Northwind Labs
Approved path
You asked: Chat with company AI
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ROUTE · AI
Chat with company AI
General AI chat for allowed data classes
Restricted
Public ✓Internal ✓Personal ✗Customer ✗Enterprise accountHuman review
- 1Open Copilot with company account
- 2Stay within allowed data classes
- 3Do not paste customer secrets
Restrictions: Public + internal only; no personal/customer PII
Non-AI alternative: Ask a colleague or use the source document
ROUTE · AI
Summarize research interviews
Summarize interview notes or transcripts with company AI
Restricted
Public ✓Internal ✓Personal ✗Customer ✗Enterprise accountHuman review
- 1Open Word or Teams with company account
- 2Invoke Copilot on the internal document
- 3Review for invented facts before sharing
Approved prompt: Summarize this internal document for [audience]; do not invent facts; list open questions separately
Restrictions: No customer PII; enterprise account required
Non-AI alternative: Write the summary yourself in Word
ROUTE · AI
Draft internal email
Draft internal messages with approved AI
Restricted
Public ✓Internal ✓Personal ✗Customer ✗Enterprise accountHuman review
- 1Open Outlook
- 2Draft with Copilot
- 3Review tone and facts
Approved prompt: Draft a concise internal update about [topic]
Restrictions: Internal recipients only for auto-drafts
Non-AI alternative: Write the email yourself
ROUTE · FORMS
Build a survey
Create a customer or employee survey form
Approved
Public ✓Internal ✓Personal cautionCustomer ✗
- 1Create form
- 2Use company template
- 3Share link
Template: NPS template in Typeform workspace
ROUTE · COMMS
Record a sales call
Record and transcribe a customer or sales conversation
Approved
Public ✗Internal ✓Personal ✗Customer cautionEnterprise account
- 1Sign in with company SSO
- 2Start recording or connect Zoom
- 3Attach transcript link in HubSpot
Template: Sales call notes template in HubSpot
Restrictions: Only enterprise workspace
Prohibited
ChatGPT Consumer
matches this job but is not allowed.
Use instead: Microsoft 365 Copilot.
Prohibited
Prohibited
ChatGPT Consumer
matches this job but is not allowed.
Use instead: Microsoft 365 Copilot.
Consumer AI is prohibited for company data