Safe & responsible use.

Build a five-line checklist for one AI job from the ways that job actually goes wrong, test it on a flawed output and use it to ask for precise repairs.

Compare Zoom, Google Meet and Teams notetakers row by row, separating what the vendor documents from what your account is actually set to do.

Answer three questions before you draft, pick one of four checking levels, and know the cases where the answer is always the same.

Write each human-only support situation as a trigger, match it to an Intercom Fin rule or guidance entry, and test it before customers meet it.

Draft a clear client-meeting notice, a spoken opening and a workable fallback from facts you have checked, then set who receives the notes.

Write a one-page integration request that separates the job you want done from the access the connector would get, with the gaps left visible.

Ask your team what they use and why, decide one of four things for each tool, and send IT a summary with no names in it.

A four-question screen, the task types where the answer is a standing no, and the narrowing move that turns some of them into a reasonable yes.

Group exact application excerpts under agreed role criteria, then check omissions before a human review.

Keep source material separate from your request, look for text written to steer the AI, and check the answer against the visible facts.

Decide what ChatGPT or Claude may remember, read what it has saved, delete what shouldn't be there and use a memory-off chat for the rest.

Check what your recurring meetings capture, sort each one against your policy, and get the unclear cases decided before the next occurrence.

Check the content, sources, recipients and inherited Drive access before sharing a Gemini-assisted document.

Pull the operative duties out of an AI policy, write three short rules with section numbers, check nothing was lost and get the policy owner's approval.

Give one piece of work its own ChatGPT project, files, instructions and project-only memory, then make sure you actually work inside it.

Build a short, dated note of what you may put into your work AI account, with the person or document that decided each line and the questions that get you there.