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PathwayAI

Module 1 · Start safely

Customer data from orders stays out of the model

6 min read6 min readReviewed 26 October 2026

In short

Names, numbers and addresses on orders are personal data. Do not paste order lists into a general AI service; send column names and made-up samples. Use the data only for its order and delete what you do not need. Not legal advice.

After this lesson you can

  • Recognise names, phone numbers and addresses from shop orders as customers' personal data
  • Do shop tasks with AI using the shape of order data and made-up samples, not the real order list
  • Use customer data only for the purpose of its order and delete what is no longer needed

Terms in this lesson

Understand

Every order that reaches your shop carries data about people. In a chat app there is the contact name and phone number. On a marketplace there is the recipient's name, full address, sometimes a landmark and notes like 'leave it with the neighbour'. For cash-on-delivery orders there is the number the courier calls. All of this is personal data under the PDP Law, Law Number 27 of 2022. The legal basis is covered in the PDP Law basics lesson; here we apply it to the shop counter.

Many small sellers feel this law is only for big companies. In fact the PDP Law applies to anyone who decides the purpose and means of processing personal data, including a home business that logs orders in a notebook or spreadsheet. Only the scale changes. A cake seller with thirty customers still holds thirty names, thirty numbers and thirty home addresses. If that list leaks, those people may get calls from scammers who know exactly what they bought and where they live.

The rule we keep: the real order list is never pasted into a general AI service. A general AI service means one you have not contracted to process customer data, including a free account on your phone. The reason is not that such a service is surely malicious. You do not know where the data is stored, for how long, who can read it, or whether it is used to train a model. The customers whose data you paste were never asked either.

The good news is that almost all the help you need from AI in a shop does not need real data. The model needs the shape of the data, not its contents. If you want a formula to total weekly sales, the model only needs column names such as date, order code, product, quantity and price, plus two made-up sample rows. If you want a template for an order confirmation, the model only needs what the message should say, and you fill in the customer's name yourself when sending.

How it works: first write the result you want, then ask what the model minimally needs to know for it. The answer is usually rules, structure and samples. The real data stays in your order book, spreadsheet or shop app, and you run the result yourself there. Replacing names with codes such as PLG-01 is pseudonymisation, not anonymisation: the address and order contents can still identify the person. The full explanation is in the masking data lesson.

Article 16(2) of the PDP Law sets out processing principles. Two are felt most in a shop (points a and b): data is collected in a limited and specific way, and data is processed according to its purpose. A customer gives an address so the parcel arrives, not so their number joins a promotion list or is shared with another seller. Point (g) of the same paragraph asks that data be deleted once its retention period ends or when its owner asks, unless another rule requires keeping it. So decide how long you keep data from completed orders, for example until the complaint and return window has passed, then clean it up.

A note about phones. In a small shop, customer data is often scattered: order screenshots in the gallery, photographed shipping labels, a chat group with couriers, notes in a memo app. Each copy is a new place that can leak if the phone is lost or borrowed. Once a month, delete screenshots of completed orders and remove customer numbers from groups that no longer need them.

Worked example

Before

The prompt

Here is this week's order recap (I paste 40 rows with buyer name, phone number, address, product and total). Please total it per product and write a thank-you message for each buyer.

What came back

Example of bad output; figures and references invented by the model, do not use: Totals per product: pineapple tarts 18 jars, cheese sticks 12 jars. Message for Mrs Ratna on Jalan Melati: Thank you for ordering 3 jars of pineapple tarts, ...

After

The prompt

Goal: I need a spreadsheet formula to total orders per product, and one thank-you message template. Reader: me, the owner of a home cake shop who runs the formula in a spreadsheet. Material: column A date, B order code, C product, D quantity, E unit price. Two made-up sample rows: 2 Mar | INV-01 | Pineapple tarts | 3 | 85000 and 2 Mar | INV-02 | Cheese sticks | 2 | 90000. Limits: do not ask for real buyer data; the template uses a ‹nama› marker that I fill in myself. Shape: one formula with an explanation of each part, then a message template of at most 40 words. Check: compute the formula's result for the two sample rows so I can match it.

What came back

Formula for total per product: =SUMIF(C:C,"Pineapple tarts",D:D) for the number of jars. For the samples, pineapple tarts 3 jars and cheese sticks 2 jars. Template: Hi ‹nama›, thank you for ordering from our shop. Your order went out today. If anything is not right, just reply to this message.

What changed

  • The first request sends the names, numbers and addresses of 40 people that are not needed at all for a total.
  • The first output repeats buyers' names and addresses, so the data now sits in one more place.
  • The second request gives only the shape and made-up samples; the formula and template are used in your own spreadsheet and chat app.

Common mistake

Mistake
Pasting a screenshot of the marketplace order list into an AI service to have it tidied into a table.
Why it hurts
An image is data too. That screenshot holds buyers' names, addresses and sometimes phone numbers. Sending it to a general service is the same as pasting the text, and the model can read all of it.
Do this instead
Download the order report from the marketplace as a spreadsheet, then ask AI for a formula or tidy-up steps based only on its column names.

Try

Sorting card

Sort this shop material: fine for a general AI service as is, fine after replacing with made-up samples, or never goes in?

  1. Last month's order table with buyer names, to find a sales formula

  2. Every customer's number, to have a mass promo message written

  3. A photo of a shipping label with the recipient's full address

  4. A customer complaint you want to answer politely, with their name and number

  5. Each product's cost and selling price to compute margin

  6. The ingredient list and net weight of pineapple tarts to rewrite as a description

6 cards left

The Eid season ended two months ago. All orders were received and no complaints are open. The hamper order spreadsheet still holds the names, numbers and addresses of 120 buyers. What is most appropriate?

Take home

Before pasting anything from an order

  • I know whether this material holds someone's name, number, address or order details
  • For formulas and layouts, I send only column names and made-up samples
  • I do not send order screenshots or label photos to a general AI service
  • I use customer data only for the order and its after-sales service
  • I have a retention limit for completed orders and clean them up
  • If real data has gone out, I note what was sent the same day

What went wrong for us

How we work

The order list never goes into a general AI service

Context
The business apps we run store orders and customer data such as names, numbers and addresses. The people who use them often want AI help with recaps, formulas and messages.
What tends to go wrong
Our rule is simple. When we design AI help for order recaps, only column names, calculation rules and made-up sample rows go to the model. Real buyer data stays in the shop system and the formula runs there.
What it costs if ignored
Buyers give data for one purpose: getting their order delivered. Sending it to a service that is not contracted moves the data somewhere that cannot be overseen, without buyers ever being asked.
Root cause
Pasting the whole table feels fastest, and many people assume a small shop's data matters to no one.
How we do it
Every recap request starts from a question: what must the model minimally know? The answer is almost always the shape of the data, not its contents.
The rule we keep
If a task truly needs real buyer data, it is done in the shop's own system, not in a general AI service.

The lessonSend the data's shape and made-up samples; real buyer data stays in your shop.

What it means for your workBefore asking AI for help with a recap or message, remove names, numbers and addresses, and write made-up samples instead.

Sources