The data that qualifies is already in your software

When your team uses email, shared drives and business software, you likely already hold the records AI labs license.

By system

The usual homes of useful records

You choose which of these are in scope. Excluding one is always allowed.

Email and scheduling

Conversations with customers, suppliers and coworkers show how a request becomes a job. Calendars show how teams schedule around that work. Gmail, Outlook and Microsoft 365 are the usual sources.

Engineering and code

Repositories, code reviews and issue history show how software gets built and maintained.

Project management tools

Boards, tasks and updates show how work gets planned, handed out, held up and finished.

Documents and shared drives

Your proposals, SOPs, templates, contracts and drafts capture how the business gets things done. Files in Google Drive, SharePoint, Dropbox or Box all count.

CRM and pipeline data

Deal stages, call notes and follow ups show how a sale progresses from first contact to close.

Finance and ERP

Orders, invoices and other operating records from your back office show how the company works day to day.

Workplace chat

Channels and threads record questions, quick decisions and handoffs that never make it into a formal document. Slack and Microsoft Teams are the common ones.

Customer support tickets

Requests, answers, escalations and fixes show how problems are worked out over time.

What makes records useful

What labs look for is ordinary work captured across time. A lone file tells them little. Years of threads, tickets and drafts show how a team actually reasons, asks for help, fixes mistakes and gets things done.

So history makes a difference. Most fits have three or more years in business, and a longer history tends to lift the estimate. Team size matters too, because more people working in your systems produce a broader record.

No preparation needed

Clean data, special exports and a data team are not required. Knowing your storage use is not required. During scoping, the specialist works it out with you based on the tools you already run.

What stays out

Sensitive data is excluded or de-identified before anything is shared. Patient information, personal financial data and client files for regulated businesses can be kept out altogether. You set the boundaries, and nothing is shared until you approve them.

For more on this, see questions and safeguards.