Safe Intake Builder

Prepare the high-level intake for one AI workflow without sending secrets, customer records, private screenshots, credentials, payment data, or private account details.

Workflow name or short label

Use a generic label, not a customer name or private project codename.

Launch stage

What the AI workflow does

Describe behavior at a high level. Replace private system names with placeholders.

Data the model can see

Actions or tools it can use

Human approval and rollback controls

Top concerns

Before Sending

Remove: secrets, credentials, OAuth tokens, cookies, API keys, passwords, card or bank details, receipt IDs, private screenshots, full names, and real customer records.
Use placeholders: replace private product names, customer names, service names, and endpoint names where needed.
Keep scope narrow: one AI feature or workflow only. Multiple workflows need separate scope.