Cloud AI Checklist

AI Vendor Review Checklist

Questions to ask before connecting an AI tool to business data, customer workflows, or employee accounts.

Tip: use your browser print dialog to save this checklist as a PDF.

Data Handling

Does the vendor train models on your prompts, files, chats, or outputs?Can you delete company data from the platform?Where is data stored, and who can access it?

Account Security

Does the tool support MFA or single sign-on?Can admins remove users and review access?Are logs available for sensitive actions, exports, or integrations?

Business Risk

What happens if the tool is unavailable?What data would be exposed if an employee used the tool incorrectly?Who owns approval, renewal, and offboarding for this tool?