The AI-Ready Office Checklist

Go through this checklist to start using AI at work safely and productively. Print it or save it as a PDF using the button below.

Last updated: 13 November 2026

Resources / Checklist · By the MoneyTrees team

Getting set up

  • ☐ Choose one main AI tool your workplace allows
  • ☐ Read your company's AI or data policy
  • ☐ Create a document to save prompts that work well

Data safety

  • ☐ Never paste passwords, bank or ID details
  • ☐ Remove client names and personal data before pasting
  • ☐ Check whether chat history is used for training and set it as needed

Daily routine

  • ☐ Pick one repeated task to do with AI this week
  • ☐ Use the Role–Task–Context–Format structure
  • ☐ Ask the AI to list questions before it answers

Quality checks

  • ☐ Verify facts, numbers, names and dates
  • ☐ Read every AI draft before sending
  • ☐ Keep a human decision on hiring, money and legal matters

For team leads

  • ☐ Share a team prompt library
  • ☐ Agree which tasks AI may help with
  • ☐ Review what is working every month

Go further

Learn the full method in the AI Office Toolkit, or browse all courses.

More free material: Free AI Prompts for Work · How Indian Professionals Can Use AI at Work: A Practical Guide · AI Prompts for Managers & Meetings

Editorial note: these prompts and explanations are written and reviewed by the MoneyTrees team for general learning. AI output can be wrong — always check facts, numbers and company policy before using it.