Free template

[Company name] AI house rules

One page your team will actually read. Copy it, replace the brackets, delete what doesn’t fit, and share it. Review it every quarter.

Fine to do

  • Draft and rewrite your own text (emails, posts, outlines)
  • Brainstorm ideas, names and options
  • Summarize public articles or your own non-sensitive notes
  • Explain a concept or suggest a checklist

Check first

  • Anything a customer will read: a person reviews before it goes out
  • Numbers, quotes, legal or medical statements: verify against a source
  • Using a new AI tool or browser extension: ask [NAME] first
  • Work that will carry our name: proposals, contracts, published content

Never do

  • Paste customer personal data, passwords or payment details into a consumer AI tool
  • Upload contracts, financials or employee records to a tool we have not approved
  • Present AI output as verified fact without checking it
  • Use AI to impersonate a real person or mislead a customer

Questions go to: [NAME, email]

Approved tools: [list your tools]

Last reviewed: [date] · Next review: [date + 3 months]