Using AI tools safely in your business
Practical guidelines for teams using AI assistants for writing, analysis and customer work, without risking data or quality.
- Do not paste confidential or personal data into tools without approval
- Always review AI output before it reaches customers
- Write a short policy so everyone follows the same rules
AI assistants can draft emails, summarise documents, write code and analyse data in seconds. Used well, they save time. Used carelessly, they can leak information or produce confident mistakes.
- Approved tools only
- No confidential data without approval
- Human review before sending
- Check facts and numbers
- Disclose AI use where required
Protect data
Understand how each tool handles the information you enter. Business or enterprise versions often offer stronger data protections. Avoid pasting customer personal data, passwords or confidential contracts into tools that are not approved for it.
Review everything
AI can produce plausible but wrong answers. Check facts, numbers, names and claims before anything is sent to customers or published.
Good uses
- First drafts of emails, posts and documents
- Summarising long documents and meeting notes
- Brainstorming ideas and outlines
- Helping write and explain formulas or code
- Analysing anonymised data
- 1Choose approved tool
- 2Remove sensitive data
- 3Get a draft
- 4Review and edit
- 5Use and record
Train your team
Share examples of good prompts, common mistakes and your policy. A short training session prevents most problems.
Tell us what you’re working on. Free estimate within 24 hours, NDA on request.