Separate the system of record from the AI workspace

Planning principle

A helpful workspace does not automatically become the official source of truth.

A platform discussion mixes the place where official business records live with the place where people draft, summarize, search, or test ideas.

Use it in the workflow

Start with these decisions

1. Name the system that holds the approved customer, finance, operations, or employee record today.
2. Define which information may be referenced, copied, summarized, or kept out of the AI-assisted workspace.
3. Decide where a reviewed result becomes official and who moves it there.
4. Check permissions, retention, sharing, exports, and connected accounts before real data enters a new tool.

Pause point

Do not let a convenient platform role become an unowned operating decision

This card is not a security, privacy, legal, or compliance approval. Use the business's actual policies, contracts, industry requirements, and qualified guidance for data decisions.