Who this is for
A company rolling out an internal AI assistant for knowledge search, draft writing, and support documentation.
Worked example
Internal Copilot Inventory Example
An AI inventory example for teams mapping where internal copilots touch documents, customer notes, policies, and employee workflows.
Signals to check
- Employees may paste sensitive business content into prompts.
- The tool summarizes policy or customer information.
- Different teams use the same tool for different risk levels.
Best tool path
Step-by-step workflow
- List the departments, data types, and approved use cases.
- Separate low-risk drafting from sensitive customer or HR use cases.
- Create an inventory entry with owner, review cadence, and restrictions.
- Publish a short internal policy explaining what staff may and may not paste into the tool.
Useful outputs include a saved classification, an owner, an evidence list, a disclosure draft, and a date for the next review. The useful result is not just a score or file; it is a small record that explains what was checked, what changed, and what should be reviewed next.
Before you start
After the output
Known limitation
The tools are self-assessment aids. A higher-stakes launch still needs internal sign-off and, where appropriate, professional legal review. Keep an editable copy and re-run the workflow when the destination requirement or policy changes.