Spreadsheets and AI data leakage: what a pasted or uploaded sheet gives away in ChatGPT or Claude.
Spreadsheets are the files staff are most tempted to hand to an AI tool, because the questions are quick: summarise this, check this formula, find the errors. A sheet also holds more than the screen shows. It holds every row for every client, plus hidden columns, cell comments, formulas that point at other files and properties such as the author. These pages mark up real spreadsheet types across professions and show what each row, column and note exposes.
Accountants
Customers, suppliers, wages, the ATO balance and the reviewer’s comments, in the workbook opened every quarter.
See what leaves → The year-end trial balanceRelated-party loans, rent, contractor fees, bank facilities and the reviewer’s notes, on a grid that looks like arithmetic.
See what leaves → The cash flow forecastCustomers, wages, lenders, personal guarantees and the firm’s advice on a covenant breach, in the notes column.
See what leaves →Law firms
Property, accounts, shares and super, with a column of internal notes about a daughter who may contest. An estate on one sheet.
See what leaves → The time and billing spreadsheetMatters, fee earners, narrations, write-down notes, a deal under NDA and the identity checks, in one month-end export.
See what leaves →Financial advisers
Ages, balances to the dollar, a redundancy, a health scenario, the drawdown and the Age Pension estimate. A couple’s future, in a grid.
See what leaves → The client list exportEvery client in one grid: dates of birth, tax file number digits, the fee, the risk profile and what the adviser wrote about each of them.
See what leaves →Insurance brokers
Every client’s open claims, reserves, injuries and insurer positions in one grid, with the brokerage’s own notes beside them.
See what leaves → The asset scheduleSerial numbers, rooms, sums insured and where the keys are kept, in the grid prepared for every renewal.
See what leaves →Aged care
Staff and agency names, leave, screening dates, a worker stood down and which resident needs which staff member. A week on Wattle wing.
See what leaves → The fees and refunds registerAccommodation payments, daily fees, refunds owing to estates, a bank account and who may be phoned. A finance register, one row per resident.
See what leaves →Mortgage brokers
Net income, shaded overtime, living expenses, every card limit and a surplus of a few hundred dollars. How close a family is to its limit.
See what leaves → The commission and clawback spreadsheetEvery client with a loan amount and lender, the commission rates, trail income and the date each clawback ends. The brokerage’s book of business.
See what leaves →Healthcare
General practitioners (GPs)
Dental practices
Conveyancers
Every dollar that moves at settlement, the lender, the payout figure and the vendor’s account, in one grid.
See what leaves → The trust account reconciliation spreadsheetSeveral clients’ names, matters and balances, the trust bank account and the notes that explain why money is still held.
See what leaves →Migration agents
Real estate agents
Every tenant, every arrear, every owner and the bank account the rent is paid into. One row per property.
See what leaves → The buyer register spreadsheetNames and mobiles against budgets, finance status and notes about separations, illness and family money.
See what leaves →NDIS providers
Names, NDIS numbers, the support each person receives, hours, and a status column that says which shifts are under question.
See what leaves → The worker roster spreadsheetWho lives alone, where, when a worker is there, the notes for each person and the lockbox code. A map of the week.
See what leaves →Recruiters
Seven candidates side by side: pay, notice, visa, rating and the remarks column nobody was meant to read.
See what leaves → The salary benchmark spreadsheetMarket bands beside named employees’ real salaries, the agency’s fee per role and a note about who might leave.
See what leaves →Common questions
Is it safe to put a spreadsheet into ChatGPT or Claude?
Do ChatGPT and Claude use the information in a spreadsheet?
Can I remove the names from a spreadsheet before using ChatGPT or Claude?
How can a practice use AI on spreadsheets without sending them to ChatGPT or Claude?
What do the pages about spreadsheets show?
Are the example spreadsheets real?
Which professions are covered?
See Dominion answering from your own documents.
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