Roll out AI across a team without creating risk

The steps, in order

1. 1

   Publish the rules before the tools

   Name the data that must never be pasted anywhere, and the approved list with owners.

   Task guide: Set the rules for AI use at work
2. 2

   Pick one department and one process

   Pilots fail when they are company-wide. Depth beats breadth for the first 60 days.
3. 3

   Automate the process end to end

   Trigger, steps, failure alerts and a named owner for when it breaks.

   Use ZapierTask guide: Connect two apps so data flows
4. 4

   Make search work

   One place to find the answer, with permissions inherited from the source tools.

   Use GleanTask guide: Find an answer buried in company files
5. 5

   Train everyone, in short modules

   Twenty minutes per role, refreshed quarterly as tools change.

   Use SynthesiaTask guide: Turn a document into a training video
6. 6

   Report the number that matters

   Hours returned per team, incidents, and tool spend per head.

   Use MotionTask guide: Plan the week and protect focus time