> For the complete documentation index, see [llms.txt](https://handbook.sixpivot.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://handbook.sixpivot.com.au/how-we-work/policies/responsible-use-of-ai/ai-checklist.md). # AI Checklist You shouldn't need an approval process every time you use AI. This checklist is a quick way to think about whether an AI service is appropriate for the work you're doing, particularly when client or sensitive information is involved. It considers the whole path your information takes, from the **Tool** you're using, through the **Provider**, to the **Model**, as well as the **Data** you're sharing, the **Security** implications and whether the approach is **Cost Effective**. If you can't confidently answer something that matters for the work you're doing, find out before providing sensitive or client information. Your PLT is there to help you. ## Checklist ### **Data & Privacy** * [ ] Am I allowed to provide this information to this AI service? * [ ] Does it contain client confidential, personal, sensitive or otherwise restricted information? * [ ] Does the client have specific requirements for AI use? * [ ] Am I sharing only what is reasonably needed for the task? ### **Cost & Effectiveness** * [ ] Am I using an appropriate model for the complexity of the task? * [ ] Am I providing more context or making more model calls than reasonably needed? * [ ] If this is automated or agentic, are loops, retries and parallel work appropriately bounded? * [ ] Is the expected cost reasonable for the value of the task? ### **Security** * [ ] Do I understand what the AI can access and what actions it can take? * [ ] Are its permissions, integrations and connectors appropriate for this task? * [ ] Could it access credentials, secrets or systems that it doesn't need? * [ ] Are sensitive, consequential or destructive actions appropriately restricted? * [ ] Am I using MCPs, Skills or Agents that may transmit or call services that may have unknown or restricted behaviours? Use the checklist when something **does** change, such as starting a new client engagement, trying a new AI tool or provider, connecting a new service, working with different data or giving an agent additional capabilities. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://handbook.sixpivot.com.au/how-we-work/policies/responsible-use-of-ai/ai-checklist.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.