Guided Mission Flow
Follow the path from scenario to Field Guide. No guessing what comes next.
Read the Scenario
Study the Visual
Compare Bad vs Better
Try the Mini Practice
Save to Field Guide
Mission 9
lesson
7 min
Spot tasks and data types where AI use needs approval, caution, or escalation.
1 · Scenario Hook
A coworker says they uploaded a full customer contract into a free AI tool and asked it to explain the risky parts. They may have had good intentions, but that one action could expose confidential information, violate company policy, or create legal and security concerns.
Premium Visual Aid · decision
Slow down when the data or output has higher business risk.
Does this include sensitive, confidential, customer, employee, financial, legal, regulated, or proprietary information?
If yes, use only approved tools and follow company policy.
Will this output affect customers, money, policy, safety, legal exposure, or public trust?
If yes, human review and approval are required.
Am I asking AI to make a final decision?
If yes, stop. AI can assist, but the accountable human or approved process decides.
Knowing what not to do is part of being AI-ready.
2 · Short Lesson
AI should not be used as a shortcut around company policy, privacy, security, legal review, compliance, or professional judgment. Be especially careful with customer records, employee information, financial details, contracts, legal language, regulated information, confidential strategy, passwords, credentials, internal incidents, security issues, and anything not approved for public tools.
3 · Memory Hook
AI is like a powerful copier, translator, and assistant all in one. That is useful, but you would not hand confidential documents to a stranger in a coffee shop and ask them to summarize everything. The tool matters. The data matters. The setting matters.
4 · Weak use
“I will paste the full contract into this free AI tool and ask what the risks are.”
The contract may include confidential or legally sensitive information, and the tool may not be approved for that data.
5 · Better use
“I will check whether we have an approved tool for contract review. If not, I will summarize the general question without sharing confidential details and ask the right internal owner for guidance.”
It protects sensitive information and respects the company review process.
Field Guide Preview
Before sharing customer, employee, financial, legal, regulated, or confidential company information with AI, confirm the tool is approved and the use is allowed.
6 · Try It
Which action is the riskiest?
