You set it up
DIY Setup Guide
Step-by-step guide, templates and videos. You set it up yourself.
The policy template with a filled-in sample, the 15-minute training in writing and audio, a staff quiz and sign-off tracker, an incident log, a new-tool checklist, a poster to print and paste-in instructions for six tools, starting with a 15-minute quick start.
$49one time
What's in the guide
Start here
Your rules in place in 15 minutes, and the plan for the week.
PDF
AI Use Policy and approved tools
The policy template with a filled-in sample, and the list of tools your team may use. Opens in Google Docs.
Word · PDF
Staff training and quiz
The 15-minute training in writing and audio, a staff quiz and a sign-off tracker.
Word · PDF · Audio
Everyday checklists
An incident log, a new-tool checklist and a poster of what never gets pasted.
Word · PDF
AI-ready policy file
Your policy and tools list as one file AI tools read well.
AI-ready Markdown
Paste-in instructions and builder prompts
Instructions for six tools, and prompts that help you write your own rules.
Text to paste
See all 17 files
15-minute quick start (PDF)
Rules in front of your team today: what to print, fill in and send, in order.
AI Use Policy template (Word + PDF)
A filled-in sample policy for a small business, then the blank version to make yours. Opens in Google Docs.
15-minute staff training (PDF)
Five rules and five real situations, with what to do in each, for every employee.
Staff training audio (Audio (MP3))
The same training read aloud, for people who'd rather listen.
Staff quiz and sign-off tracker (Word + PDF)
A 10-question quiz with the answer key, what to do with each score, and a tracker of who has trained, passed and signed.
AI incident log (Word + PDF)
What counts as an AI incident, what to do the same day, and a log of what happened and what changed.
New-tool approval checklist (Word + PDF)
Ten checks to run before anyone uses a new AI tool or feature for work, with a sample decision.
Never-paste poster (PDF)
One page to print yourself: what never goes into an AI tool, and what AI is fine for.
Approved tools list (Word + PDF)
The AI tools your team may use, for what, and with which account, with a filled-in sample.
AI-ready policy and tools list (Markdown)
Your policy and tools list as Markdown, so your team's AI assistant can answer "am I allowed to...?" questions.
Builder prompts (Text)
Prompts that interview you and write your policy, check a new tool's terms, and write training scenarios.
ChatGPT project instructions (Text)
What to paste into a ChatGPT project, and which files to add.
Custom GPT instructions (Text)
Instructions, knowledge files and conversation starters for a custom GPT.
Gemini Gem instructions (Text)
What to paste into a Gemini Gem, and which files to add.
Microsoft Copilot instructions (Text)
What to paste into a Microsoft 365 Copilot agent, with its knowledge files.
Website chat instructions (Text)
Rules for your website chat assistant, written for customers.
Phone bot instructions (Text)
A greeting and spoken rules for your phone answering app.
Plus 15 narrated videos, 17 min in all: 3 quick starts, an 8 min full walkthrough with chapters and 11 "How do I" clips. See the videos
What you still do yourself
- Fill in the policy template for your business
- Choose your approved tools and fill in the list
- Run the 15-minute training and the quiz with your team
- Collect sign-offs and keep the tracker current
Download right after checkout, and any time later from the link in your email. Start with the 15-minute quick start; the workbooks and templates come with filled-in examples. If a file won't open or something's missing, tell us within 30 days and we fix it or refund you.
Upgrade later: the $49 comes off Done-For-You Setup within 60 days.
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