A short story about one rule, with games along the way. Each part unlocks the next.
Narrator: Welcome to Using AI Safely, the first module in our AI at Work series. In the next few minutes you will learn one rule that protects our clients and our company, watch it play out in a real situation, and test yourself. Press next when you are ready.
Flip each card. The second question appears when you flip the first.
Is this tool on our approved list?
Tap to flipThe approved list lives on the company wiki. Claude for Work is on it. The free site Marcus is about to find is not.
Would I be fine with this data leaving the building?
Tap to flipClient names, billing exports, anything tied to a person or account. If you would not email it outside the company, do not paste it.
Two quick questions, one rule: stop and check before you paste.
Narrator: Here is the rule. Before anything goes into an AI tool, ask two questions. One: is the tool on our approved list? Two: would I be comfortable if this data left the building? Client records, billing data, and anything with a name in it only go into approved tools. When in doubt, ask before you paste.
of the prompts our demo team wanted to paste last quarter contained client data. One habit catches all of them. (Example figure for this demo.)
Narrator: Here is why the rule matters. In our example company, one in five prompts people wanted to paste contained client data. One habit catches all of them.
Marcus: Hey Donna, look at this cool thing I just did! I found this free AI site that cleans up spreadsheets. I pasted in our whole client billing export, and it fixed every formula in like ten seconds.
Donna: Wait. You pasted the client billing export? Into a site we have never looked at? Marcus... that data just left the building.
Six quick games. Click anywhere to jump in.
Click the three markers on the photo.
The risks you find will appear here.
Narrator: Take a look at Marcus's desk. Three risks are hiding in plain sight. Click the markers when you spot them.
Make the call on each one. Wrong calls flash red, then you get another shot.
The client billing export
A draft of a public blog post
A customer name and email list
A meeting agenda with no names in it
Narrator: Make the call on each of these. Approved tool, or stop and check first?
Narrator: Marcus just showed you his trick. What you say next shapes what he does next time. Pick your reply.
Drag each item into a bucket. Wrong drops bounce back.
Narrator: Game four. Drag each item where it belongs. Approved tool, stop and check, or ask IT first.
Tap a word, then tap a blank. Or tap the blank first.
Before you anything with client data, check the approved .
Narrator: Game five. Fill in the two missing words. Say the rule back to yourself.
Three choices. Each one changes what happens next.
Narrator: Game six. Friday afternoon. Marcus is about to improvise. Walk him through it, one choice at a time.
Click an answer. Wrong guesses are free, you can try again.
Check the approved tools list, and ask before pasting client data.
Paste it, then delete everything from the site afterward.
Stay away from AI tools, and keep this one quiet.
Narrator: Marcus wanted to save time, and that is a good instinct. But something went wrong. What should Marcus have done before he pasted that data? Pick the best answer.
No wrong answers. Pick the one that fits.
Good pick. Module two starts exactly there.
Narrator: One last thing. Where would AI genuinely save you time this week? There is no wrong answer.
Narrator: Last one. Three quick questions from everything you just did. No notes.
Names, billing exports, contracts, and anything tied to a person or an account.
On the company wiki. Claude for Work is on it today. The list is short on purpose.
Before module two, check at least one:
Narrator: One rule to take with you. Approved tools only, and when client data is involved, stop and check before you paste. That is the whole module. See you in module two, where we will make AI actually useful in your day to day.
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