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What I let AI touch in my solo business—and what stays off-limits

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What I let AI touch in my solo business—and what stays off-limits

A lot of AI advice suggests that you hand over work to a personal agent, like letting it triage your inbox or shop for you. That’s certainly appealing, since we’re all relentlessly busy and constantly fighting small tasks that take up our time. 

But every time you connect an AI tool to one of your accounts, you’re also answering a second question: What is this tool allowed to do on my behalf? 

For a lot of solopreneurs, that question gets answered by default. You click “allow” on the permissions screen, and the tool can now reach everything in that account. 

I use AI a lot in my business, but I’ve also drawn some very clear boundaries around what it can access.

Read but not edit. AI can pull information from the tool, but it can’t change anything. This works well for reference material you want AI to draw from without any risk of it being rewritten.

One example, for me, is pulling financial data from QuickBooks. I let Claude analyze some numbers every month, but I don’t want AI making changes to my transactions.

Full editing. AI can create and change things directly in these tools. This makes sense where a mistake is easy to spot and quick to undo.

I use Canva to plan a lot of my marketing material. Nothing is mission-critical, and the full ability to make changes gives me a lot of capabilities to use Claude with Canva.

One thing I don’t let AI touch at all is my bank accounts.


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