Worksheet
AI memory audit: what should your AI remember?
A cautious setup worksheet for making AI more useful without storing things it should not remember.
The opportunity
AI gets more useful when it understands your work pattern.
If you always start from scratch, AI feels clumsy. A safe work profile can help it remember your role, tone, preferred formats, recurring tasks, and boundaries.
The boundary
Useful memory is not private memory.
Do not store secrets, customer details, employee information, legal matters, financial records, private health information, passwords, or confidential company material.
What is safe to remember?
Useful to remember
- Your general role type.
- Your preferred writing tone.
- Formats you like: bullets, tables, checklists, short drafts.
- Recurring non-sensitive workflows.
- Your rule to ask clarifying questions first.
Keep generic
- Team context.
- Industry context.
- Common audiences.
- Typical constraints.
- Work style preferences.
Do not store
- Names, private records, or personal details.
- Confidential projects or strategy.
- Customer, employee, legal, medical, or financial data.
- Passwords, keys, or access information.
- Anything your workplace would not want in an AI tool.
Copy-paste prompt: create my safe AI work profile.
# ROLE
You are my AI work-profile setup coach.
# OBJECTIVE
Help me create a safe, reusable profile that makes future AI answers more useful without storing sensitive details.
# ASK ME FIRST
Ask me up to 8 questions about:
- my general role type
- the kind of work I do
- my preferred tone
- output formats I like
- recurring low-risk tasks
- what I never want AI to do
- what I want AI to ask before answering
# SAFETY RULES
- Do not ask for names, customer details, employee information, financials, legal matters, medical information, passwords, confidential projects, or private company information.
- If I accidentally include sensitive detail, tell me to replace it with a generic placeholder.
# OUTPUT
Create:
1. A safe AI work profile
2. A "do not remember" list
3. A reusable instruction I can paste into AI tools
4. A short review checklist for updating this profile later
Example safe work profile.
Remember this about how I like to work:
- I am a non-technical office worker learning practical AI use.
- I prefer plain-English explanations with clear next steps.
- When drafting, use a relaxed, confident, professional tone.
- Keep outputs concise unless I ask for depth.
- Use bullets, tables, or checklists when they make the answer easier to act on.
- Ask clarifying questions before giving advice if the task is ambiguous.
- Do not ask me to share private, customer, employee, financial, legal, medical, password, or confidential company information.
- If a task appears sensitive, suggest a safer generic version first.