01
Frame the task
Define the approved purpose, information boundary, and reviewer before using an AI tool.
Where AI helps—and where it stopsReading
Walkthrough: the review boundaryVideo
All training capabilities
intermediaterenewals
Account Manager Renewal Analysis
Use structured prompts to organize renewal information while verifying source documents, changes, and open questions.
Approximately 70 minutes 2 modules
Training-software outline
Controlled practice before production use.
02
Practice and verify
Work through a fictional scenario, check the output, and document human approval.
Simulated workflow reviewSimulation
Knowledge checkKnowledge check