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Technology & AI for Business

Your team is probably already using AI. The question is whether they know your rules.

Staff draft emails, summarise documents and answer customers with AI tools, often on personal accounts, often quietly. A silent business is not a safe business. This session is for the owner or manager who wants a short, clear rule that people can follow, without banning something useful or drowning the team in a policy nobody reads.

A shop owner and practitioner check a digital draft against real order details.
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A rule people can follow beats a ban people work around.

If there is no guidance, each person decides for themselves. One pastes a customer's complaint with a phone number into a public tool. Another sends a quotation drafted by AI without reading the figures. A third is unsure whether they are even allowed to use it and says nothing. The owner finds out when something goes wrong.

A short rule fixes most of this. It says what information stays out, which tools are for business use, what must be read by a human before it leaves, and who to ask. It is not a legal document. It is a few lines that a new joiner can understand on day one. Where a rule touches personal data or contracts, it should be checked with a professional.

What the session covers

34 topics across 7 areas. Seven parts, ending with each participant's own draft.

Where AI Is Already UsedAsk, without blame.5
  • Writing, translation, summarising and spreadsheet help
  • Customer replies and social media posts
  • Personal accounts versus accounts the business controls
  • Features switched on inside tools you already use
  • What people would like to use it for

Start the conversation as curiosity, not an investigation, or people will simply stop telling you.

Sorting Your InformationThree buckets are enough.5
  • Never in a tool: customer personal data, passwords, unpublished financials, contracts under confidentiality
  • Only with approved tools or after removing names and numbers
  • Fine: public information, general questions, your own published text
  • Where staff's own and colleagues' details fall
  • What to do with documents from clients who have their own rules
Choosing Tools and AccountsDecide once, in writing.5

We do not recommend any product. The point is the habit of choosing deliberately, whatever you choose.

  • Which tools may be used for business work, if any
  • Business accounts rather than personal ones
  • Reading what a tool says about how it uses what you enter, and the settings available
  • Who approves a new tool, and how quickly
  • Free versus paid versions and what that changes about data handling
Human Checking, by RiskThe more it matters, the more careful the check.5
  • Low risk: internal notes, brainstorming, a light read-through
  • Medium risk: customer messages and marketing, read by a person before sending
  • High risk: prices, legal, tax, health or compliance content, checked by someone who knows
  • Facts, numbers, names and references verified against a source
  • Who is accountable for what goes out under the business name

AI output can be fluent and wrong. The person who sends it is responsible for it.

Customers, Honesty and CreditDo not hide it, do not overclaim it.4
  • When to tell customers an AI tool was involved, for example in a chatbot
  • Not presenting machine-written advice as professional advice
  • Images, text and music: checking you are allowed to use what is produced
  • Not impersonating real people or inventing testimonials
Making It StickA rule nobody remembers is not a rule.5
  • One page, plain words, examples from your business
  • Explaining it at a team meeting and again for new joiners
  • A named person to ask when it is unclear
  • A friendly way to report a mistake, without punishment for honesty
  • A review date every few months
When the Rule Is Broken or Needs to ChangeExpect both.5
  • What to do if confidential information went into a tool
  • Adjusting the rule when staff find a genuinely better use
  • New tools, new features and changing terms
  • Checking the rule against any client or industry requirements
  • Asking a lawyer to look at it once, if the stakes justify it

What participants leave with

  • A first draft of their own one-page AI rule
  • A three-bucket sheet for sorting information
  • A human-check table matching kinds of output to levels of checking
  • A short script for explaining the rule to the team
  • A date in the diary to review it

What this session is not

  • A legal template, or a contract clause library
  • A list of recommended or banned products
  • A technical course on how AI models work
  • A promise that a written rule prevents every mistake

How the session runs

A practitioner who manages a team shows how a short rule is written and what a good one looks like, with a few hypothetical examples. Participants list how AI is or could be used in their own business, sort their information into the three buckets, and draft the rule in the room. Pairs read each other's drafts and point out anything a new joiner would find unclear. No participant's confidential material is needed.

What your students leave with

  • An honest picture of where AI is already being used in their team
  • A simple sort of information into what may never, sometimes and always go into a tool
  • A written, one-page AI rule they have drafted for their own business
  • Clear levels of human checking for different kinds of output
  • A decision on which tools and accounts are used for business work
  • A date to review the rule, since tools and laws change

Scheduled sessions

Nothing scheduled yet

Sessions are arranged with a college once a date is agreed. Ask us and we will find the right person for it.

A student rather than a college? See what is coming up, or ask your placement team to host this.

One page, plain words, and a person to ask.

Tell us who your students are and what stage they are at. Sessions are free for participants.