Building AI-Safe Workflows in Teams

By ElevateCopilot Team10 December 2024

Building AI-Safe Workflows in Teams

How to use Microsoft Copilot responsibly while protecting sensitive company data and maintaining productivity.

## Understanding Data Sensitivity

Before using AI tools, classify your data:

- Public: Safe for any AI tool
- Internal: Use only company-approved AI tools
- Confidential: Avoid AI tools entirely
- Restricted: Never use AI tools

## Best Practices for Teams

### 1. Data Classification
Always check your organization's data classification policy before using AI tools.

### 2. Use Approved Tools
Stick to company-approved AI tools like Microsoft Copilot for Business.

### 3. Review Outputs
Always review AI-generated content before sharing or using it.

### 4. Train Your Team
Ensure everyone understands AI safety guidelines.

## Microsoft Copilot Safety Features

- Data residency controls
- Audit logging
- Content filtering
- User access controls

## Creating Safe Workflows

1. Identify safe use cases - Start with non-sensitive tasks
2. Document processes - Create clear guidelines
3. Monitor usage - Track what's being processed
4. Regular reviews - Update policies as needed

## Common Pitfalls to Avoid

- Don't paste sensitive data into public AI tools
- Don't rely on AI for critical business decisions
- Don't ignore company policies
- Don't skip the review process

Building AI-safe workflows protects your organization while maximizing productivity benefits.