Rules for the team
Situation
The situation
An AI usage policy, on one page, that everyone reads.
You run a 12-person accounting firm in Clermont-Ferrand. Several staff members use AI, each in their own way. You want clear rules, on one page.
Idea 1 of 3
One page, read by everyone
An AI usage policy says what is allowed, what is forbidden and who to ask. A short page gets read. A long document rarely does.
Idea 2 of 3
Four sections at least
The approved tools, with the plan used. The data never to enter. The required human review before use. The person to tell in case of an incident or doubt.
Idea 3 of 3
Better than a ban
Banning everything pushes people to use personal accounts, with no safeguards: this is shadow AI. Offer at least one approved tool, and explain why each rule exists.
Example
Before and after
Write an AI charter.
Write our accounting firm’s AI usage policy, on one page, in plain words. Sections: approved tools and plan used, data never to enter, required review before sending, who to tell in case of an incident ([LEAD PERSON]).
Why? All four sections are there, in plain words, and the request contains no personal data.
Question 1 of 2
Why not simply ban AI?
See the answer
Because people would use personal accounts, with no safeguards A ban with no alternative drives use underground. An approved tool brings it into the open.
Question 2 of 2
What should the policy say about data?
See the answer
Which data never to enter into an AI tool A clear list of forbidden data prevents the most serious mistakes.
Exercise
Your turn
Write the request that drafts your usage policy: approved tools, banned data, human review, incidents.
Ctrl + Enter to check your request.
Shield
Checklist
- Approved tools, to do
- Data never to enter, to do
- Human review, to do
- Incidents: who to tell, to do
- No personal data in the request, to do
A suggestion
Write the AI usage policy for our 12-person accounting firm, on one page, in plain words. Sections: approved tools and the plan used, data never to enter (client files, accounts, passwords), required human review before anything is sent, and the person to tell in case of an incident or doubt ([LEAD PERSON]).
Each try and each coach feedback counts as 1 message from your daily quota (10 without an account, 100 with an account).
AI answer
You are chatting with an AI. It can make mistakes: check important information.
Coach feedback
End of the lesson
Lesson complete
One page of rules: approved tools, banned data, review, and who to tell.