AI-Proof Your Operations, Part 2: Eliminate and Automate — What to Cut, What to Keep, and What Shoul

Session focus: Sort every tool and draft your first usage SOP

Bring your inventory from Part 1. You will sort each tool into Cut, Keep, or Systematize, build a No-Fly List for categories of data that never belong in a prompt, and walk through a live example of a five-part AI usage SOP (using email drafting as the template). You leave with one real SOP draft for your highest-priority tool.

• Decision framework: Cut, Keep, Systematize — with a clear data risk lens

• The No-Fly List: what never goes into AI without explicit legal clarity

• “Ask for the method, not with the data” applied to your own rows

• Draft one SOP: Approved Use, No-Fly List, How to Prompt, How to Inspect, Who Approves Exceptions