Decision inputs
Facts that change the policy answer
Within marketing and communications, this request uses published reports and source links to produce a short campaign research summary. Both belong in the submission before any policy route is trusted.
- 1Task and owner
- Content marketer wants to summarise public research for a campaign. Name who owns the finished a short campaign research summary; ownership should not disappear because AI helped produce it.
- 2Information involved
- Published reports and source links. The classification must cover what the tool can retrieve as well as what the requester types.
- 3Tool and account
- An approved company account. Approval must cover the account and its settings, not merely the product name.
- 4Intended result
- The expected result is a short campaign research summary. Record the audience and the next system in the chain, rather than describing the output only as a draft.
- 5Consequence if it is wrong
- The summary may overstate findings or cite a source that says something narrower. That risk sets the level of review and the person who should receive an exception.
- 6Human review
- research or content lead should inspect, change, reject or stop the result. Their role should include checking source facts, correcting errors and refusing the proposed use.
Possible policy routes
The task name alone cannot decide it.
A published workplace policy can return different answers for the same task. These are the practical branches worth encoding.
A routine policy route may be possible
The company can consider a standard route where the exact account is approved, only the minimum public information is used, a short campaign research summary remains within the stated purpose, and research or content lead reviews it before use.
Approval may be required
The request moves beyond routine handling when the account or data handling is uncertain, the summary may overstate findings or cite a source that says something narrower, or a short campaign research summary reaches people or systems beyond the requester’s authority.
The request may need to stop or change
The proposed use should pause if restricted information would enter an unapproved service, the output would act before research or content lead can intervene, or open the original sources and retain the limits attached to each finding cannot be maintained. Consider less information, a controlled account or a non-AI process.
Request checklist
Questions to ask before using the tool
- 01
Has the company approved this account configuration for summarise public research for a campaign, rather than only approving the product?
- 02
Can any personal, sensitive, confidential or secret part of published reports and source links be removed?
- 03
Does a short campaign research summary create an external statement, a decision or an automated action?
- 04
What evidence will research or content lead use to accept, correct or reject the result?
- 05
Is this genuinely one request, or will repeated use turn it into an embedded process?
Worked request
What the employee should submit
This example supplies decision facts without pasting the underlying material into the approval record.
- requester
- content marketer
- task
- Use AI to summarise public research for a campaign.
- information
- published reports and source links
- tool
- An approved company account
- frequency
- Recurring work
- region
- Where the work and affected people are located
- purpose
- Draft or analyse
- impact
- External publication
- review
- Complete human review
- owner
- research or content lead
Useful safeguards
Controls that fit this request
- ✓
Open the original sources and retain the limits attached to each finding
- ✓
Reduce published reports and source links to the smallest useful extract and remove fields unrelated to a short campaign research summary.
- ✓
Reassess the request whenever its tool, information classification, frequency or consequence changes.
- ✓
Make the final route reproducible from the recorded facts, safeguards and policy version.
Questions people ask
About this AI use
Is using AI to summarise public research for a campaign automatically allowed?
The company policy supplies the answer after it receives the real tool, data, purpose, impact and review plan. This page only prepares those facts.
How specific should the workplace AI request be?
Describe a short campaign research summary, identify published reports and source links, name the exact tool and account, explain who will receive or rely on the output, and state how research or content lead will review it.
Which evidence makes the answer reproducible?
Make the final route reproducible from the recorded facts, safeguards and policy version. A classification and controlled reference may be enough when copying published reports and source links would create unnecessary risk.