firstpromptCompany setup
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Your rules, applied before you pay.

Every switch rewrites your AI policy and the workflows it touches. Your team accepts the same file when they join.

01

Your company

As it should appear on invoices.
You are the owner. Yours always uses AI.
For invites, emails and tracks. Each person can switch.
02

Departments

Off-limits departments stay in the policy, locked, so everyone sees the line.

Operations: does it use AI?

Operations

Logistics, procurement, planning

Sales: does it use AI?

Sales

Pipeline, outreach, proposals

Finance: does it use AI?

Finance

Reporting, invoices, forecasts

HR: does it use AI?

HR

Hiring, onboarding, policy questions

Marketing: does it use AI?

Marketing

Content, campaigns, analytics

Management / IT: does it use AI?

Management / IT

Rollout, access, security

Engineering: does it use AI?

Engineering

Drawings, tooling, R&D

Quality: does it use AI?

Quality

Inspections, nonconformities, audits

Production: does it use AI?

Production

Shop floor, maintenance, shifts

Purchasing: does it use AI?

Purchasing

Suppliers, orders, prices

03

Never into AI

What must never go into a prompt. Each switch says what happens either way.

Off

Technical drawings

In a promptdrawing TR-4471 rev C, M8 x 1.25 flange bolt
On
Never opened or described. Workflows that need them switch to a safe version.
Off
AI may open a drawing when a task needs it.
Off

Prices

In a promptunit price $0.42 a piece, 3% volume discount
On
Quotes and orders go by number and date. Price questions leave the plan.
Off
AI may read unit prices and quote values.
On

Customer personal data

In a promptJane Doe, purchasing, +1 555 0142Kept out of AI: Jane Doe, purchasing, +1 555 0142
On
Nothing that names a person at a customer goes into a prompt.
Off
AI may read customer contacts in the emails it handles.
On

Employee records

In a promptsalary band B3, 4 sick days in Q3Kept out of AI: salary band B3, 4 sick days in Q3
On
No HR files, CVs or salaries go into a prompt.
Off
AI may read HR documents for HR workflows.
Off

Company financials

In a promptQ3 EBITDA 11.2%, cash $3.1M
On
Ledgers, P&L and cash stay out. Workflows that need them leave the plan.
Off
AI may read month-end numbers for reports.
Questions your IT team will ask
04

AI tool

Where your team runs these workflows.

AI tool
05

Seats and billing

From 5, change any time.

people on the plan

Plus a Claude Team or Enterprise seat for each person, billed by Anthropic. See Claude pricing

Tailored: $1,500 a month for 20 to 50 people, with workflows built around your company. Book a call

AI usage policyYour company
  1. Your company: how we use AI at workYour company: how we use AI at work
  2. Draft. Everyone accepts it when they join.Draft. Everyone accepts it when they join.
  3.  
  4. Tool: Claude Team, on company accounts.Tool: Claude Team, on company accounts.
  5. Never a personal AI account for company work.Never a personal AI account for company work.
  6.  
  7. AI is used in Operations, Sales, Finance, HR, Marketing, Management / IT, Engineering, Quality, Production, and Purchasing.AI is used in Operations, Sales, Finance, HR, Marketing, Management / IT, Engineering, Quality, Production, and Purchasing.
  8.  
  9. Never into AI:Never into AI:
  10. Customer personal data: no names, phones or emails of people at customers.Customer personal data: no names, phones or emails of people at customers.
  11. Employee records: no HR files, CVs or pay.Employee records: no HR files, CVs or pay.
  12. If a file or email holds any of these, leave that part out and tell your manager.If a file or email holds any of these, leave that part out and tell your manager.
  13.  
  14. Drafts only. AI drafts, a person checks and sends.Drafts only. AI drafts, a person checks and sends.
  15. On FirstPrompt, your manager sees which workflows run and your check-in hours, never what Claude reads or writes.On FirstPrompt, your manager sees which workflows run and your check-in hours, never what Claude reads or writes.
  16. Your company's Claude admin settings decide what can be exported from Claude.Your company's Claude admin settings decide what can be exported from Claude.

This produces

Workflows: 25Safe versions: 3Taken out: 10

  • Operations

    • Write the weekly shift report from the raw numbers
    • Chase late supplier deliveries before they stop the line
    • Check the production plan for clashes before it goes out

  • Sales

    Every starter workflow here needs something your rules keep out.

  • Finance

    • Match supplier invoices to orders and deliveries before you pay
    • Draft the monthly report from the month-end numbers
    • Check every expense claim against the policy before you approve itSafe version

  • HR

    • Turn a hiring manager's notes into a job ad the right people answer
    • Answer staff policy questions from the handbook in minutesSafe version

  • Marketing

    • Plan and draft next month's posts in one sitting
    • Write product descriptions for the whole catalogue from the spec sheets
    • Turn campaign numbers into a weekly report that says what to change

  • Management / IT

    • Turn the month's reports into a one-page board summary
    • Get the decisions out of a long report in minutes

  • Engineering

    • Turn a change request into a clean ECR summary
    • Draft a technical question to a supplier from the spec
    • Summarise a long standard or customer spec into the clauses that matter

  • Quality

    • Turn the week's nonconformities into one quality note
    • Draft the 8D report skeleton from the complaintSafe version
    • Turn audit findings into an action list with owners

  • Production

    • Write the weekly shift report from the raw numbers
    • Check the production plan for clashes before it goes out
    • Turn an operator's notes into a clear work instruction

  • Purchasing

    • Chase late supplier deliveries before they stop the line
    • Draft purchase order emails from the approved list
    • Compare three supplier quotes side by side

Kept out of AI

Customer personal dataEmployee records

Taken out of the plan

  • Follow up on every open quote, automaticallyneeds customer personal data
  • Turn a customer request into a first-draft proposalneeds customer personal data
  • Keep the CRM up to date from your inboxneeds customer personal data
  • Clean notes and a follow-up email after every customer meetingneeds customer personal data
  • Answer price list questions in minutesneeds customer personal data
  • Review the whole pipeline every weekneeds customer personal data
  • Chase every overdue invoice each week, with the reminders already writtenneeds customer personal data
  • Get a shortlist from a pile of CVs, with the evidence for eachneeds employee records
  • Book interviews without the email back-and-forthneeds employee records
  • Walk into every outside meeting with a one-page briefneeds customer personal data

$290a month10 seats$29 a seat

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Your policy writes itself from these answers.

$290a month10 seats