Spot It.
Some of your people are already using AI tools, and you may not know which ones or for what. Someone pastes a customer email into a chatbot to draft a reply. Someone else uses one to write a proposal or summarize a contract. Some of the results are great. Others go out the door with mistakes nobody caught.
Sight It.
People reach for AI because it saves them time, and that instinct is a good one. The risk comes from having no guidelines. Nobody has said which information is off limits, which tools are approved, or who checks the work before it reaches a customer. Without rules, each person makes their own, and the business carries risk it can't see.
Solve It.
Put simple guardrails in place:
- Ask the team, without blame, which AI tools they use and for what.
- Decide which tools are approved for company work.
- Write a one-page rule sheet listing the customer, employee and financial information that must never go into an AI tool.
- Require a person to review anything AI helped create before it goes to a customer.
- Revisit the rules every quarter as the tools change.
The goal isn't to stop people from using AI. It's to make sure they use it safely.
Fixed it yourself? Great. Want help making it stick? Talk to a Troubleshooter.