Responsible use of AICourse 01 · 4 weeks · 10 hours

Check the answer.Keep privatethings private.

Four weeks for anyone who has started using AI at work, or is about to. What it is good at, how to catch it when it is wrong, what never goes in the box, and how to point it at the inbox they already live in.

Four modules

What is in it.

01

Getting a useful answer

What it is good at, and what it is not

02

Checking it before you send it

Catching a confident wrong answer

03

What never goes in the box

Names, records, payroll, contracts

04

Connecting it to your inbox

Claude or Copilot, Gmail or Outlook

The ones you already pay forThe tools

Claude or Copilot,Gmail or Outlook.

Whichever your company already licenses. The habits are the same either way, and your team learns them on their own account.

The assistant, connected to the inbox your team already usesOn the left, the assistant: Claude, or Microsoft 365 Copilot. On the right, the inbox: Gmail or Outlook. An arrow runs from one to the other, and the assistant reads only what it is pointed at and drafts what it is asked for. A person still sends it.YOUR ASSISTANTClaudeMicrosoft 365 CopilotREADS WHAT YOU POINT IT ATa person still presses sendYOUR INBOXGmailOutlookSOUNDS LIKE“Find the quote we sent Northwind in March”“Draft the reply — you are the one who sends it”“What did they actually ask for?”
Before you send itThe check

A confident answeris not a correct one.

Three questions, in this order. Any no and you ask again with the file attached — which is the move most people never learn.

Three questions to ask an answer before you send itAn answer passes three gates before it is sent: can you open what it points at, is the number in your own file, and would you put your name on it. Any no sends it back to be asked again with the file attached. Only an answer through all three reaches the send box.An answeron the screen01Can you open whatit points at?YES02Is the number inyour own file?YES03Would you putyour name on it?YESSend ityou, not itANY NO → ASK AGAIN, WITH THE FILE ATTACHEDThe only box the three questions let you reach
What never goes in the boxThe line

Describe it.Don’t paste it.

Names, records, payroll and signed contracts stay out. Nearly everything else is fine, and the swap costs a second.

The test, at the moment you are about to paste

Fine

  • A public spec sheet
  • Your own draft, before it goes out
  • A policy anyone in the building can read
  • Numbers with the names taken out

Never

  • A customer's name, address or file number
  • A payroll line
  • A contract you were not cleared to share
  • Anything out of a health or HR record

The swap

When the answer is never

Describe it, don’t paste it. “A customer in Ontario, two invoices overdue” does the same work as their name.

Four weeksWhat it takes

Ten hours,and a page they keep.

Short modules watched when it suits, one live hour on your own tools, and a page your team writes at the end.

What the four weeks containTen hours of modules run across all four weeks, practical do-it checks start in week one, a one-hour live hands-on session lands in week two, and the team writes its own one-page rule sheet in week four.WEEK 1WEEK 2WEEK 3WEEK 4Four modules10 h, watched when it suitsLive session1 h, hands-on, on your own toolsDo-it checkspractical, not examsYour one-page rule sheetwritten by your team, in their wordsTHE PAGE THEY KEEPLEGENDWatched or attended on your team’s own scheduleThe deliverable — the page a new hire can read
Questions

Asked beforeevery cohort.

No. Week one starts from what it is and what it is not. If half the room already uses it daily they still get the checks, which is the part almost nobody has.

Train the people you already have

Book a call.

Start with the map of your organization, or with the one job that hurts. Measured in hours and money, and everything we build stays yours.

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