The "Need to Know" Rule
Only give each AI employee the information needed to do its job.
Agents
Rachel: calls, booking, FAQs. No financial or legal access.
Eva: workflows and SOPs. No HR or unrelated sensitive files.
Linda: contracts and compliance. No social passwords or team chat.
Sonny: public content and promotions. No private financials or customer records.
Four-Folder Blueprint
Customer-Safe: FAQs, pricing, public info.
Internal Ops: SOPs, process docs, internal guides.
Legal & Confidential: contracts, NDAs, compliance docs.
Private & Financial: bank statements, payroll, taxes, passwords.
5-Minute Checklist
- Check folder permissions.
- Keep Rachel out of legal and financial files.
- Review docs before uploading.
- Check drafts for internal-only details.
- Remove unused AI access.