Can these interview notes go into an AI tool?

Does this sound familiar?

An associate wants to summarize client interviews before tomorrow’s workshop. The notes contain named employees and confidential plans. The engagement instructions permit public-source research but do not authorize interview processing.

Complete one useful task

1. Describe the proposed use and identify the actual information involved.
2. Find the engagement instruction, approved account rules and relevant processing conditions. Do not infer permission from silence.
3. Ask the engagement partner to decide or escalate the request; record the reason and any conditions.
4. Tell the associate which workflow is permitted and set a follow-up for missing information.

See a worked example

Northline Advisory is fictional. This example shows a useful record with open work; it is not an approval, a customer case study or a ready-to-send response.

Engagement, proposed use and owner

Alder strategy interviews; associate wants a workshop summary.

Information and account involved

Named interview notes and confidential plans; proposed personal MeetingNote account.

Permission and evidence checked

Public-source research is allowed. Interview-processing permission is not recorded.

Decision, reviewer and conditions

Pending partner review. Do not upload interview notes while permission and account review are unresolved.

Instruction to the delivery team

Prepare the summary within the existing approved workflow and ask the partner about the proposed AI use.

Follow-up owner and date

Engagement partner to review before any interview-processing trial.

Your turn

Use short descriptions and evidence references. Keep confidential records in your approved systems. Your entries stay in this page; download your notes before closing it.

What counts as done?

The request has a recorded decision or explicit pending status, a responsible reviewer, and an instruction the associate can follow. Missing approval is still visible.

Examples cover internal research and advisory delivery. They do not establish permission to use client material or replace engagement and professional review.