Checklist · Beginner · 10 min
Assistant use policy for a small team checklist
The rules a small team needs before everyone starts pasting things into assistants.
- ChatGPT
- Claude
- Any assistant
- business
- checklist
Inside this checklist
- Without a short policy, someone will paste a customer list or a contract into a consumer tool. Write the rules once.
- ☐ Which tools are approved and on which plan
- ☐ What must never be pasted: customer personal data, credentials, unreleased financials
- ☐ Whether outputs may be sent to customers without review (no)
- Items
- 8
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