AI rules for your team

A one-page policy for safe, useful AI use.

1. Name the approved tools

   List which assistants staff may use for work, signed in with work accounts.

2. Say what stays out

   Customer personal data, health or financial records, passwords and anything under contract stays out of unapproved tools.

3. A person checks the output

   Anything that goes to a customer, or touches money or legal terms, is reviewed by a person first.

4. Be open about AI use

   Decide when you tell customers AI helped, and keep it consistent.

5. Name an owner

   One person answers questions, approves new tools and updates the policy each quarter.

Good to know
Keep the policy to one page so people actually read it.

Want help putting this in place with your team? Book a free call.