Run through this before you connect Claude to your email, calendar or files. It's how I decide which connectors I switch on, which ones I think twice about and which ones I leave off.
Free. Just your first name and email, and it opens straight away.
Add your name and email and the whole checklist opens straight away, team version included.
Your tools sorted by how careful to be, then the checks before any connector goes on. The full list is in the checklist.
The checklist
Switch on
The tools that are fine to start with.
Think twice
Tools that can act for you, and how to keep them in check.
Leave off for now
The tools I'd hold back until you've checked them.
Before you switch one on
Eight questions. If you can't answer one, it stays off.
Then
Where connectors live in Claude
See what's connected, switch one off and make it ask you first.
If you're on Team or Enterprise
What an owner controls for the whole business.
The Australian bit
What the privacy regulator says about AI tools.
The team version
Five lines for your staff AI policy.
and want to know what's safe to let it do.
in your accounts, CRM or job files, and want to be careful what AI can see.
and want a few clear rules for staff who use AI.
and want to check what they can actually see and do.
A connector is a bit like a login. Once it's on, Claude can look at what's inside that tool, and sometimes act in it.
So I treat it the same way I'd treat giving someone new a key. If I wouldn't hand a new staff member the password on day one, I don't hand it to the AI either.
This checklist is how I decide which connectors I switch on, which ones I think twice about and which ones I leave off.
Claude. The steps show where connectors live on claude.ai. Menus move, so the guide links Anthropic's help pages too.
The full guide opens on this page straight away. All 20 boxes, the questions, the steps in Claude and the team version. It stays open on the same phone or laptop when you come back.
Yes. Your first name and email, and the guide opens. No card, nothing to buy.
Yes. On Team and Enterprise, an owner switches connectors on for the business and can limit what they do. The guide shows where that lives.
No, it's general information. There's a short Australian bit on what the OAIC says, with a link to check who's covered on oaic.gov.au.
Grab the checklist and run your connected tools through it today.
Get the checklist ↑
Brightwaters AISydney, Australia · hello@brightwaters.ai