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✦ Velza Academy · Free Guide

AI at Work, Safely: a beginner’s guide to client emails, social posts and document review

For small business owners, office staff and assistants who are comfortable with email and new to AI at work. Learn to get useful drafts from an AI tool, such as Claude or ChatGPT, while keeping the facts in your hands and confidential information out of the chat.

  • The four things to tell an assistant so it stops guessing: audience, purpose, facts and tone
  • A before-and-after client email that shows how an invented promise slips into a draft
  • A checklist to run before you send or publish anything an assistant helped write
  • What never to paste into an AI tool, and where to check its data settings
  • Starting instructions you can copy and reuse in every new chat

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✦ Your author

Mike Wheeler, founder of Velza Training and Consulting

Written by Mike Wheeler

Mike Wheeler teaches AI for Beginners at Work live at Velza Academy. He has taught over 500,000 people how to prepare for certifications and navigate career pivots, and he is a certification author for O’Reilly Media.

Every example in the guide uses fictional businesses and clients, and everything in it works with any major AI tool, such as Claude or ChatGPT.

✦ Inside the guide

The draft cycle, step-by-step

The guide teaches a simple way of working with AI: you describe the task, the AI tool writes a draft, you check the draft against your facts, and you approve it before anything is sent or published.

The draft cycleFive steps arranged in a circle: describe the task, the AI tool writes a draft, you check the draft against your facts, you ask for changes, and you decide whether to use it, edit it or start over. An arrow from asking for changes returns to the draft step, because revision can repeat. A label beside the decision step reads: you approve before anything is sent or published.revise, then check again1Describe the taskaudience, purpose, facts, tone2AI writes a draft3You check the draftagainst your facts4You ask for changesshorter, warmer, clearer5You decideuse it, edit it, or start overYou approvebefore anything issent or published.

✦ Contents

What you will learn about using AI at work

Every lesson in the guide is about using an AI tool, such as Claude or ChatGPT, safely in your everyday work.

  1. How AI invents details, and how to keep confidential information out of it
  2. Where an AI tool fits in an ordinary workday
  3. How to describe a work task to AI in plain language
  4. Before and after: turning rough notes into a client follow-up email with AI
  5. Getting the same facts from AI three ways
  6. Using AI to answer client questions without inventing promises
  7. The checklist for catching invented details and promises in AI drafts
  8. What never to paste into an AI tool at work
  9. Using AI for document review: the basics
  10. Starting instructions you can copy into any AI tool

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