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How do I fill in the policy template?

Read the sample, then make each section yours.

Narrated video with captions, 37 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: Your policy template has Brightline's filled in sample first, then a blank version to make yours.

    Your policy template has Brightline's filled in sample first, then a blank version to make yours.

  2. Step 2: Fill in each box. Say what AI helps with in your business, what never goes in, and who approves a new tool. Delete anything that doesn't apply.

    Fill in each box. Say what AI helps with in your business, what never goes in, and who approves a new tool. Delete anything that doesn't apply.

  3. Step 3: Then add what needs a person, who to ask about AI, and an effective date with a review date six months later.

    Then add what needs a person, who to ask about AI, and an effective date with a review date six months later.

  4. Step 4: If you handle health, legal or financial records, have your compliance lead or advisor review it before you adopt it. These are workplace rules, not legal advice.

    If you handle health, legal or financial records, have your compliance lead or advisor review it before you adopt it. These are workplace rules, not legal advice.

Get the Safe AI Kit

Clear AI rules your whole team can follow. Every Kit and Install comes with these videos, and an Install adds a walkthrough made from your own setup.

See the Safe AI KitAll guides