Define acceptable use
Spell out where AI is allowed: brainstorming, first drafts, summarizing non-sensitive notes, formatting, research support, and internal productivity. Also spell out what is not allowed.
Protect customer data
Employees should not paste private customer information, regulated data, passwords, financial records, health information, or confidential trade details into public AI tools without approval.
Require human review
AI-assisted work should be reviewed before it reaches customers, vendors, employees, or public channels. The person using the tool remains responsible for accuracy.
Train with real examples
Policy works best when paired with examples from the business: emails, proposals, SOP questions, customer responses, and reporting tasks.
Key takeaways
- Give permission with boundaries.
- Protect sensitive data.
- Require human review.
- Train teams on practical examples.
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