How to use the Records of processing template

Start a board from it
Use this template opens a new Freero board with the Records of processing template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Records of processing”.
Follow the instruction on the board
“One row per activity, written with the team that does it. Check the record whenever a new tool or form starts collecting personal data.”
Fill in each part
- Table Columns: Activity · Personal data · Purpose · Legal basis · Shared with · Kept for · Owner
- Check each row Questions before you mark a row complete.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Records of processing board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Privacy impact assessment
Before a new project uses personal data, think through what it collects, the risks to the people involved and how to reduce them.
Data retention schedule
Decide how long each kind of record is kept, why, where it lives and what happens to it at the end, then check that it happens.
Vendor security review
Check a supplier before they get your data or systems: what they will access, how they protect it and what the contract must say.
Contract review checklist
Read a commercial contract with the same questions every time: who, what, money, liability, exit and data, with red flags marked.
Compliance obligations register
List the laws, licences and standards you must meet, what each requires, who owns it and the evidence that you comply.
Policy drafting canvas
Draft a workplace policy people can follow: why it exists, who it covers, the rules, the exceptions and how it will be kept up.