Qualifying data already sits in your business software
When your team uses email, shared drives and business software, you likely already hold the records AI labs license.
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Where the useful records tend to sit
You pick which of these are included. Excluding one is always allowed.
Project management tools
Boards, tasks and updates show how work gets planned, handed out, held up and finished.
Sales and CRM records
Deal stages, call notes and follow ups trace how a sale moves from first contact to close.
Support tickets
Requests, answers, escalations and fixes show how problems are worked out over time.
Documents and shared drives
Proposals, SOPs, templates, contracts and working drafts capture how your company does things. Google Drive, SharePoint, Dropbox and Box all qualify.
Finance and back office
Orders, invoices and other operating records from your back office show how the company works day to day.
Code and engineering
Repositories, code reviews and issue history show how software gets built and maintained.
Email and calendars
Threads with customers, suppliers and colleagues show how requests turn into work. Calendars show how teams plan around it. Most often this comes from Gmail, Outlook or Microsoft 365.
Workplace chat
Channels and threads hold the questions, fast decisions and handoffs that never end up in a formal document. The common tools are Slack and Microsoft Teams.
What makes records useful
Labs are looking for ordinary work captured over time. One file on its own says very little. Several years of threads, tickets and drafts reveal how people reason, ask for help, fix errors and get work done.
This is why history counts. The usual bar is three or more years in business, and more years tend to raise an estimate. Team size matters too, because more people working in your systems produce a broader record.
What you do not need
There is no need for clean data, custom exports or a data team. You do not have to know how much storage you use. During scoping, the specialist works it out with you based on the tools you already run.
What is kept out
Sensitive data is excluded or de-identified before anything is shared. Client files at regulated businesses, patient information and personal financial data can be left out completely. Where the lines sit is your decision, and nothing goes out until you sign off.
The questions and safeguards page covers this in more detail.