No-gate resource

Small Business AI Safety Checklist

A practical starting checklist for owners who want AI to help the business without losing track of data handling, staff behavior, tool settings, and review responsibilities.

Downloadable No email gate Owner-ready

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Quick owner review

Use this before AI spreads

If several items are unclear, the safest first step is usually an AI Security Overview or AI Safety Training session before wider rollout.

AI Tool Use

List which AI tools employees are allowed to use.
Name who owns approval for new AI tools or features.
Decide which tasks are safe for AI drafting, summarizing, or brainstorming.
Identify workflows where AI should not be used without review.

Sensitive Data

Define what customer, employee, financial, legal, and internal data must stay out of unapproved AI tools.
Give staff examples of what not to paste into AI prompts.
Check whether meeting, email, document, or browser AI features retain or train on submitted content.
Create a simple rule for anonymizing or removing private details.

Staff Training

Train staff to verify AI output before sending, filing, billing, or advising.
Show examples of hallucinations, fake sources, and overconfident drafts.
Teach employees when to stop and ask a person before using AI.
Pair AI training with email, phishing, MFA, password, and browser habits.

Security Controls

Use company-owned accounts for approved business AI tools.
Review admin ownership, recovery options, MFA, and payment access.
Document tool settings, sharing defaults, retention options, and vendor terms.
Keep a short owner-ready record of approved tools, rules, and review dates.

Not sure where to start?

Want help turning the checklist into an actual rollout?

Bring the unclear items, current AI tools, or staff questions. The next step can be a focused overview, staff training, or a secure rollout plan.

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