AI security in business: what should you watch out for? before somebody pastes a contract into a chat
Before you deploy anything, your team is already using AI: in the browser, on a personal account, sometimes from a phone. That is a problem your company has today, not one that starts after a rollout. Below: the data that must not leave the company, the difference between a personal and a company account, rules that fit on a single page, and the procedure for when the data has already gone out.
- 5 categoriesusually all it takes on the do-not-paste list: customer personal data, contracts, code under an NDA, financial figures before publication, HR files
- 1 pagethe length of an AI usage policy a team will actually read and recall in the second before pasting
- 2 February 2025the date Art. 4 of the AI Act applies from: the company has to ensure AI literacy for the people operating these systems on its behalf
- EUR 0.005 to 0.07the cost of one query to a model through the API, paid to the provider directly; cost is rarely the real reason people sit on personal accounts
Short answer
What should you watch out for when your team uses AI?
Start from the fact, not from a document: your team already uses AI chats, usually on personal accounts. So the question is not „do we allow it”, it is „on what terms”, and the answer fits on one page.
Three decisions remove most of the risk. First: a short list of data that never leaves the company (customer personal data, contracts and individual price lists, code under an NDA, financial figures before publication, HR files). Second: company accounts with the model vendor, with the content of prompts contractually excluded from training. Third: a duty to verify the answer everywhere a number, a date or the name of a regulation shows up.
What not to do: ban everything. A block on the company network gets walked around with a personal phone, and you lose the only thing you had, which is knowing what is going on. There is a legal duty on top of that: Art. 4 of the AI Act has required AI literacy for the people operating these systems on the company's behalf since 2 February 2025.
Is your team already using AI without your knowledge?
Assume yes, and start from that assumption. The model sits in the browser, on the phone, and inside the tools your team keeps open for eight hours a day: Google Workspace, Microsoft 365, Slack, Notion. Signing up takes a minute and needs no approval from IT.
So the question is not „whether”, it is „on what terms”. Until there is an answer, everyone sets their own, and the company finds out during an audit or from a customer. Start by asking who uses it and what for, not by looking for someone to blame.
- A salesperson pastes an email thread to get a summary before a meeting
- Marketing drops in an individual price list, because the quote is built from it
- Somebody in finance checks a clause from a contract they do not understand
- A developer pastes a chunk of production code together with the config
- A recruiter pastes a candidate's CV and asks for an assessment
Which data must not leave the company?
Banning everything is easy to write and impossible to enforce. The opposite works: a short list of categories that go nowhere, plus an explicit sentence saying the rest is fine.
The list below is the starting point we write down during training and then fit to the industry. An accounting firm adds client documents, a software house adds code covered by a customer contract, an e-commerce business adds order data from BaseLinker or Shopify.
| Type of data | Into an AI chat | What to do instead |
|---|---|---|
| Customer personal data: name, email, phone, address | no | strip the identifying fields, or leave them in the CRM and ask an AI agent connected to that system |
| Contracts, commercial terms, individual price lists | no | work on a template, with no party names and no amounts |
| Code under an NDA, API keys, passwords | no | a company account with training switched off, keys in a secrets manager |
| Financial figures before they are published | no | wait for publication, or work on aggregated values |
| HR files, performance reviews, health data | no | stays outside the model, including after an AI agent goes live |
| Marketing copy, your own notes, public data | yes | no approval needed, and this is usually most of the daily work with a model |
Five to seven categories is enough. A longer list stops being a list, and a rule nobody can recall while typing will not be there at the moment it was meant to help.
Personal or company account with the model vendor?
The difference does not sit in the quality of the model. It sits in the contract and in the settings. The same question, asked from a personal account and from a company account, is handled differently on the vendor's side.
In the consumer tiers the content of conversations is sometimes used by default to improve models, the history stays on the employee's account after they leave, and the company has no processing agreement under Art. 28 GDPR. In the business tiers the content of prompts is excluded from training, an administrator opens and closes accounts, and login runs through SSO.
Check this in the vendor's terms, not in a line on a marketing page. Anthropic, OpenAI and Google all run separate terms for business customers and for consumer accounts, and the no-training commitment arrives with the contract, not on its own.
