Free checklists
Turning on the AI assistant in your office apps?
These assistants can use any file a person in your business can open. Pick your office suite and tidy who can open what first, in your own account.
Microsoft 365
Before you turn on Copilot: a sharing checklist
Copilot can use any file a person in your business can open. Tidy who can open what first, in about an hour, in your own Microsoft 365 account.
Open the Copilot checklist →Google Workspace
Before you turn on Gemini: a sharing checklist
Gemini in Google Workspace has the same access to Drive that each person does. Tidy who can open what first, in about an hour, in your own account.
Open the Gemini checklist →
Any office suite
Find the AI tools your team already uses
Sign-ups nobody mentioned, browser add-ons and AI features inside software you already pay for. Ten places to look, using records your business already has.
Open the shadow AI checklist →You do every step in your own account; nothing here is sent to us. Menu names change, so follow the vendor link on each step. These steps tidy who can open what; they are not a security review or a compliance determination.
Microsoft 365, Copilot, SharePoint and OneDrive are trademarks of the Microsoft group of companies. Google Workspace, Gemini, Google Drive and Gmail are trademarks of Google LLC. TechEd Analyst is not affiliated with, endorsed by or sponsored by these companies.