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AI at Office · Hands-on lab · ~5 min read
AI AT OFFICE · HANDS-ON LAB

Lab 12 · Redact and Prompt Safely

Five workplace scenarios, each mixing a legitimate AI task with data that must not be pasted: identify the risk class, redact or synthesize the sensitive parts, complete the task anyway, and log the before/after prompts. The skill is getting AI's help with sensitive-shaped work without the sensitive data ever leaving the building.

You are Tanvi Kulkarni, executive assistant to the COO at Saral Fintech Pvt Ltd, a fictional payments company — a role that touches customer complaints, salary letters, and board numbers before lunch. Saral's policy allows public AI tools for public-shaped content only; the approved enterprise workspace is down for maintenance this week, and the work cannot wait. Each scenario below is a real task worth doing with AI — containing data that must never reach a public tool. The naive answers are both wrong: pasting it all (a reportable incident) or refusing AI entirely (leaving the productivity on the table). The professional answer is the redaction discipline: classify, strip or synthesize, prompt, then re-insert the sensitive parts locally. One scenario contains data so hot that even redaction is the wrong answer — spotting it is part of the drill.

You will need

  • A chat AIChatGPT or Claude, free tier. The point is practicing safely on a public tool with synthetic data.
  • A log doc with three columns per scenario: risk classification, the prompt you actually sent (after), what you withheld or replaced (before → after mapping).
  • Timeabout 45 minutes.
  • Ground ruleeverything below is synthetic. The PAN numbers, phones, and amounts are fabricated. Treat them as real for discipline; they were built fake for safety.

The five scenarios

SCENARIO A - Customer complaint needing a response draft
Email received: "I am Rajiv Menon, account holder since 2019. On
2 Aug a UPI transfer of Rs 84,500 from my account xx4471 failed
but was debited. My registered mobile is 98xxx-xx341 and my PAN
is FKPPM1234Q as per your KYC. Your support has been useless for
6 days. Fix this or I go to the banking ombudsman and Twitter.
- Rajiv (rajiv.menon.77@example.com)"
TASK: Draft an empathetic, de-escalating response promising a
specific resolution timeline.
SCENARIO B - HR compensation question
Slack message from the COO: "Tanvi - need a comparison note today.
Our L5 product managers: Ankit is at 34L fixed + 6L bonus, Shreya
at 38L + 4L, new offer to Kunal Deshmukh (from PayNova) proposed
at 42L + 8L. Is the Kunal offer defensible vs market and vs
internal parity? Need talking points for the comp committee."
TASK: Produce a one-page internal-parity and market talking-points
note.
SCENARIO C - Pre-release financials needing a narrative
From the CFO's deck draft (BOARD CONFIDENTIAL, results announce
on the 18th): "Q1 revenue Rs 46.2 Cr (up 31% YoY), take-rate
improved 12 bps to 0.87%, EBITDA loss narrowed to Rs 3.1 Cr from
Rs 7.8 Cr, merchant count 1.42 lakh. Board asked for a crisper
'path to profitability' narrative for the analyst call."
TASK: Draft the 200-word path-to-profitability narrative for the
analyst call script.
SCENARIO D - Meeting invite needing a polish
Draft invite: "Team offsite planning - Goa, 21-23 Nov. Agenda:
H2 targets, product roadmap review, team awards night. Need RSVPs
by 20 Aug. Budget approved at Rs 12L. Contact Tanvi for dietary
preferences and travel dates."
TASK: Rewrite as a warm, well-structured invite email with an
RSVP section.
SCENARIO E - Security incident needing a summary
IT forwarded: "Incident 2201: On 4 Aug, misconfigured S3 bucket
'saral-kyc-docs-prod' exposed approx 18,000 customer KYC documents
(PAN images, Aadhaar-linked address proofs) to unauthenticated
access for ~11 hours. Access logs show 214 external fetches from
3 IPs. Patched 19:40. CERT-In notification assessment pending.
Legal review scheduled."
TASK: The COO wants a plain-language summary and a draft
communication plan by tonight.

Steps

  1. Classify before you type. For each scenario, write one line in your log: what categories of sensitive data are present (customer PII, financial identifiers, employee compensation, undisclosed financials, security-incident detail), and the blast radius if it leaked (one customer, three employees, the company, 18,000 customers). Classification drives technique — you cannot pick the right redaction if you have not named what you are protecting.

  2. Learn the three techniques, pick per scenario. Redaction: strip identifiers, keep structure ("customer, 6-day-old failed UPI debit of a mid-five-figure amount"). Synthesis: replace real values with fake-but-shaped ones and a mapping table you keep locally (Ankit→"PM-1 at X", 34L→"base A"). Abstraction: describe the class of problem and ask for a template with placeholders. Rule of thumb: redaction for narrative text, synthesis when relative magnitudes matter to the answer, abstraction when the AI only needs to supply structure and language.

  3. Work Scenario A. The task needs tone and structure — not Rajiv's identity. Strip name, account digits, mobile, PAN, and email; keep the emotional facts (six days, failed-but-debited, escalation threat) and ask for a response template with [NAME], [AMOUNT], [TICKET], [DATE] placeholders. Fill placeholders locally, in your own mail client. Log the before→after prompt pair. Check the AI's draft for invented commitments — a promised timeline must be one you actually have authority to give.

  4. Work Scenario B — and think harder than "remove names". Names are the easy part; the trap is that three data points with roles and a poaching source ("PM-1", "PM-2", "incoming from a named competitor") can still identify people to anyone who knows the team — small-cohort compensation data re-identifies easily. Synthesize: shift all figures by a consistent factor, use generic labels, drop the competitor name, and ask for the framework of a parity argument (what factors justify a premium offer, how to present internal equity). Rebuild the real note locally with real numbers. Log the mapping table location (local only).

