SafeStart add-on · Project management
AI Rules for Project Management
Keeps client files in the right shared workspace, and makes sure everyone agrees before an AI notetaker records a meeting.
Project boards, shared drives, chat apps, and video calls now summarize threads, record meetings, and search every file. One setting can show a client's files to the wrong person, and one recording can break a consent law.
This add-on covers what goes in which workspace, getting consent before anything records, checking AI summaries, and limiting what AI tools can do on their own.
13 pages · Works with the SafeStart Kit
Includes one year of free updates. Renew later for $19 a year if you want them.
Every fact is checked against official sources. Sources listed in each guide.
Pending review by an independent industry expert.
What's inside
What's inside, and what each part does
A 13-page PDF with rules, checklists, and forms you can use the same day.
Eight project and meeting rules
Ready to copy into your one-page AI policy, with a named project lead.
Client information in shared tools
What goes where, a client AI terms check sheet, and a workspace setup checklist.
Recording consent
What Washington law requires, a meeting recording script to read aloud, and a notetaker checklist.
Checking AI summaries
A five-point check before a summary goes to a client or becomes the record of a decision.
AI tools that act on their own
Often called AI agents. A permissions table and checklist so they start with read-only access.
Project start and close checklists
Set up each project the right way, then remove guests, AI tools, and recordings at the end.
Requests to copy and paste
Ready-made AI requests for project work, and a one-page project checklist.
Is it right for you?
Who it's for
Written for
- Project leads and office managers who set up workspaces and meetings
- Anyone who invites clients or contractors into shared tools
- Whoever turns on AI features in your project apps
Works with SafeStart
- Built to sit on top of the AI Policy Handbook in the SafeStart Kit. It builds on SafeStart's data rules, approved tool list, and the checklist for AI tools that act on their own.
- It points back to the handbook instead of repeating it, so keep it handy.
- No SafeStart Kit yet? It is $99 for all five guides.
Pricing
One price for your whole company
AI Rules for Project Management
$19 includes one year of updates
- 13-page PDF
- Eight rules to add to your AI policy
- Checklists, forms, and a one-page checklist
- Company-wide license
- Includes one year of free updates. Renew later for $19 a year if you want them
Refunds: If the add-on isn't what this page describes, email hello@terrapilgrim.org within 30 days for a full refund.
License: share it across your company. No resale or republishing.
Updates: Free updates for the first year. After that, we'll email you a reminder, and you can choose to renew updates to what you bought for $19 a year. Nothing renews automatically. If you don't renew, you keep everything you already have. Updates are released as needed and at least quarterly.
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