If you're new to AI source connections (Gmail, Drive, Calendar etc.) so am I, I;ve made this for us but I may need to update as developments drop, but for now — this should help us all.

<aside> You've probably heard me talk about connecting your inbox, Drive, and calendar to AI to make your business smoother, faster, and less dependent on your memory. And you might be thinking… "Cool, but how do I do that without accidentally leaking my entire life?"

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Let's break it down simply.

<aside> 🔒 Step 1: Choose a Trusted Platform

Before you click "Connect," ask yourself: Who am I giving access to?

Stick to tools that are:

• [ ] Use well-established platforms (OpenAI, Notion, Zapier, Airtable, Make.com)
• [ ] Verify transparency about data usage
• [ ] Confirm OAuth login availability
• [ ] Check ease of disconnection make sure you can revoke access if you want to.

🚫 Avoid:

• [ ] Random Chrome extensions
• [ ] Decline full access requests without folder selection
• [ ] Skip tools lacking clear support/documentation </aside>

<aside> 🛠️ Step 3: Limit Access Where Possible

When connecting Gmail or Drive to an AI tool:

• [ ] Select read-only access when available
• [ ] Choose specific folders only
• [ ] Disable unnecessary permissions (contacts, sending)

Pro move: Create an "AI Assistant" folder in Drive for AI-specific content

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<aside> ✨ BONUS: 3 Easy Connections to Start With

• [ ] Set up Gmail (read-only) for email management
• [ ] Connect specific Google Drive folder for document access
• [ ] Link Google Calendar for scheduling assistance </aside>

Designing Success

<aside> 📬 Step 2: Use a Business Gmail, Not Personal

This isn't just a security thing — it's a “untill we know more” kinda thing. Connect an account that's already used for your business comms.

Benefits:

• [ ] Maintain cleaner data
• [ ] Minimise personal information exposure
• [ ] Enable easier access </aside>

<aside> ✅ Step 4: Always Review & Revoke Access

Monthly/Quarterly Audit Checklist:

• [ ] Visit Google permissions page
• [ ] Review all connected applications
• [ ] Remove unused app connections
• [ ] Revoke access for suspicious apps
• [ ] Clean up old test connections </aside>

<aside> 💡 Remember: You're In Control This isn't about "letting AI into your life." It's about deciding what you want help with and giving it just enough context to be helpful. You're the boss. The AI is the EA.

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