Organize your business data before using AI for content
By Saúl, Partner, Odoo and integrations · · 6 min read
An AI only writes well about your business if you give it correct, organized facts: what you sell, what you say and do not say, and in what tone. Prepare one document per topic, name a source of truth for every fact, and keep personal data and secrets out.
Why does your data matter before you use AI?
Because AI writes from what you give it and fills the gaps by guessing, and a guessed price or condition in a post costs more than the time you saved. If the model does not know what your service costs, what it includes or which cities you cover, it will probably write something plausible and wrong.
The fix is not technical, it is tidiness. Before generating anything, gather in one place what your business knows about itself. It is the same job a new hire would do in their first week, and it works equally for a person, an agency or a tool.
Example with a company, "North Workshop," which makes custom furniture: if one sheet says "solid oak" and another says "oak veneer," the AI will end up mixing the two in the same ad.
What data should you prepare?
Prepare five blocks, each short and reviewed: catalog, FAQs, tone, boundaries and contact details. That covers almost everything an AI needs to write posts about your business.
- Catalog or services. Name, short description, who it is for, what is included, what is not, price or range if you will publish it.
- Frequently asked questions. The ten or fifteen you hear most: lead times, warranty, returns, payment methods, service area.
- Tone. How you sound: adjectives that describe you, words you use and words you avoid. There is a guide in how to define your brand voice.
- Boundaries. What you do not say: promises you cannot keep, comparisons with competitors, topics outside your business, prices that change.
- Contact details and hours. Phone, website, address if public, opening hours.
None of this needs to be long. A page per block is usually enough.
Where is your source of truth?
Every fact should have one place where it gets updated, and everything else should be copied from there. Many companies keep the catalog in an ERP, others in a spreadsheet, others in the PDF a supplier sends. It does not matter which, what matters is choosing one.
The rule I use on company projects is simple: before preparing anything for the AI, ask of each fact, "where does this get changed first when it changes?" That is the source of truth. If the answer is "it depends" or "in three places at once," that fact already has a problem, AI or no AI.
Example table for the workshop:
| Fact | Source of truth | Who updates it | When it is reviewed |
|---|---|---|---|
| Product list and dimensions | Production spreadsheet | Workshop lead | Every quarter |
| Prices | Current quote template | Administration | Whenever they change |
| Lead times | Production schedule | Workshop lead | Every month |
| FAQs | Customer support document | Whoever answers customers | Every quarter |
Notice there is no magic tool in the table: there is an owner and a date. That is what stops data going stale.
What data should never go into an AI tool?
Never paste customers' personal data or company secrets into an AI tool unless you are sure how they are handled. This applies to any AI service, not to one in particular.
Leave out:
- Names, emails, phone numbers, addresses or purchase histories of customers and employees.
- Contracts, terms agreed with a specific customer, bespoke quotes.
- Passwords, access keys and bank details.
- Margins, costs and commercial strategy you will not publish.
- Third-party information (suppliers, partners) you cannot share.
If you need a real example so the AI understands a case, anonymize it: change names, round figures, strip anything identifying. And if you have doubts about data protection in your country, ask someone qualified: this is not legal advice.
A good test before pasting anything: "Would I be comfortable seeing this on a sign in my shop window?" If not, it stays out.
How do you write the boundaries?
Write boundaries as concrete, checkable rules, not general intentions. "Be careful" does not help; "never promise specific delivery dates" does.
Examples of well-written boundaries for the workshop:
- Never say "delivered in 48 hours"; say "lead times are confirmed in the quote."
- Do not compare with other carpenters by name.
- Do not mention full kitchen remodels; we do not do them.
- Do not publish fixed prices; only "from" with the condition "depending on dimensions."
- Do not use the word "cheap."
A list like that, five to ten lines, prevents most awkward mistakes. It is also useful for anyone else who writes on your behalf.
How do you keep it up to date?
Give each document a review date and an owner, and review when something important changes, not only on a calendar. An outdated catalog is worse than none, because it produces texts that are confident and wrong.
A minimal routine:
- Each document carries its last review date and who maintains it at the top.
- When you change a price, product or condition, you update the source of truth first and the derived documents after.
- Once a month, you go through the previous month's posts and note which fact was wrong or missing.
- Those notes feed the next review.
If your information lives in an ERP or across several spreadsheets, the step of copying it into a manageable document is the most tedious. You do not need to automate it on day one: start by hand with what is used most, and improve it once you see what repeats.
How does this fit with a content tool?
A content tool with AI performs in proportion to how organized the information you give it about your brand is. In igroui that information is filled in once per brand in the Brand Brain: identity, audience, tone, topics, products, restrictions and banned words. Ideas and texts come from there, and each piece is reviewed and approved before it goes out.
That does not replace the work above: the Brand Brain is the form where you put your data, but whether it is correct and current still depends on you. You can see how it is set up in brand voice. And once your data is in order, the natural next step is planning a month of content.
Final checklist
Before asking an AI for content, check this:
- Catalog or services in one document, with no contradictions.
- Ten frequently asked questions with settled answers.
- Tone described with examples of what fits and what does not.
- Boundaries written as checkable rules.
- One source of truth per fact, and an owner.
- No personal data or secrets in the material.
- A review date on every document.
With that, the AI works from your information, not from guesses.