Make your AI use visible.

You identified 7 areas to follow up. Start with the actions below, assign an owner and keep the supporting record.

Prepared for

Meridian Creative · Fictional example

Coordinator

Operations lead

Your next actions

1. AI tools & accounts

   List tools, account types and uses with staff and freelancers.

   Keep as evidence · A tool list showing the purpose, account type and person using it.

   Done when · One team has checked the list and named anything still unknown.

   OwnerReview date

2. Built-in AI assistants

   List the built-in assistants that are switched on, who can use them and which files, mail and chats each can reach.

   Keep as evidence · A record of which assistants are switched on, who can use them and which files, mail and chats each can reach.

   Done when · An owner has confirmed the settings and access for each assistant.

   OwnerReview date

3. Contractors & personal accounts

   Include contractors and personal accounts in a no-blame disclosure round.

   Keep as evidence · A disclosure record covering freelancers, embedded AI and personal accounts.

   Done when · Everyone in the chosen scope has responded, or missing responses are recorded.

   OwnerReview date

Your answers, recorded

• AI tools & accountsPartly
• Built-in AI assistantsPartly
• Contractors & personal accountsUnknown
• Client & sensitive informationNo
• Vendor terms & settingsPartly
• Connected access & agentsUnknown
• Working rulesYes
• Human reviewYes
• Supporting recordsPartly