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AI at work: effective and safe

Complete plan

Sixteen habits to save time with AI every day, without losing control or taking risks: the twelve habits of the course "Save time with AI at work", with the four safety reflexes at the right moments: check before you sign, keep confidential data in, tidy your shares, call back on a known number.

  • 38 min
  • 16 modules
  • 48-question check
  • English · Français
  • Attestation

You will be able to

  • Sort a task before handing it to AI: hand it over (first drafts, summaries, rewording, ideas, working translations), do it together (analysis, plans, comparisons) or keep it
  • Know that generative AI can invent figures, sources and quotes
  • Write a request in four parts: context (who it is for, why), task, expected format, limits (tone, sources, what not to do)
  • Ask the AI to restate your request and ask its questions before it answers
  • Spot the generic sentences in an AI draft with the name-swap test, and cut them
  • Recognise shadow AI: unapproved AI tools, free or paid
  • Have a reply drafted from a one-line intention (the decision and the tone), then read it before sending it yourself
  • Question a long document from the decision you have to make (for example: commitments, deadlines, penalties) rather than asking for a summary
  • Prepare a meeting with your approved tool: agenda, likely objections, questions to ask
  • Ask for the method or the spreadsheet formula rather than the result, or have an approved tool that runs code do the calculation
  • Understand that an AI assistant follows existing access rights, including overly broad sharing
  • Tell a one-off request, a saved assistant and an agent that acts with tools apart, and pick the lightest level that does the job
  • Compare two models or two modes of your approved tools on a real task, with three test cases: a simple one, a tricky one, a long document
  • Write plain-text notes, one per topic, with a clear title, the date, an owner, the sources and links to related notes
  • Know that a voice, an image or an email can be generated by AI
  • Describe an automation on one page: the trigger, then steps that each have one input and one output

Programme

16 modules · 38 min
  1. Where AI saves you time (and where it costs you time) 2 min
    • Sort a task before handing it to AI: hand it over (first drafts, summaries, rewording, ideas, working translations), do it together (analysis, plans, comparisons) or keep it
    • Keep decisions about people, official figures and anything you cannot check for a person
    • Measure the gain on one real task, with and without AI, instead of trusting the feeling
  2. Plausible isn't true 2 min
    • Know that generative AI can invent figures, sources and quotes
    • Check an answer before using it: open the source, cross-check the figure, reread
    • Know that the author and their company remain responsible for what they publish
  3. A clear request: context, task, format, limits 2 min
    • Write a request in four parts: context (who it is for, why), task, expected format, limits (tone, sources, what not to do)
    • Attach one example of what you expect rather than a long explanation
    • Fix a disappointing answer by adding the missing part, instead of repeating the same request
  4. Let the AI ask you the questions 2 min
    • Ask the AI to restate your request and ask its questions before it answers
    • Ask for three options from different angles, then build on the best one
    • Refine with short, precise instructions ("shorter", "for a CFO", "keep the second paragraph") rather than starting over
  5. Never pass on a raw AI draft 3 min
    • Spot the generic sentences in an AI draft with the name-swap test, and cut them
    • Rework a draft before passing it on: half as long, the conclusion or the request in the first line, adapted to the reader
    • Ask the approved tool for the three weak points of its own text for a given reader, then re-read it yourself
  6. What never goes into a public AI 2 min
    • Recognise shadow AI: unapproved AI tools, free or paid
    • Know what never goes into a public AI tool
    • Use the approved tool, and report data already pasted to IT straight away
  7. Your emails: reply fast, in the right tone 2 min
    • Have a reply drafted from a one-line intention (the decision and the tone), then read it before sending it yourself
    • Turn a long email thread into three lines: where things stand, what is still open, who is waiting for what from me
    • Have your own email read through the recipient's eyes before sending it, and use only the approved tool for client or supplier emails
  8. A long document: the right questions to ask it 3 min
    • Question a long document from the decision you have to make (for example: commitments, deadlines, penalties) rather than asking for a summary
    • Require answers drawn only from the document, with the page or section, and check each point at its page
    • Ask what is missing or unusual, and what changed between two versions
  9. Meetings: leave with decisions 3 min
    • Prepare a meeting with your approved tool: agenda, likely objections, questions to ask
    • Turn notes or a transcript into decisions, actions (who, what, by when), open points and a follow-up e-mail, checked before sending
    • Tell participants before you record or transcribe, following your company's rules, and never record or transcribe an HR interview or a meeting about health unless your company has explicitly provided for it
  10. Numbers, without the trap 2 min
    • Ask for the method or the spreadsheet formula rather than the result, or have an approved tool that runs code do the calculation
    • Check one total by hand and ask for a list of the problem rows (empty cells, duplicates, amounts stored as text), to check in the file
    • Replace customer or employee names with codes before you paste any data
  11. Copilot sees everything you can open 2 min
    • Understand that an AI assistant follows existing access rights, including overly broad sharing
    • Check who has access to your files and remove unnecessary access
    • Share with specific people, remove access once it's no longer needed, and report a document visible by mistake
  12. Request, assistant, agent: pick the right level 3 min
    • Tell a one-off request, a saved assistant and an agent that acts with tools apart, and pick the lightest level that does the job
    • Build a saved assistant: reusable instructions, reference documents from approved sources, shared with the team, and three test cases re-run whenever the tool or its documents change
    • Require a human sign-off point before an agent sends, pays, deletes or decides for you
  13. Several models: test before you trust 3 min
    • Compare two models or two modes of your approved tools on a real task, with three test cases: a simple one, a tricky one, a long document
    • Choose on five criteria: quality on your task, speed, how long a document it handles, limits, and where the data goes
    • Keep a small test file and rerun it when a new model arrives, never comparing in an unapproved tool
  14. Your knowledge base, readable by AI 3 min
    • Write plain-text notes, one per topic, with a clear title, the date, an owner, the sources and links to related notes
    • Keep the team's base in the company's approved space and remove outdated notes
    • Ask AI to answer from the base, citing the notes it used, then check at the source
  15. Deepfakes: the call-back still works 2 min
    • Know that a voice, an image or an email can be generated by AI
    • Stop relying on the old clues: typos, robotic voice
    • Apply the call-back on a known number, the verification question and the second approval, including for a change of bank details
  16. From repetitive task to automation: the mission sheet 3 min
    • Describe an automation on one page: the trigger, then steps that each have one input and one output
    • Say at each step whether AI reads, proposes or decides, and spot the steps where a rule is enough, often half of them
    • Place a person's approval before anything leaves the company, a payment, a deletion or a decision about a person, plan for failure, and hand the sheet to IT
  17. Knowledge check

    48 questions, pass mark 80 %. Explanations after each answer; you can try again.

  18. Attestation

    One per person, with the date, the score and the frameworks covered — anyone can check it online with its code.

Version 1 · updated October 17, 2026

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