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Staff AI rules sheet: write your team's rules in 5 questions
Your staff are probably already using AI tools, so it helps to write down how. Answer five short questions in your own words. You get a plain one-page sheet to print, pin up, or edit in Word. The sheet only holds what you write here, and nothing is added for you.
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Your answers
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This goes at the top of the sheet, so use the name your staff know it by.
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Everyone, certain roles, or only people you have shown how. Name roles rather than people so the sheet stays true when staff change.
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List the everyday jobs you are happy with, such as first drafts of emails, social posts, or summaries of long documents.
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Owners often list customer details, passwords and logins, staff records, and unreleased plans or prices. Add anything private to your business.
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Name the person to ask when unsure, and who says yes before anyone starts using a new AI tool or app for work.
Your sheet
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