhere else." Your check sheet is done: five checks for any AI finance work.2 min