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Documents guides and templates

Below are various documents and templates you can download, edit, and use within your organisation. These are examples only, to get you started, and we do not guarantee they are complete or correct - but we think they will give you a good head start!

And of course, if you would like some expert guidance from us to help you with any aspect of AI in your organisation, please contact us here.  We can help with specific issues, or get you from nothing to a working set of assistants, tailored to you, in as little as ten days.

Examples of where AI will help across your various departments

This cheatsheet will provide you with ideas where smartAI can make your staff so much more productive, with tips and tricks in areas such as Education & CPD, Policy and advice and much more.

Download the cheat sheet (pdf)

AI - safely helping you be more productive at work

This guide will help you understand how to use AI safely and effectively in the workplace (3 min read).

Download the guide (pdf)

Build better AI assistants

Struggling to make your AI assistants consistently excellent, or even useful at all?  This guide will help you optimise what you have and build better AI assistants in future (10 min read).

Download the AI tips guide (pdf)

50 of our most-used smartAI assistants

A list of the 50 most popular AI assistants and what they do - choose what you need for your organisation and we'll help you get started straight away

List the 50 most popular smartAI assistants

Your smartAI roadmap - making practical AI work for you

A guide to planning, creating, and implementing practical and safe AI assistants in your organisation (10 min read).

Get your AI roadmap here (pdf)

Using AI - a summary for your staff

A summary for your staff about how your organisation wants to use AI, and guidelines for safe and effective use (7 min read).

Download the staff policy summary (pdf)

Your editable company AI policy

A full AI-use policy for your organisation to edit and rebrand (15 min read).

Download the AI policy template (pdf)

AI Pre-adoption survey for staff

A brief survey that you can send to staff to assess their levels of readiness for AI.  This will enable you to adapt your AI implementation plan to meet specific needs of the various user communities in your organisation (2 min read).

Download the AI pre-adoption survey (pdf)

AI Mid-adoption survey for staff

A brief survey that you can send to staff to assess their levels of comfort once they have been using AI for a while.  This will enable you to focus training on, or redesign of existing AI assistants to address particular issues or great ideas raised by various user communities in your organisation (2 min read).

Download the AI mid-adoption survey (pdf)

AI Post-adoption survey for staff

A brief survey that you can send to staff to assess their levels of comfort once they have been using AI for three to six months.  This will enable you to plan further phases of your AI programme, add new features or functions, as well as focus training on, or redesign of, existing AI assistants to address particular issues or great ideas. (2 min read).

Download the AI post-adoption survey (pdf)