What You Hand Over to AIwhen you connect your ad accountswhen you connect your ad accounts

Before You Click Connect Guide, front-and-back checklist and register template: 15 checks on what access you give AI when you connect your ad accounts.

who connected what

What you get (+1 bonus)

The four things you hand over.
What the assistant can see, what it can change, which customer details end up in a chat, and which keys sit on a laptop or a vendor's server.
Permission plus role.
Why the sign-in screen can't make a Google Ads connection read-only but the account's role can, with the narrowest access to choose in GA4, Search Console, Meta and Shopify.
What it could change.
Which write actions each connector offers, how approval prompts work in Claude and ChatGPT, and a suggested default: reads allowed, writes on approval, deletes blocked.
Customer data in the chat.
Which customer and lead details can reach the conversation, why hashed data is still personal data, how training depends on your plan, and the terms to check for every vendor.
Keys, leavers and a routine.
Where credentials end up and how to rotate them, five steps for when someone leaves, and a five-minute routine to run before every new connection.
Checklist and register included.
The 15 checks on a front-and-back printable page with score bands, plus a register template with one row per connection and a quarterly review.
+1 bonus
An AI skill for Claude, ChatGPT, Gemini or Copilot
that builds your connection register, scores each connection on the 15 checks and lists what to remove, narrow or rotate first, without ever asking for passwords or keys.

Free · about 15 seconds

Who it's for, and who it's not for

A marketer at a desk is about to click an approval button on a laptop sign-in screen.

Who it's for

Owners of shops and lead-gen businesses who run Google or Meta ads and are connecting, or have already connected, their accounts to Claude, ChatGPT or a connector.
Marketers and agencies who set up these connections for a business or for clients and need to say afterwards exactly what was handed over.
Teams that have built up a few AI connections over time and can't say who connected what, with which account, or how to revoke it.

Who it's not for

People who only paste exported reports into a chat and never connect an account. Most of this guide is about live connections.
Security teams that already run formal access reviews across their tools - you'll know most of the principles here.

What's inside

PDF · About 20 min read

Honest note

Platform screens and defaults change, so the details are as of October 2026 and worth re-checking before you rely on them. Nothing in an AI connection reverses a change for you. Google Ads' change history can reverse most changes from the last 30 days, and on Meta and Shopify you re-edit by hand. For contracts, data protection terms or a formal security review, ask whoever advises you. This is practical guidance, not legal advice.

Free · about 15 seconds