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Solutions Hub: AI Assistant Readiness

Get your data ready for AI assistants

See what Copilot, Gemini, ChatGPT Enterprise and Claude would surface before rollout, and keep them scoped after go-live.

An assistant answers with whatever each user can already open. BigID maps that reach, fixes the oversharing and unlabeled sensitive data inside it, and gives security the evidence to sign off the rollout.

See what your assistant can reach Get a readiness assessment Take a tour
Before rollout
What each assistant can reach, by user
Broad links, external shares, stale guests and unlabeled sensitive files, mapped to the people who can open them
Through go-live
Oversharing fixed at the source
Access right-sized, labels synced to Microsoft Purview, stale data disposed, and exclusions set for what stays off-limits
After launch
The assistant kept in scope
New shares, new sensitive data and new agents caught as they appear, with activity tracked for people and agents alike
Why readiness comes first

An assistant is as well scoped as the access underneath it

Copilot, Gemini, ChatGPT Enterprise and Claude retrieve through each user's existing permissions, so years of broad sharing, inherited access and unlabeled sensitive files become answerable in a sentence. The rollout is usually already on the calendar, and several teams have a stake in it. BigID runs readiness as one project from one view of sensitivity, access, identity and AI assets, so each of them works from the same findings. The work draws on access governance, data security posture management, lifecycle management, and AI governance.

For IT and the Microsoft 365 or Workspace team

A rollout that moves in phases. Readiness by site, department and data type shows where the assistant can go live now, so licenses reach users while remediation continues behind them.

For security

Evidence to sign off, and controls after. What each assistant can reach, what was fixed at the source, and the monitoring that keeps reach small once everyone is switched on.

For privacy and AI governance

Assessments grounded in the real data. AI and privacy assessments per use case, exclusions for the material that stays out of answers, and the agents built on each assistant inventoried.

See it operate

Watch it work

BigID Fine-Grained Access Control Demo: Review Permissions & Reduce Data Exposure

Reviewing who can reach sensitive files, down to the individual permission, then tightening access before an assistant can surface it.

DemoWatch on YouTube ↗
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Prefer to click through it yourself?

Find open access to sensitive files, see how people and AI agents reach them, and revoke what should not be there.

Take a tour

The rollout already on the calendar, with BigID at every stage

Readiness work runs alongside the rollout plan. Exposure is measured at assessment and brought down before the pilot, the pilot tests what real users can retrieve, and after go-live the same controls keep reach small as data and access keep changing.

Assess what each assistant would surface, by user and team Remediate revoke links, right-size access, apply labels, dispose of stale data, set AI exclusions Pilot test retrieval with real users, confirm exclusions hold Go-live assistant switched on, scoped to approved data Steady state new shares, data and agents caught and closed Sensitive data the assistant can reach Switched on for everyone oversharing and unlabeled sensitive data, measured driven down before anyone is switched on new exposure caught closed again low by the pilot held low as data and access change One BigID view underneath classification, access, identity and AI assets, read together Microsoft 365 with Purview labels Google Workspace Collaboration and knowledge apps File shares and cloud AI data stores
By assistant

Ready for every assistant the business adopts

Each assistant reaches data through its own connectors, and all of them respect the permissions underneath. Fixing access, labels and stale data at the source readies the estate for every one of them, and BigID assesses each assistant's reach on the same findings.

Microsoft 365 Copilot

Microsoft Graph: SharePoint, OneDrive, Exchange, Teams, plus Copilot connectors and Copilot Studio agents

  • Oversharing and broad links found across SharePoint and OneDrive
  • Labels synced into Purview Information Protection for Purview DLP to enforce
  • Sources behind third-party connectors assessed too
Gemini for Google Workspace

Drive, shared drives, Gmail, Docs, Sheets and Slides, through Workspace sharing

  • "Anyone with the link" and domain-wide sharing found and closed
  • Sensitive files in shared drives classified and ranked
  • Access activity on Drive monitored after go-live
ChatGPT Enterprise

Connectors to sources such as SharePoint, Google Drive, Box and Dropbox, plus uploaded files and custom GPTs

  • Every source behind an enabled connector assessed for exposure
  • Sensitive data kept out of files and knowledge that users upload
  • Custom GPTs inventoried with the data they draw on
Claude

Connectors and MCP servers to sources such as Google Drive, Microsoft 365 and Slack, plus project knowledge

  • Sources behind each connector and MCP server assessed for exposure
  • Project knowledge checked for sensitive content before it is shared
  • BigID itself operated from Claude over MCP, for reports and remediation
Start here

