First, a quick checklist (about 2-3 minutes): AI tools people use directly (like ChatGPT or Claude), AI features already built into apps you pay for (like Salesforce or Microsoft 365), and any custom systems your team may have built. Most businesses find more than they expected.
Then we'll ask which one concerns you most, and walk through it with you (about 15 minutes): what it can see, what it can do, what happens if it's wrong, and what's stopping that from turning into a real problem. You'll come out the other end with a decision, not just a list.
Don't know an answer? That's normal, not a failure — we'll tell you exactly who to ask and what to say.
Check anything anyone uses — including tools people signed up for on their own, not just ones the business officially bought.
This is the part most businesses miss. A lot of software you already pay for has quietly added AI features — check the ones you use, and we'll ask what's turned on.
This means something built in-house — a chatbot, an automated workflow, a script that calls Claude or OpenAI, that kind of thing. Most small businesses have none. Some have several.
Pick one. We'll walk through it in detail — what it can see, what it can do, what happens if it's wrong, and what's protecting you today. You can come back and do this for the others later.
Check everything that's actually true today — not what you're planning to add.
Optional, anonymous, and helps us improve this. No email, no account.
Thanks — that helps.
This walkthrough is one system. The full written workflow covers the same decisions in more depth, for every use case you have.
This list only exists in your browser until you download or share it — we never see what you typed. We do log anonymous, content-free usage counts (like how many people reach this screen) to improve the tool.
This checklist is the first step. The full written workflow walks you through deciding what each of these AI tools should actually be allowed to do, and how to check that it's working.