“Prepare data for AI” is not a science fair. It is make a file that will not get you fired, then ask one question.
Aside. The robot does not get your badge. Your manager still reads the email with your name on it.
Strip
Out: email, phone, address, free-text about people, credentials, unpublished numbers that are not yours to share.
In: the columns the question needs. Order id, SKU, amount, date is a file. A CRM dump is a leak.
Legend
If “ST” means a store type, write that in a note you do not paste to a public model if the codes are sensitive. Do not ask the model to infer what ST means from vibes.
Packet
I will describe columns, not paste secrets if this channel is consumer.
Tell me REDACT / KEEP / DO NOT USE THIS FILE for JOB.
JOB: [question]
COLUMNS: [names only]
If the job needs the real record, use the company environment.
What clean is not
A second pass that fills empty revenue. Merging two customer ids because the names look similar. Uploading contracts “for context” when you wanted a sales total.
Try this today
Export something you are allowed to. Drop the obvious secrets. Ask one countable question. Recompute.
You are done when
You have one dated clean file and a prompt that uses that file only.