We’ve been exploring AI tools (ChatGPT, copilots, automation tools, etc.) to speed up reporting, support tickets, and ops work.
But working with customer and financial data makes things tricky from a privacy/compliance standpoint.
Before letting teams use any AI tool, I’ve started asking questions like:
• Is our data used to train their models?
• Where is the data stored/processed?
• Do they retain prompts or logs?
• Can we anonymize/redact sensitive info first?
• Do they offer private or enterprise environments?
• Audit logs and access controls available?
Without clear answers, it feels risky to allow usage.
Curious how others here handle this:
Are AI tools allowed, restricted, or blocked in your workflows?
Do you have a policy or checklist?
Any safe/enterprise setups that worked well?
Would love to learn what’s working for other Square teams.
