AI Playbook
A single standard for how your company uses AI
The AI Playbook is your company's operating manual for AI — what's allowed, who decides, how data is handled, and how teams actually use it day to day.
What it is
What is an AI Playbook?
A living document — not a policy PDF that nobody reads. It defines tools, rules, and patterns for AI use across your company, written for the people who actually do the work.
It sits next to your employee handbook and is updated as your stack, team, and risk profile evolve.
Why it matters
Why every SaaS company needs one
- Replace shadow-AI with sanctioned, repeatable patterns.
- Move faster because rules are explicit, not implied.
- Pass security and procurement reviews with confidence.
- Onboard new hires into your AI culture, not just your tools.
What it includes
AI decision tree
Terms and taxonomy
Approved AI tools
Data classification
Sanitization rules
Human verification rules
Prompt templates
Department use cases
Anti-patterns
Incident response
Company-specific AI culture rules
Data handling rules
- Classify data into Public, Internal, Confidential, Restricted
- Map each class to allowed and blocked AI tools
- Define sanitization steps before any prompt leaves your workspace
- Log prompts containing Confidential or Restricted data
Human verification
- AI output is always a draft, never a final action
- Define which actions require a human approver
- Cross-check critical answers against the source document
- Treat AI summaries as input to a decision, not the decision
Prompt templates
A library of role-tested prompts, versioned with your Playbook.
Customer reply assistant
Draft a reply to <customer>. Tone: <tone>. Reference past tickets. Do not promise refunds.
RFP / proposal helper
Summarize this RFP into requirements, risks, and questions to clarify.
Hiring scorecard summary
Summarize the interview notes against this rubric. Flag missing evidence.
Incident response
Clear playbook entries for the moments that matter.
- Suspected data leak: pause the workflow, rotate keys, contact security lead
- Hallucinated output that reached a customer: pull, correct, root-cause
- Unapproved tool usage: educate the user, document, update Playbook if needed
See a sample Playbook
Get a redacted sample tailored to a SaaS company of your size.
Request a Playbook Demo