This page covers how we use AI in our daily work, what's approved and what's not.
<aside> ⚠️
Float accounts only: your @float.com login on Float's Claude accounts and Gemini in Google Workspace for your Float work, never a personal account or subscription.
</aside>
<aside>
| Tool | What it's for | Notes |
|---|---|---|
| Claude (Anthropic) | Day-to-day work: comms, ops, drafting, research, analysis | Primary tool |
| Gemini (Google Workspace) | Drafting and summarizing in Docs, Gmail and Meet | OK with your @float.com login only, never a personal Google account. |
| Fin (Intercom) | Customer support AI | — |
| ChatGPT / OpenAI | Product POCs | Engineering only |
| Breeze (HubSpot) | CRM | Used by Sales & CX |
| CodeRabbit | AI-powered code review | — |
<aside>
:claude-ai-icon: Need a Claude seat?
Go to claude.ai, sign up with your @float.com email, and you'll be prompted to request to join the Float workspace.
</aside>
<aside> 🛑
Stop and think before you add data. Ask what the work needs, whether that’s research, analytics or drafting, and only add that. If it isn’t necessary, leave it out. If the work does need it, go ahead. You don’t need to scrub or redact it first.
Have some DOUBT (framework authored by @Chris Nash)
AI best practices: have some DOUBT
</aside>
| Type | Examples | In Claude Enterprise |
|---|---|---|
| Public | Marketing copy, public docs | Freely shareable |
| Everyday work data | Tickets, roadmaps, financials, customer discussions | OK. Use what the work needs |
| Personal data | Customer contacts, call content, consented discovery interviews, 1:1 notes, performance reviews, feedback | OK in approved tools. Use only what the work needs, and a person decides about people |
| Never | Credentials, payment card or banking details, health information and other special category data, candidate information, legal contracts, security architecture | Never in any AI tool |
Anthropic (Claude) is our processor. It handles data inside Claude only on our instructions, under our DPA. We stay responsible for what we put in and how we use it, so use your Float account, add only what the work needs, and keep sharing tight.
<aside>
More on our legal responsbilities can be found here: Legislation and redaction
</aside>
<aside>
Are you a people manager and want to know more about how to handle your team’s data? Check out Being an ambassador for privacy
</aside>