How I use AI

I use AI tools every working day, and I'd rather you heard that from me than wondered. This page sets out what I use them for, how, what happens to your data, and where the lines are. It's only as good as the hands operating it, like any tool.

The rules

Your data goes nowhere without your written agreement.

By default an AI tool sees structure: column names, sample rows, redacted snippets. It does not see your records. If a job genuinely needs real data, we agree first: which tool, what data, and under whose contract.

Read my data protection policy

Permissions, not prompts.

Where we agree to use AI tooling against your systems, it runs with strict, scoped permission tokens and clear guidelines, so it cannot make the mistake in the first place because it does not have the access. I never rely on good prompting to keep something safe.

I'll always tell you it's in the workflow.

Nothing is hidden. This page exists so you know how I work before you have to ask, and I'll say plainly where AI contributed to something you receive.

I am accountable for everything delivered.

AI is a tool, like a compiler. What ships is mine: reviewed, tested against real cases, and mine to stand behind and maintain.

What I use it for, and how

Saying "I use AI" tells you nothing. What matters is where it sits in the work, and what I always do before something reaches you.

Code and formulas
Pair programming, back and forth. I set the direction (the data model, the approach, what 'done' looks like) and we iterate on the code together: Power Fx, VBA, DAX, Power Automate expressions, scripts. Nothing goes to you until I have run it against real cases.
Debugging and explaining
Two jobs. Archaeology: inheriting someone's 400-character nested IF or a decade-old macro and getting a plain-English first read before I touch it. And triage: an error message or a failed flow run, pasted in for a first hypothesis. In both cases the explanation is a lead, not an answer: I verify it against the workbook or the system before I act on it.
Writing and documentation
It helps with structure and first drafts, such as an outline for a handover document or a starting point for a proposal. The substance is mine, and anything you read from me is in my words. This website was drafted with AI help; every claim on it is mine and true.
Research and planning
Two uses. Getting oriented fast on something unfamiliar, then checking it against the primary source, because nothing goes into a design or a proposal on an AI tool's say-so. And as a sounding board: talking through options and trade-offs before I commit to an architecture.

Your data

The default engagement never needs an AI tool to see your real data. I work from structure (column names, a handful of sample or made-up rows, redacted snippets) and your records stay where they are.

Sometimes a job genuinely does need more than that. When it does, we have the conversation before anything happens, and we agree it in writing: which tool, exactly what data, and whose contract it sits under. Often the right answer is yours: if your organisation already runs Claude Enterprise or Microsoft Copilot in its own tenant and you give me access, I will use that, because your data then stays covered by the terms you have already agreed with that provider. If that's not an option, the alternative is a tool and a scope you have explicitly approved. Either way, there is no quiet default.

There is usually a middle path, too. Where a job needs realistic data but not your data, I can build a sanitiser specific to your dataset: it produces a dummy set with the same shape, quirks and edge cases, without exposing a single real record. Whether that is needed depends entirely on the job.

I have worked under UK GDPR and the Data Protection Act 2018, EU GDPR, and HIPAA, so the regime you operate in will not be new to me. I have worked with clients across the world, and I will work to the requirements your organisation sets.

My standing data protection policy (what I hold, where, and for how long) is a separate document and applies whether or not AI is involved.

The tools, named

  • Claude (Anthropic)Including Claude Code, the guided command-line tool described above.
  • Microsoft CopilotIn Microsoft 365 and the Power Platform, in your tenant or mine.
  • Power Platform CLI (pac)My core build tool for Microsoft solutions. AI-assisted Power Platform work goes through it, under the same scoped permissions as everything else.
  • ChatGPT (OpenAI)Image generation and code review.
  • Image and video toolsThird-party AI tools used only for assets: imagery, icons, video. Where these end up in something I deliver to you, I say so.

What it's not good at

The honest limits are the reason you're hiring a person.

It doesn't know your business.

Requirements, edge cases and 'that column is always blank on a Friday' still come from talking to the people who do the work.

It's confidently wrong about Power Platform specifics.

Licensing, delegation limits, connector quirks. Verified every time.

It can't test.

Running the thing against real cases is the job, and the tool cannot do that part.

It doesn't understand people.

Their foibles, their psychology, the trouble they'll have with a new workflow, the reality of operational deployment. It doesn't know how to deliver change. That comes from years as an operational manager, and it's the part of the work that matters most.

Questions about any of this?

Ask. If your organisation has its own AI policy, send it over and I'll work to it.

Get in touch