Your quick-start checklist to reduce AI risk in Microsoft 365
Get a practical framework to uncover shadow AI, reduce data exposure risks, and put governance guardrails in place using Microsoft Purview and Defender for Cloud Apps.

AI adoption is accelerating across Microsoft 365. From Copilot to third-party generative AI tools, employees are using AI faster than most organizations can govern it. That makes it harder to see where data is going, how it’s being used, and which AI apps are quietly becoming part of everyday work.
AI can create new blind spots for IT, like:
- AI tools being used without IT’s visibility
- Data exposure risks tied to AI usage
- Limited insight into who’s using which AI apps and why
This checklist, created in collaboration with Jasper Oosterveld, Microsoft MVP and Data Security Consultant, gives you the steps to uncover AI usage across your environment, assess risk, and take action using Microsoft tools like Microsoft Purview and Defender for Cloud Apps.
This checklist will give you steps to:
- Use Microsoft Purview and Defender for Cloud Apps to surface sensitive data exposure in AI workflows
- Increase visibility into AI usage across your Microsoft 365 environment
- Evaluate risk and enforce policies based on your organization’s security, compliance, and legal needs
- Drive organizational alignment with a communication plan
About our hosts
About ShareGate
With ShareGate , you get everything you need to assess, migrate, and govern Microsoft 365 with confidence. Our intuitive solution guides you every step of the way—from planning and optimization to AI readiness. All in one simple tool, at one fixed price.
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