AI for business leaders
You don't have to become the office AI expert. Most teams are stuck on something simpler: nobody has told them what's allowed. Once you write down what's off-limits, which tool to use, and who checks the output, people stop guessing and start trying things on low-risk work.
Start here: the 3-line AI policy
If your team has no AI policy at all, use this one. It's short on purpose. A short policy people actually read beats a long one nobody opens.
- What never goes in: customer personal information, passwords, account numbers, health details, and anything marked confidential.
- Which tool we use: name the one approved assistant (ideally a business or enterprise plan your company controls).
- Who checks the output: a human reviews anything AI-drafted before it goes to a customer, gets signed, or gets paid.
A fill-in-the-blank version is coming in a future issue.
What this track covers
Mostly the decisions that land on your desk. What to allow and what to ban, and how to explain it so your team doesn't just hear "no." What to ask a vendor before you pay for an AI tool, and how to tell when their claims are inflated.
And ROI, done honestly. When we estimate time saved, we say it's an estimate. When we've actually timed something, we label it measured. You'll always know which is which.
Read next
- Issue #1: Before you paste anything into AI has the 10-minute safety setup and a meeting-notes workflow your whole team can use this week.
- How we test and label numbers
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