Manager workflow policies
Meeting notes policy
Use AI notes only where participants know the tool is present and the meeting type is approved. Avoid recording or summarizing 1:1s, HR conversations, customer escalations, or legal/security incidents unless policy explicitly allows it.
Code review summary workflow
Use AI to summarize intent, touched areas, risk, and tests run. Reviewers still read the diff, inspect generated code, and own approval decisions.
Stakeholder update workflow
Draft updates from approved project notes, issues, and non-sensitive metrics. Require the manager to verify dates, owners, commitments, customer names, and risk language before sending.
What not to paste into AI tools
Do not paste secrets, credentials, private keys, proprietary source code, unreleased roadmap, customer data, employee feedback, compensation details, contracts, security vulnerabilities, or regulated data into unapproved tools.