Guide · AI at work

AI use policy

A one-page policy for a small business. Fill in the blanks, go over it with your team and keep a signed copy.

First page of the AI use policy guide

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Business name
Policy owner
Date it starts
Review again on

1. Tools we allow

Use only the AI tools listed here, signed in with your work account. Ask the policy owner before trying anything else.

Approved AI tools

2. What never goes into AI

  • Client, customer or patient names with their details
  • Health, legal, financial or criminal justice records
  • Passwords, sign-in codes, bank or card numbers
  • Employee files, pay or reviews

3. How we use it

  • A person checks everything. Facts, numbers, dates and quotes are checked before anything is used or sent.
  • AI drafts, people decide. It never sends messages, approves payments or makes decisions about people on its own.
  • Speak up fast. Tell the policy owner right away if something private went into an AI tool.

4. Agreed by

Name
Signature
Job title
Date

AI at work

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