AI Usage Rules Board for Beginners: Allowed Tasks, Data You Must Not Enter, and How to Check

Team & People

AI Usage Rules Board for Beginners: Allowed Tasks, Data You Must Not Enter, and How to Check

This beginner AI usage rules template helps a workplace writing its first generative AI rules put four items on one page — allowed tasks, off-limits data, how to check results, and who to ask. The whiteboard holds the rule skeleton, examples sorted into allowed, conditional, and not-allowed, a 5-step flow for writing the rule, the review schedule and owner, a 5x3 table of rule items, and how to announce it. The task board has four columns from fact-finding to decided and shared, with four parent tasks - checking usage, checking the service, drafting the rules, and deciding and sharing - and three subtasks each, 16 cards total, all starting in the first column. Checking the service's terms is one of the steps, and the rules stay at a level a workplace can actually follow. This page turns having no rules, or everyone using AI their own way, into one clear rule.

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AI usage rules generative AI company rules data handling beginner-friendly
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1. The One-Page Rule Skeleton (fill t... 2. Examples of Allowed Tasks 3. Examples of Conditional Tasks 4. Examples of Off-Limits Tasks 5. The 5 Steps to Build the Rules (fo... 6. Review Schedule and Owner (always ... 7. Rule Items (fill all 5 rows and yo... 8. What to Cover in the Briefing 9. Keep It Somewhere Always Readable 10. Where to Ask When Stuck AI Usage Rules Bo... How to use: (1) C... Allowed & dec... Rules & steps Not allowed / banned Insights & re... Allowed taskse.g. drafting internal memos, summarizing public materials, brainstorming ideasStart with work that only uses information that is already public Off-limits datae.g. customer names and contacts, unpublished proposals or quotes, materials received from other companiesEven with names removed, never enter another person's personal data How to check resultse.g. Never use AI-written text as is. Have a person verify facts, numbers, and sources against the original material Who to ask when unsuree.g. Owner: ____ / Contact: ____When unsure, ask before you use it. Never blame someone for asking e.g. drafting internal emails and notices e.g. shortening a public catalog to its key points Keep to work that only needs information that is already public e.g. drafting a message to a customer (a manager checks it before sending) e.g. summarizing a report with numbers (check the numbers against the source) e.g. summarizing internal meeting minutes (skip it when the minutes hold confidential data or names) Always add the one condition that must be met e.g. handling inquiries that include a customer's personal data e.g. drafting an unpublished quote or contract e.g. deciding a hiring result or a performance review Step 1Learn current usageAsk who uses it for which task and what they struggle with, then write down the tasks in scope. Step 2Read the service termsCheck whether business use is allowed and how input is handled (training use, retention period) from the terms and the provider's own explanation. Step 3Draft the rulesFill in the four skeleton items (board 1) as a draft that fits on one page. Step 4Collect feedback and reviseHave people on the ground read it and fix anything they cannot really follow or that is unclear. Step 5Decide and tell everyoneGet approval, set a start date, and announce it. Share where it is posted and who to ask at the same time. Review cycle and ownere.g. Review once every 3 monthsOwner: ____ / Next review: __/__ Conditions for an early reviewe.g. When the service's spec or terms changee.g. When questions about uncovered use cases keep coming up What to check at reviewe.g. Any tasks to add to or remove from the three groupse.g. Any rule not being followed, and why Rule How to write it Handling exceptions Allowed tasks Sort tasks into 3 groups e.g. drafting and summarizing are allowed Discuss and add a new task if needed Off-limits data List the off-limits data e.g. personal data, unpublished materials Never enter it, even with names removed Checking results Have a person check it before using it e.g. verify numbers and sources A manager also checks anything sent outside the company Keeping a record Keep a record of the work you did e.g. date, task, service used For draft-only days, log them together at month end Who to ask Set one place to ask questions e.g. Owner: ____ / Contact: ____ Also decide a backup contact for when they are away e.g. hold one 30-minute session per department Show real examples of allowed and off-limits work Take questions on the spot and fold them into the rules later Hand out the material to anyone who could not attend e.g. post it as one page in a prominent spot on the company intranet e.g. print it and post it by the entrance Always show the version and update date, and retire old versions Give a copy to every new hire too e.g. Contact: ____ / Hours: ____ Collect hard cases for the next review Never blame anyone for asking Also say roughly how long a reply takes
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Task board contents

Fact-Finding 16 items

Learn Current Usage
Check the Services
Draft the Rules
Decide and Announce
Ask Current Users
List the Concerns
Narrow the Scope
Read the Terms
Check Data Handling
Choose the Services
Sort Into 3 Groups
List Banned Data
Write Check Rules
Collect Feedback
Approve and Post
Set Review Date

Drafting 0 items

Getting Feedback 0 items

Decided & Shared 0 items

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