The Small Business AI Policy: One Page Your Team Will Actually Follow
Your team is already using AI, with or without a policy. A one-page set of rules keeps customer data safe and quality high, without banning anything useful.
By InnoStak Team
Series · Part 2 of 2Use AI Safely
- 1. Approvals First: How to Let AI Act Without Losing Control
- 2. The Small Business AI Policy: One Page Your Team Will Actually Follow
Your team is already using AI to write emails and summarize documents, whether you've said anything or not. A 40-page policy won't get read. One page will.
This is a practical starting point, not legal advice. If you handle health, financial or children's data, or work in a regulated industry, have a professional review it.
The one-page policy
1. What's encouraged. Drafting, rewriting, summarizing, brainstorming, research with sources, and turning notes into lists.
2. What never goes into AI tools:
- Customer payment info, Social Security numbers, bank or card numbers
- Passwords or login codes
- Anything a customer asked us to keep private
- Employee personal, health or pay information
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Still to come in this article
- How to roll it out
- Why "check before it goes out" matters most
- Before you call it done
- Every article, in full
- Free AI courses with your guide
- Skills & prompts to copy
- Save what you like for later