Enrich · Founder Circle Seminar · 12 November 2026

Your AI take-home

Everything from the session in one place: the privacy settings to switch on tonight, what never to paste, your first helper, and a paste-in advisory board.

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Privacy in 2 minutes

Three settings to check in the tool you already use. The training switch is the one that matters most: on a personal plan it decides whether your chats can be used to train future models.

1

Switch training off

Setting name: Help improve our AI models. Turn it off.

ComputerClick your name (bottom left) → Settings → Privacy → Help improve our AI models. Shortcut: claude.ai/settings/data-privacy-controls
PhoneTap your name → Settings → Privacy → same switch.
2

Use an incognito chat for anything sensitive

Not saved to your history or memory and not used for training. Anthropic keeps it 30 days for safety checks.

ComputerStart a new chat (outside a Project) and click the ghost icon top right. A black border and the label Incognito chat show it's on.
Inside a ProjectIncognito isn't available there. Before your first message, click + and turn Memory off for that chat.
3

Check what Claude remembers about you

Memory is on by default. Look at what's in it and delete anything about clients.

ComputerSettings → Your Claude → Memory. Switches: Search and reference chats, Generate memory from chats, Include sensitive topics in memory (leave this one off). Your memory → Manage to see and delete entries.
Connected appsSettings → Customize → Connectors. Click one (Gmail, Drive, Calendar) → Disconnect if you don't use it.
Two things most people miss
  • The thumbs up and down buttons send that whole chat to the AI company, and it can be used for training even with the switch off. Skip them on anything with client details.
  • Deleting a chat doesn't delete the memory made from it. Delete the memory too.

Using Gemini through Google Workspace or Copilot with a work sign-in? Business accounts run on their own terms, so ask whoever manages your account which settings apply. A business plan (Claude Team, ChatGPT Business) doesn't train on your chats by default.

The traffic light

What goes in, and what never does

Use freely

  • Your own content and ideas
  • Public info: job ads, websites, research
  • Numbers with no names ("14 clients this year")

With care

  • Client briefs, session notes, CV summaries
  • Customer emails

Business plan, training off, names and contact details removed, and you check before anything goes out.

Never paste

  • Passwords and sign-in codes
  • Bank, card and tax file numbers
  • Health, disability or criminal history
  • Passports, licences and visa documents
  • Anything under an NDA
The habit that covers most of it: before you paste, swap names for roles. "Client A, a 12-person accounting firm in Parramatta" gives the AI everything it needs. If you don't need a piece of data, don't collect it.
Which tool when

Pick the tool for the job

The jobWhat to useExample
A quick question or a first draftThe chat app you already pay for: ChatGPT, Claude, Gemini or Copilot"Rewrite this email so it's shorter and warmer."
A job you repeat with the same instructionsA saved setup: a Custom GPT (ChatGPT), a Project or Skill (Claude), a Gem (Gemini)Session notes into a client summary, every time in your format
Work across the files on your computerClaude Cowork (Claude desktop app)"Pull this month's invoices from this folder into one list."
A helper that runs on a scheduleGrok Bot, or scheduled tasks in Claude or ChatGPTA 7am brief of what needs you today
Building a small tool or websiteClaude Code, or Codex from OpenAIA form that turns enquiries into a spreadsheet

Model names in plain words, using Claude as the example: Haiku is quick and cheap, Sonnet is the everyday workhorse, Opus is for the hardest thinking. Start with the default and switch up only when an answer isn't good enough.

Your first helper

One job, drafts only, you press send

The pattern works in any tool. Pick the task you resent most last week, give it to one helper, and keep these four rules.

  1. One job per helperAdd a second helper only when a job needs its own memory, permissions or schedule.
  2. Drafts until you approveEmails, quotes and orders wait for your yes.
  3. Its own email addressForwarded enquiries and supplier replies go there, so your own inbox stays yours.
  4. Money stays read onlyIt can look at invoices. It never pays, refunds or changes bank details.
Ready-made helpersSeven helper cards to copy

Spam Shield, Chief of Staff, Quote Drafter, Money Finder and more, each with set-up steps. Written for Grok Bot; the job descriptions paste into any tool.

build-your-grok-bots.pages.dev →
Small business jobsClaude for Small Business

Ready-made jobs such as an invoice chaser and a lead triager. It asks before it sends, posts or pays.

anthropic.com →
Your advisory board

A second opinion on business calls

Paste this into any chat app, fill in the two brackets, and get five advisors arguing about your decision. Use it for business calls such as pricing, hiring or a new offer. Keep client and staff details out, and the decision stays yours.

Act as my advisory board of five. Each seat looks at my decision through one lens:
1. The Contrarian: finds the flaw I'm not seeing.
2. My best customer: would they pay more, stay, or leave?
3. The money person: cash, margin and risk.
4. The operator: what this takes to run, starting Monday.
5. The coach: what this does to my time and energy.

My business: [two lines on what you sell and who buys it]
My decision: [the call you're weighing]

For each seat: one short paragraph, a verdict (go / change it / don't), and the one question I should answer first. Disagree with each other where you would.
Then, as chair: the biggest risk, the cheapest test I could run this week, and what would change your call.
Ask me up to three questions before you start if anything important is missing.
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