Playbook — Stage 4 of 6
Data Preparation
You are here if
- —You're building something that needs to reason over your own documents or data
1. Audit what you actually have
Documents, databases, and systems the AI would need access to — and how current/accurate they are.
2. Clean before you connect
Garbage in, garbage out applies harder to AI systems than most software — outdated or contradictory source documents produce unreliable answers.
3. Decide access boundaries
What the system should and shouldn't be able to see, before it's built, not as an afterthought.
Have a project in mind?
Tell us what you're trying to automate or build — we'll reply with next steps, not a sales pitch.