Inbox and document drafting
Turn rough notes into first drafts, meeting summaries, supplier replies and internal updates while keeping a human owner on every send.
Teach the team what AI can touch, and what it must not
Practical training for small teams using ChatGPT, Microsoft Copilot and Claude: approved use cases, review gates, M365 guardrails and a short policy people can follow.
Start with low-risk work people already understand
The training starts with useful daily tasks, then adds boundaries around data, review and final decisions.
Policy and process clean-up
Convert existing procedures into clearer checklists, onboarding notes and support scripts without inventing decisions the business has not made.
Spreadsheet and research assistance
Use AI for first-pass categorisation, comparison tables and research notes, with source checks and limits around private data.
The blocked list matters as much as the allowed list
Small teams need plain rules for sensitive work, production changes and decisions that carry legal, financial or security impact.
- Sending customer, employee or supplier data into tools without approval.
- Letting AI answer legal, HR, finance or security questions without owner review.
- Copying generated PowerShell, Excel formulas or policy text into production without testing.
Every AI-assisted output keeps a human owner
Review gates keep AI useful without letting it become an invisible decision maker inside the business.
- Name the owner before using AI for business-facing output.
- Keep source material, prompt intent and final decision separate.
- Require a second human review for customers, contracts, HR, finance and security.
Copilot only works safely when permissions are tidy
Draft, summarise, plan
No secrets or customer records
Human signs off
Rule kept with output
- Check Microsoft 365 sharing before Copilot touches live business content.
- Separate public prompts from internal data, credentials and customer records.
- Use Conditional Access, MFA and device trust before expanding AI tool access.
Short workshop, practical examples, written rules
The engagement is built for owner-led and manager-led teams that need useful training without weeks of workshops.
Step 1
Discovery
Map the tools in use, the risky data, the daily workflows and the people who approve changes.
Step 2
Workshop
Run practical exercises in ChatGPT, Copilot and Claude against safe sample work from the business.
Step 3
Policy
Leave a short policy, use-case list, risky-task list and review gate model the team can keep using.
Send the tools your team already uses and the risk you are worried about
I will reply with a sensible training shape, the guardrails to check first and the level of Microsoft 365 clean-up needed before wider AI rollout.