AI use policy
How we use AI tools at [BUSINESS NAME]
1. What this covers
This is the rule for using AI tools for work at [BUSINESS NAME]. An AI tool here means a chat assistant, an image tool, or a writing add-on inside something we already use. It covers everyone who works here, including contractors and anyone helping on a job, whether the tool is on a work device or a personal one.
2. What we use it for
First drafts of writing and admin: replies, quotes, listings, job adverts, social posts, internal notes and checklists. Nothing outside that list is approved. If a job needs something else, ask before you use a tool for it.
3. What it never decides
No AI tool makes a final decision about a customer, a price, a refund, a credit note, a hire, a disciplinary matter, a health concern or a safety concern. A tool can draft the words around a decision. The decision is made by a person, and that person's name goes on it.
4. What never goes into a tool
The facts of the job with names, addresses and contact details removed: the shape of the problem, not the person.
Never paste any of the following, whatever the tool promises about privacy:
- Names, addresses, phone numbers, email addresses or photographs of customers or staff.
- Card, bank or account details, invoices, payroll, tax records or anything a finance person would recognise.
- Access codes, alarm codes, key safe numbers, passwords or gate codes.
- Medical details, prescriptions, diagnoses, care notes or anything about a child or a vulnerable adult.
- Identity documents, contracts under negotiation, insurance claims or anything marked confidential.
- Another business's information, including a supplier's prices or a client's plans.
If you are not sure whether something counts, treat it as if it does. Write the situation out in your own words instead.
5. The rules for the writing itself
- Use only the facts we supply. If a fact is missing, the draft says it is missing.
- Never invent a price, a time, a date, an availability, a name, a qualification, a guarantee or a delivery date.
- No free item, refund, discount, credit or compensation appears in a draft unless the owner has approved that exact offer.
- No admission of liability, no blaming a named person, and no claim we cannot evidence.
- Anything a tool writes is a draft. It is read, corrected and owned by the person who sends it.
6. Who checks it
The owner reads anything that will reach a customer, a staff member or the public before it is sent. The check is against the facts, not against how good the writing sounds: the price, the time, the promise and the name.
7. What we keep
The sent version is the record. It is kept with the job, the booking or the customer file, and the draft is not.
8. If something goes wrong
If a draft contains a wrong price, a promise we cannot keep, a detail about a real person, or something that reads as an admission, stop. Do not send a correction on your own. Tell [OWNER NAME] the same day, with the draft and where it went.
9. What this policy is not
It is not legal advice, and it does not claim to meet any particular standard or regulation. Employment, data protection and trade-specific rules vary by place and by work. [BUSINESS NAME] checks those separately with its own adviser, and this page does not override them.
10. Review
Reviewed [DATE]. Next review [DATE], or sooner if the tools change, a new person starts, or something goes wrong.
Written with the free policy builder at seconddraft.dev/tools/ai-policy. Adapt it to your business; it is a starting point, not a legal document.