What qualifies is probably in your software today
When your team uses email, shared drives and business software, you likely already hold the records AI labs license.
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Where useful records usually live
You pick which of these are included. You can always leave any of them out.
Project management tools
Boards, tasks and updates show how work gets planned, handed out, held up and finished.
Engineering and code
Repositories, code reviews and issue history show how software gets built and maintained.
Team chat
Chat captures the questions, quick calls and handoffs that rarely get written up anywhere formal. Slack and Microsoft Teams are the common ones.
Support tickets
The trail of requests, replies, escalations and resolutions shows how issues get solved.
Finance and back office
Orders, invoices and operating records from your back office tell the story of how the business runs day to day.
Email and calendars
Email with clients, vendors and staff traces how incoming requests turn into actual work. Calendars reveal how people plan their time around it. The usual sources are Gmail, Outlook and Microsoft 365.
Files and shared drives
Proposals, SOPs, templates, contracts and working drafts capture how your company does things. Google Drive, SharePoint, Dropbox and Box all count.
CRM and pipeline data
Pipeline stages, call notes and follow ups show the path a sale takes from first touch to signed deal.
What gives records their value
What labs look for is ordinary work captured across time. A single file says little. Several years of threads, tickets and drafts reveal how people reason, ask for help, fix errors and get work done.
This is why history counts. Most fits have three or more years in business, and a longer history tends to lift the estimate. Headcount matters too, because a larger team working in your tools leaves a wider record.
What you do not need
There is no need for clean data, custom exports or a data team. You do not have to know how much storage you use. During scoping, the specialist works it out with you based on the tools you already run.
What never goes in
Sensitive data is excluded or de-identified before anything is shared. Client files for regulated businesses, patient information and personal financial data can stay out entirely. Where the lines sit is your decision, and nothing goes out until you sign off.
For more on this, see questions and safeguards.