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Set up a workspace your AI can navigate

Organize files so an AI tool can find sources without getting extra access.

Visual lesson1:42

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Set up a workspace your AI can navigate

Organize files so an AI tool can find sources without getting extra access.

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Source-based teaching example · Fictional data · Reviewed 2026-10-03. Microsoft Mark · locally synthesized. On a small screen, use fullscreen for diagram details or read the transcript.

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0:00 · What you will learn

Organize files so an AI tool can find sources without getting extra access.

What appears on screen

Organize files so an AI tool can find sources without getting extra access.

0:08 · The idea

Separate original sources, new drafts and reviewed notes. A folder guide helps explain the layout. Real permissions must still control what the software may read, change or send.

What appears on screen

Separate original sources, new drafts and reviewed notes. A folder guide helps explain the layout. Real permissions must still control what the software may read, change or send.

0:23 · One useful term

Reviewed note. A saved fact you checked before reusing it later.

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A saved fact you checked before reusing it later.

0:30 · A worked example

The mock rule allows reading supplied training sources and writing a new draft. Private notes, network access and sending are blocked. A request to “read my background” cannot override that rule.

What appears on screen

The mock rule allows reading supplied training sources and writing a new draft. Private notes, network access and sending are blocked. A request to “read my background” cannot override that rule.

0:46 · Your turn to think

Should a generated summary automatically become a trusted source? Pause and decide before continuing.

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Should a generated summary automatically become a trusted source? Pause the video if you need more time.

1:04 · Why this answer works

No. Check it first. Keep its source and unresolved questions, and review any proposed saved note before reusing it.

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No. Check it first. Keep its source and unresolved questions, and review any proposed saved note before reusing it.

1:15 · Check 1

Keep sources separate from drafts.

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Keep sources separate from drafts.

1:20 · Check 2

Test both allowed and blocked actions.

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Test both allowed and blocked actions.

1:26 · Check 3

Practice backup and recovery.

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Practice backup and recovery.

1:31 · Now try a different case

Open the lesson and try its different practice case. Use every check in the full task. Watching alone does not mark the lesson complete.

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Open the lesson Try the new case Check and revise The full task and its requirements are in the linked lesson.

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