Tell us how your team works.

1. 01What’s the company called?It goes at the top of the policy.
2. 02How many people work there?

   1–9 people10–24 people25–50 peopleMore than 50
3. 03What industry are you in?

   It sets which tools move to “Not for company data”.

   Software / SaaSAgency or consultancyLegal, accounting or financeHealthcareEducationRetail or e-commerceConstruction, trades or manufacturingNonprofitSomething else
4. 04Which AI tools is the team already using?

   Pick every one you know about. None is a fine answer.

   ChatGPTClaudeGeminiMicrosoft 365 CopilotGitHub CopilotCursorPerplexityGrammarlyNotion AIOtter or another meeting notetakerCanva AIMidjourney
5. 05What kinds of data does the team handle?

   Pick at least one.

   Customer personal dataEmployee recordsFinancial or payment dataHealth informationClient contracts and confidential filesSource codeStudent recordsOnly public or marketing content
6. 06Who says yes to a new tool?

   The ownerOps or office managerIT (in-house or outsourced)Each team leadNobody yet
7. 07Where are you and your customers?

   United StatesUnited States, with California staff or customersEU or UKCanadaAustralia or New ZealandSomewhere else
8. 08How should the policy sound?

   Plain and friendlyFirm and formalCasual, like a note from the owner

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