What security teams need answered before an assistant goes live

What would the assistant return if someone asked for salaries, deal plans or customer records? BigID classifies the sensitive data in every source the assistant indexes and maps who can reach each file, so you can see, by user and team, what a prompt could surface before anyone types one. Exposure assessment → Which files are shared with everyone, externally, or through links nobody remembers? Org-wide and public links, external shares, stale guests and inherited or orphaned permissions are found and ranked by the sensitivity of what they open. Exposure assessment → Which sensitive files carry no label, or the wrong one? BigID applies sensitivity labels grounded in classification and syncs them into Microsoft Purview Information Protection, so Purview DLP policies can keep the assistant from summarizing or reusing labeled content. Remediation and labels → What should stay off-limits to the assistant whatever the permissions say? Legal holds, investigations, M&A and board material are identified and excluded through labels and policy, so they stay out of answers even for users who can open them. AI exclusions → Which agents and connectors have been built on the assistant, and what do they reach? BigID discovers the AI assets in use, sanctioned and shadow, with the identity each runs under, and maps what every agent can actually reach against what it is meant to reach. Assistant and agent governance → How do we know the assistant stays scoped after go-live? Access activity is monitored for people and agents, unusual behavior is flagged, and new broad shares or new sensitive data are caught and closed as they appear. Post-rollout monitoring → What do we show the steering committee at go/no-go? A readiness view by site, department and data type shows where the assistant can go live now, what was fixed, and what remains, with the evidence behind each decision. Readiness reporting →
Capabilities

Everything the readiness project needs, from first assessment to steady state

Assistant readiness draws on access governance, data security posture, lifecycle management and AI governance. BigID runs them as one project on one set of findings, so what the assessment finds is what remediation fixes and what monitoring keeps fixed. Each group links to the page with the full detail.

Oversharing and exposure assessment

Start with what a prompt could return. BigID compares actual access with intended access across every source an assistant can index, classifies the sensitive data inside, and shows where the two overlap, by user, team and department.

See access governance →
  • Actual against intended access, mapped across every source an assistant indexes
  • Org-wide and public links, external shares, stale guests and inherited permissions found
  • Sensitive data in reach classified with 2,000+ pretrained classifiers, starting with unstructured files
  • Deal, board and HR material found by describing it in plain language
  • Exposure ranked by sensitivity and by how many people can open it

Permission, label and data remediation

Fix exposure where the data lives, so every assistant inherits the cleanup, and exclude the material that should never appear in an answer.

See data security posture management →
  • Broad links and external shares revoked, and access right-sized in bulk or file by file
  • Access reviews delegated to data owners, with each attestation recorded
  • Sensitivity labels applied from classification and synced into Microsoft Purview
  • AI exclusions for legal holds, investigations and M&A, whatever the permissions
  • Redundant, obsolete and trivial data disposed of, so there is less to search and surface

Assistant, connector and agent governance

An assistant arrives with connectors, and soon with agents built on top of it. BigID inventories them with the identity each runs under and maps what each can reach.

See AI governance →
  • Assistants and models in use discovered, sanctioned and shadow
  • Agents and connectors built on each assistant inventoried, with the identity each runs under
  • What each agent can reach mapped against what its function requires
  • AI-generated content classified, with retention and access matching its sources
  • AI and privacy assessments per use case, aligned to the EU AI Act and the NIST AI RMF

Post-rollout monitoring and response

Data and access keep changing after go-live. BigID replaces the one-time cleanup with continuous controls for people and agents.

  • Access activity monitored across the sources an assistant reads
  • Unusual behavior flagged for users and for agents
  • New broad shares, sensitive files and agents checked against policy as they appear
  • Access revoked dynamically, without waiting for the next review
  • Agents that investigate an exposure and remediate it, from BigID or from the assistant itself

Readiness reporting for the go/no-go

The rollout needs a sign-off, and the board will ask how it is governed. BigID shows where the assistant can go live now and the evidence behind each decision.

  • Readiness by site, department and data type
  • Exposure trends from assessment through steady state, for the steering committee and the board
  • Evidence for auditors: what was reachable, what changed, and who approved it
  • Reports asked for in natural language, from BigID or over MCP
Coverage

Every source an assistant can index

An assistant's reach is the sum of its connectors. BigID covers the sources they draw on, across Microsoft, Google, collaboration apps, file shares, cloud and the AI data stores behind retrieval.

