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The Team's One-Page AI Policy

The office manager is holding a client's lease and asks whether it can go into Claude. The owner says "probably." Nobody can point to a page, though the audit sheet, the connector inventory and the vault each hold a piece of one.

By the end of this lesson

  • You write the team's AI policy on one page from the sheets it already keeps.
  • You match each of the four data classes to the furthest tool it can go to.
  • You name which work carries a disclosure line and which gets a human check.
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