- Is the content of prompts excluded from training, and does that sit in the contract rather than in an FAQ
- How long the vendor retains prompts, and in which region
- Is there a processing agreement under Art. 28 GDPR available to sign
- Who opens and closes accounts, and does offboarding actually switch them off
- Does SSO login work, and is two-factor authentication available
Why does banning AI not work?
Because you enforce the ban as far as your network reaches, and the work moved to a phone. Blocking a domain on the firewall does not remove the behaviour, it relocates it to a place with no log, no company account and nobody to discuss it with.
The side effect is worse than the workaround itself. A ban turns an ordinary question („can I paste this fragment?”) into a risk for the person asking, so the questions stop coming. You end up with neither control nor knowledge.
- A block on the company network: walked around with a phone in two minutes, leaving no trace
- A ban with no alternative: the task still gets done, just more quietly
- Punishment for reporting: you hear about the next incident from a customer, not from the team
- Silence on the company side: you do not know which processes already lean on a model
What belongs in a one-page AI usage policy?
A twenty-page document exists so that somebody can say the company has a policy. A rule meant to fire in the second before a paste fits on one page and can be pinned next to a desk.
Six points is enough. The board or the data owner signs them off, not IT in an email, because the board is the one accepting the risk. The version for a system already running, meaning access scope per role and a log of every call, is covered separately in the guide on how to implement an AI agent: there the boundaries are set in the configuration, not in a policy.
- A list of 5 to 7 data categories that never leave the company, each with an example
- A sentence on what is allowed with no approval, so the list does not read as a ban on everything
- The company account and the tools you have standardised on
- A duty to verify the answer whenever it carries a number, a date, the name of a regulation or a quote
- A rule on labelling customer-facing content produced with a model
- One name and one address to report a doubt or a mistake to
How do you put the rules in place in two weeks?
Order matters. First you find out what is happening, then you write the rules, and only at the end do you block what genuinely has to be blocked. The reverse order ends in a document nobody applies.
The training step is not a good practice, it is an obligation. Art. 4 of Regulation 2024/1689, the AI Act, requires a sufficient level of AI literacy among the people operating AI systems on the company's behalf, and it applies from 2 February 2025. The format is described on the AI training for business page, and the wider list of things to settle before a first rollout is in the guide on how to prepare your company for AI.
Ask the team before you block anything
One question, anonymous, running for a week: what do you use AI models for at work, and on which account. You get a list of real uses and real risks, usually different from the ones in the deck.
Write the do-not-paste list
Five to seven categories, each with an example from your own work. The data owner on the board signs it off, so the rule stands on a decision rather than on a request.
Set up company accounts
Accounts with one vendor, with the content of prompts excluded from training, SSO login and account closure built into offboarding. Without this step the previous one stays a wish.
Train the team on your own tasks
4 to 8 hours, groups of up to 15 people, exercises on real work from the calendar rather than demo examples. You are left with a syllabus, an attendance list and a date, which is what you show during an audit.
Revisit the rules after 30 days
You check two things: which tools the team actually uses, and which points of the policy turned out to be unworkable. A rule everybody walks around is a fault in the rule, not in the people.
What do you do when data has already gone into a chat?
Establish the facts first, not the culprit: which account, which tool, what content, when. Without that every following decision is guesswork, and the person who reported it stops talking.
Deleting the conversation limits the damage, it does not undo the transfer. So the second part of the job happens in the vendor's terms and in your incident register, and the third part in the rule that allowed it.
- Establish the scope: company or personal account, which tool, which data, when
- Delete the conversation and switch off history and training consent in the account settings
- Check the vendor's terms for the retention period and the route for a deletion request
- Assess whether this is a personal data breach; Art. 33 GDPR gives you 72 hours to notify the authority
- Log the incident and change the rule or the tool that made it possible
- Do not punish the person who reported it; after a punishment the next report simply will not come
Common mistakes
Five mistakes that leave AI rules sitting on paper
Banning AI without offering an alternative
The work moves to a personal phone and a personal account. You lose both control and any knowledge of which processes already lean on a model.
A twenty-page policy instead of one page
Nobody reads it to the end, and a rule you cannot repeat from memory is absent at the moment of pasting. The document exists for the audit only.
A team on personal accounts with the model vendor
No processing agreement under Art. 28 GDPR, no administrator control, and the conversation history with your company data stays with the employee after they leave.