Microsoft 365

SharePoint, OneDrive, Exchange and Teams, with labels synced to Microsoft Purview

Google Workspace

Drive and shared drives, with sharing and access activity, for Gemini

Content platforms

Box and Dropbox, with sharing, permissions and activity

Chat

Slack and Teams messages and files discovered and classified.

Knowledge and business apps

Confluence, Jira, Salesforce, ServiceNow and the other SaaS apps assistants connect to

File shares and cloud storage

SMB, NFS and CIFS shares, S3 and data lakes

Warehouses and lakehouses

Snowflake, Databricks and BigQuery

AI data stores

Vector databases, embeddings and RAG indexes

Proof

Recognized for the discovery and access governance a rollout runs on

Analyst recognition

  • A Leader in The Forrester Wave™: Sensitive Data Discovery And Classification Solutions, Q2 2026, with the highest possible score in eleven criteria
  • Ranked #1 in data classification by Intuit, across 20 vendors, at 96.5% weighted precision and recall
  • A Leader across four GigaOm evaluations, including Data Access Governance and DSPM
  • 2025 Company of the Year for AI Governance, Frost & Sullivan
Read the Forrester Wave → Read about the Intuit challenge →

From the field

“BigID gives me better visibility into sensitive data, helps prioritize security protections, reduces attack surfaces…”

CISO, Global Healthcare Company

“We needed to automate processes and data management across systems… BigID was the one solution that did this…”

Chief Privacy Officer, Global Telecoms Company

FAQ

What CISOs ask before signing off the rollout

We already run Microsoft Purview. What does BigID add?

BigID works with Purview and extends its reach. Discovery and classification cover the sources beyond Microsoft 365 that an assistant also draws on, labels sync into Purview Information Protection so Purview policies enforce them, access and activity context sits beside every finding, and enriched signals flow into Purview DSPM.

We are rolling out more than one assistant. Do we repeat this for each?

The core work is done once. Every assistant retrieves through the same permissions, so fixing access, labels and stale data at the source readies the estate for all of them. Each assistant's connectors add sources, and BigID assesses readiness per assistant on the same findings.

Our go-live date is fixed. Where do we start?

With the sites and departments that carry the most sensitive data. The readiness view shows where the assistant can go live now and where remediation comes first, so the rollout can proceed in phases while exposure is brought down behind it.

What is AI assistant readiness?

It is the work of making sure an assistant only surfaces what each user should see. Assistants such as Copilot, Gemini, ChatGPT Enterprise, and Claude answer with whatever a user can already open, so readiness means finding sensitive data, fixing oversharing and stale access at the source, and keeping the assistant scoped after go-live. BigID runs it as one project, building on access governance and data security posture management.

How do we stop Copilot from surfacing sensitive files?

Fix the access underneath it. BigID maps what each user can reach, ranks org-wide links, external shares, and stale guests by the sensitivity of what they open, right-sizes access in bulk or file by file, and syncs sensitivity labels into Microsoft Purview so Purview policies can keep labeled content out of answers. Disposing of redundant, obsolete, and trivial data through data lifecycle management leaves less for the assistant to search.

Which assistants does BigID support?

Microsoft 365 Copilot, Gemini for Google Workspace, ChatGPT Enterprise, and Claude. Each reaches data through its own connectors and respects the permissions underneath, so BigID assesses the sources behind every connector on the same findings, inventories the agents and connectors built on each assistant, and extends the controls through AI governance.

Resources

The checkpoints, checklists and guides behind a ready rollout

Playbook / start here
The Copilot Access-Risk Playbook

The pre-launch checkpoints for an AI assistant rollout, from mapping actual access to continuous controls, and the questions to answer before enablement.

Read the playbook →
Checklist The AI Data Readiness Checklist A working checklist for security, privacy and data leaders, ordered from discovery through policy enforcement, including non-human identities. Read the checklist → Guide How to Secure Microsoft Copilot Data inventory, labeling, access control and minimization across OneDrive, SharePoint, Outlook and Teams before Copilot goes live. Read the guide → Whitepaper The New Standard for Data Access Governance: Reimagined for the Age of AI Fine-grained access governance for employees and AI agents, from permission review to activity monitoring and revocation. Read the whitepaper →

Start with an AI assistant readiness assessment

Bring your rollout date and a department or set of sites. We will map the sensitive data and who can reach it on your own estate, and show what to fix before the assistant goes live.

See what your assistant can reach Get a readiness assessment

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