AI-2 Prompt and verify
AI can help us notice, organize, draft, and learn. This module is not about whether to use it. It is about what information you put into it. Before company information goes into an AI tool, give it a color.
Use AI to make the work better. Never use it to hand away responsibility.
Three colors
Three kinds of AI tool
Watch what you add along the way. An AI output inherits the highest classification of any input that produced it, so a Green task turns Red the moment you paste Red information into it.
AI can help you research, draft, and narrow a search. It can also be wrong in a way that sounds exactly like being right. This module is about two habits: asking for exactly what you need, and checking what comes back before you rely on it.
Use AI to make the work better. Never use it to hand away responsibility.
A good prompt has four parts
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Goal
What you are trying to get done, and what the result is for.
…for the job of [what the part must do]
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Exact specifications
The model, version, dates, or numbers that make it your situation, not the average one.
a 2023 [manufacturer] [model], [specific version/configuration]
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Constraints
What it must not assume, guess, or promise, and what to do when it is unsure.
Do not assume stock or pricing. Mark any uncertain information clearly.
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Desired output
The shape you need back, including sources you can check yourself.
List current manufacturer part numbers… Provide official sources
Then verify before you rely on it
Check anything that changes over time against the source of truth: the manufacturer, the distributor, the official policy, the system of record. Not against the AI.
- Compatibility
- Stock
- Price
- Dates and deadlines
- Versions
- Regulations
- Quotes and sources
- Calculations
AI can narrow the search. It is not the inventory system, the policy, or the final authority. Assume it may be confidently wrong until you have checked. A confident tone is a writing style, not evidence.
This one is for managers, department heads, and executives. A chatbot answers a question; an agent takes action. It reads an email, writes a record, sends a message. You decide which agents get built, what they can reach, and what happens when one goes wrong.
AI is a tool. Accountability is a choice. Leadership is making that choice visible.
The autonomy ladder
Most agents should live at Stage 1 or 2. Stage 3 is earned. Stage 4 should be rare.
Never without explicit human authorization
- Send payments, change bank details, or start any financial transaction
- Create, change, or delete journal entries, payroll records, or tax filings
- Hire, fire, promote, discipline, set pay, or change benefits
- Approve purchases, contracts, or vendor changes
- Change system configurations, security settings, or access permissions
- Send external messages in a named person's name without their review
- Access Red data, unless the agent, tool, and use case are specifically approved
Three kinds of question
Grant the minimum permissions necessary, and revoke them when the work is done. Test in a sandbox before anything reaches production. Build the audit trail before you need it.
Based on the company AI policy and the plain-language vendor terms guide. When in doubt, treat it as Red and ask Biztech support.
Based on the company AI policy, plus good prompting practice where the policy is silent. AI can help narrow the search; a person verifies and decides.
Based on the leader AI governance policy. Submit any new AI tool, agent, or integration for review before proceeding.
Question text
Not sure? Biztech support · support@trustbiztech.com · (707) 442-8393
Remind me of the colors
Remind me of the habits
- Goal: what you need done, and what it is for
- Specifics: model, version, dates, numbers
- Constraints: no assuming; mark what is uncertain
- Output: the shape you need, with sources
- Verify: time-sensitive facts, against the source of truth
Remind me of the ladder
Items
You passed
You have a solid handle on the color system.
Items
What you missed
Only the items you got wrong, with the reasoning behind each.