A do-not-paste list with no statement of what is allowed
The team reads it as a ban on everything and either stops using the model or uses it quietly. The second happens more often.
Demanding care without providing training
Without exercises nobody spots an invented number or an invented regulation. On top of that, Art. 4 of the AI Act has required AI literacy since 2 February 2025 and you have to be able to document it.
Punishing the person who reported the paste
The next incident will not be reported. You will hear about it from a customer or in an audit, which is the point at which nothing can be contained any more.
Checklist
Checklist for AI usage rules in a team
A „no” on any line does not stop work with the model, it goes on the list to close in the next two weeks.
- One page of rules, signed off by the board and available to everyone
- A list of 5 to 7 data categories that never leave the company, with examples
- An explicit statement of what is allowed with no approval
- Company accounts with the model vendor, with prompts excluded from training
- SSO login, and account closure written into the offboarding procedure
- Training with exercises on your own tasks, with a syllabus and an attendance list
- A route for reporting a mistake, with a name on it and no consequences for the reporter
- A review of the rules after 30 days, alongside the list of tools the team actually uses
Sources
Sources
- Regulation 2024/1689 (AI Act): Art. 4 on AI literacy, applicable from 2 February 2025
- Regulation 2016/679 (GDPR): Art. 28 on the processing agreement, Art. 33 on notifying a breach within 72 hours
- Anthropic, maker of the Claude models: separate terms for business customers and for data sent through the API
- OpenAI: separate terms for consumer accounts and for business accounts
- JustAutomate, AI training for business: the do-not-paste list and how roles are split across a team
Consultation
You write the rules once, after that you only correct them
On a free 30-minute consultation we go through your situation: who in the team uses models, which data is in play, and what can be closed off on a single page. If an hour and a template are all you need, we will say so instead of selling you a workshop. The process workshop costs EUR 3,500 net per week and ends with a process map, a do-not-paste list and a 30-day plan you can run without us.
Book a free consultationFrequently asked questions
Can you ban your team from using AI at work?
You can write the ban down, you cannot enforce it. A block on the company network is walked around with a personal phone in two minutes and leaves no trace, and the company loses any knowledge of which processes already lean on a model. A ban makes sense in one place only, for data that genuinely cannot leave the company, and even there it needs an alternative next to it.
What data should never be pasted into an AI chat?
Customer personal data, contracts and individual price lists, code under an NDA together with API keys, financial figures before publication, and HR files and health data. Everything else, meaning notes, marketing copy and public information, is fine. Write that part down explicitly, so the list does not read as a ban on everything.
How does a company account differ from a personal one with a model vendor?
In the contract and the settings, not in the quality of the model. A company account gives you the content of prompts excluded from training, a processing agreement under Art. 28 GDPR, accounts opened and closed by an administrator, and SSO login. On a personal account the conversation history holding your company data stays with the employee after they leave.
Do model vendors train on what your team types in?
It depends on the account and on the contract. In consumer tiers the content of conversations is sometimes used by default to improve models; in business terms it is usually excluded. Check the clause in the contract and the setting in the account, and while you are there ask how long prompts are retained and in which region.
Is AI training mandatory?
Art. 4 of Regulation 2024/1689 (the AI Act) requires a sufficient level of AI literacy among the people who operate AI systems on the company's behalf, and it applies from 2 February 2025. The regulation does not prescribe a format, so what counts is what you can show: the syllabus, the scope, the date and the attendance list.
What should you do if an employee pasted customer data into a chat?
Establish the facts (account, tool, content, date), delete the conversation, switch off history and training consent in the account settings, and check the retention period in the vendor's terms. Then assess whether this is a personal data breach: Art. 33 GDPR gives you 72 hours to notify the authority. Finally, change the rule that allowed it.
How long should a company AI usage policy be?
One page and six points: the do-not-paste list, a sentence on what is allowed with no approval, the company account and tools you use, the duty to verify numbers and regulations, a rule on labelling customer-facing content, and the name of the person to raise a doubt with. A longer document does not get read at the moment it would help.
How is this different from securing a deployed AI agent?
Here the subject is people using chats on their own initiative, so the tools are rules, company accounts and training. With a deployed AI agent you add access scope per role, a log of every call and a list of data with no integration attached, which are all set in the configuration. Both topics have to be closed separately, because one does not replace the other.