Set Up Your AI Tool
0/5 steps · ~15 min
Set Up Your AI Tool
GUI AI tools now share a common pattern: a conversation area, file uploads, optional standing instructions, optional connected sources, and web or research modes. The responsible first move is to identify the data boundary—not to select the most capable model.
1
Open your AI tool
IN YOUR AI TOOL
Open the graphical AI tool your library is using for the workshop. Start a new project, workspace, or notebook if that feature is available; otherwise start a new chat.
Find the controls for file uploads, web or research mode, connected sources, chat history or memory, and deletion. Do not connect email, cloud storage, or other institutional systems for this exercise.
You can identify what the tool may access and where its privacy or data controls are located.
2
Apply the data-minimization gate
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Add the standing brief
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Test grounding
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