Fictional example · Fernhill Wholesale, a fictional wholesaler of kitchen and catering supplies with 18 staff
Weekly stock summary
Every Friday the operations coordinator pastes the week’s stock counts and supplier delivery dates into the company’s approved AI assistant. It drafts a one-page summary of low stock, late deliveries and reorder suggestions for the Monday team meeting.
- Tool
- The company’s approved AI assistant, business account
- Information used
- Product codes, stock counts and supplier delivery dates. No customer names, contact details or payment information.
- Human review
- The operations manager checks the totals against the stock system before the summary is shared.
- Decision
- Approved with conditions. Reason: the inputs are internal stock figures, and every summary is checked before anyone acts on it.
- Owner
- Operations manager, for the record and every action
Actions
- Confirm in the account settings that uploaded files are not kept or used for training
- Add one line to the team rules: no customer names or payment details in stock prompts
- Check one summary a month against the stock system and note any differences