Step
Before you type
Ask both questions, then stay off a personal account.
1. Both questions
Before you type or attach anything, ask both questions: Does the assistant need this? Am I allowed to provide it?
2. Work account
Do not put work in a personal account; if you do not have an IT-approved work account yet, stop, use the IT permission request, keep the work on paper or in a local doc, and treat waiting as the correct move.
Step
Use your work account
Sign in only where your company allows it.
Step
What to have open
Four things. Nothing to install.
1. Personalized AI Profile
Your Personalized AI Profile (the file you attach to a chat): Personalized_AI_Profile.txt.
2. Work account
Your IT-approved work account, if you have one. If you do not, skip the product for now.
3. New-hire description
A short new-hire description of your work — your role, your company, your customers, and your week, in words you would say out loud to a new hire.
4. This library
This library, on this device.
Done when
You know which account to use and what to have open before Tuesday.