Blog
Guides for using AI safely with real data
Practical, no-nonsense walkthroughs — not theory. Mask locally, keep the structure, hand AI tools something safe to work with.
Sending Only PBIP Files to AI? Here's Where Real Data Still Hides
A PBIP project looks like pure metadata. We checked our own cash-flow report and found employee names, internal amounts and a full copy of the data. Four places to check before you share one. Read the guide →
How to Use Copilot in Excel Safely With Sensitive Data
Copilot and Claude for Excel read your live workbook directly — there's no chat window to intercept. Here's the workflow that keeps sensitive cells out of it anyway. Read the guide →
How to Prepare Data for ChatGPT or Claude Without Losing Structure
Masking the file before you paste it is half the job. Here's what to do with an answer that names a customer ID nobody on your team recognizes. Read the guide →