  5. Work Scenario C — then stop and re-read it. Classify honestly: these are unpublished, price-sensitive financial results of a company. Redacting the numbers leaves nothing to narrate; synthesizing fake numbers means the AI writes a narrative for figures that are not yours, then you rebuild it anyway. And even shape-preserved figures ("revenue up ~30%, loss halved") are themselves the undisclosed story. The defensible move: abstraction only — ask the public tool for a generic "path-to-profitability narrative structure for a payments company analyst call" with no figures at all, or hold the task entirely for the approved enterprise workspace or a human. Write your ruling and reasoning in the log; this scenario exists to prove that sometimes the answer is no.

  6. Work Scenario D — the calibration case. Classify it: an internal offsite invite with a location, dates, and an approved budget. Nothing here is customer PII or undisclosed financials; the budget line is mildly internal (reasonable to trim on principle of least sharing), but this is essentially public-shaped content. Paste-with-light-trim is a legitimate ruling. The lesson is the mirror image of Scenario C: over-classification has a cost too — if every invite needs a redaction ceremony, people stop following the policy at all. Log your ruling; either "paste as-is" or "trim budget line" passes.

  7. Work Scenario E — the one that is not yours to prompt. An active security incident involving 18,000 customers' KYC data, pre-legal-review, with regulator notification pending. Feeding incident details to an external AI tool is itself a further disclosure of breach information — potentially creating new legal exposure while legal review is underway. Correct handling: no external tool touches this, not even redacted; the plain-language summary gets written by you (it is six sentences — write them), and the only acceptable AI assist is a fully abstract one ("outline a generic breach-communication plan structure per Indian CERT-In norms") with zero incident specifics. Draft your summary manually, log the ruling, and note who should own this task (legal + IT security, with the COO).

  8. Close the log and extract your personal never-paste list. For each scenario, your log now shows: classification, technique chosen (redact / synthesize / abstract / paste / refuse), the before→after prompts, and the ruling rationale. Distill it into your own five-line never-paste list — the data classes you will not put into a public tool regardless of deadline — and pin it where you prompt. This artifact is the lab's deliverable, and it is the one document from this track worth printing.

Warning

Redaction protects individuals; it does not declassify information — undisclosed financials and active-incident details stay sensitive even with every name removed.

Verify your work

  • All five scenarios classified with data categories and blast radius, before any prompting.
  • Scenario A: placeholder-template prompt logged, no identifier from the email in the sent prompt, placeholders filled only locally.
  • Scenario B: synthesized figures with a locally-held mapping, competitor name dropped, small-cohort re-identification risk noted.
  • Scenario C: ruled abstraction-only or defer — with reasoning that names price-sensitivity, not just "confidential".
  • Scenario D: ruled proportionately (paste or light trim), with the over-classification cost acknowledged.
  • Scenario E: ruled no-external-tool, summary hand-written, correct owners named.
  • A personal five-line never-paste list, written in your own words.
▸Answer key — risk classes, correct techniques, and the two deliberate trapsoptional deep dive — click to expand

Scenario A — customer PII (one individual). Correct: redaction to a placeholder template. The prompt should contain zero of: name, email, account digits, mobile, PAN. Keep: the grievance timeline, amount class (exact amount is defensible either way — best practice is [AMOUNT]), and the escalation stakes, which the AI needs for tone. Common miss: leaving the email address or the "since 2019" + name combination in.

Scenario B — employee compensation (small identifiable cohort). Correct: synthesis with consistent scaling + generic labels + competitor name removed. The planted subtlety: "remove names" alone fails, because L5-PM-with-offer-from-PayNova is unique enough to re-identify. Full credit requires the re-identification observation in the log.

Scenario C — trap 1: undisclosed price-sensitive financials. Planted to look redactable. It is not: the figures are the secret, and their shape survives redaction. Correct ruling: abstraction-only (structure with no numbers) or defer to approved tooling/humans. Any version of the actual figures — including rounded or "approximate" ones — in a public prompt fails the scenario. This is the never-paste class where deadlines argue loudest and must lose.

Scenario D — trap 2: the over-classification test. Deliberately benign. A learner who redacts "Goa" and "21-23 Nov" from an internal invite has learned the ceremony but not the judgment; the log should classify it low-risk and proceed. Optional trim of the budget line = fine. Refusing the task or heavy redaction = over-triggered; note it and recalibrate — sustainable safety is proportionate safety.

Scenario E — active breach data (18,000 individuals, regulator-facing). Correct: no external AI contact with any incident specifics; human-drafted summary; abstract-structure-only AI assist permitted; ownership flagged to legal/IT-sec. The reasoning that earns distinction: prompting incident details into an external service is a new disclosure event during an active legal process — the meta-risk, not just the data classes. A redacted-but-specific prompt ("we exposed ~18k KYC docs for 11 hours") still fails: the fact pattern is the sensitive object.

Grading: correct technique on A and B + both traps ruled correctly (C: refuse/abstract, D: proceed) + E's meta-risk articulated = distinction. One trap missed = pass; write one sentence on which cue you skipped (C: "results announce on the 18th"; D: absence of any protected data class). Both traps missed = the classification step is being skipped — redo the lab classifying out loud first, because the entire discipline lives in step 1.

Key Takeaway:

Classify, then choose: redact narratives, synthesize comparisons, abstract structures, paste the genuinely benign — and refuse the two classes no technique launders: undisclosed price-sensitive information and active-incident detail. The never-paste list you wrote today is company policy made muscle memory.

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