The purpose of the AI Guidelines template is to describe how your organization will leverage AI within its marketing team. By setting clear expectations around which tools are approved and how they can be used, you reduce the risk of sharing sensitive information or publishing inaccurate content. These guidelines also ensure that everyone is aware of the full range of marketing tasks AI can support, which can help increase AI adoption which can lead to improved innovation and efficiency. Ideally, this document is developed collaboratively with a cross-functional team so that all stakeholders share a common understanding of the rules of engagement. As AI technology evolves rapidly, this template should be treated as a living document and updated regularly.
Question
What is everyone’s level of responsibility for each part of this project?
Steps
Begin by clarifying the key objectives of your marketing team. This ensures that any AI initiatives directly support broader business and marketing goals.
Examine your current marketing processes to determine where AI can provide the most impact. Look for tasks that can be automated for efficiency or enhanced through advanced analytics and insights.
Once you’ve identified viable use cases, select AI solutions that best address those needs. Clearly outline who will have permission to use these tools, and provide any required training or guidelines for proper usage.
Define when and how to disclose that AI has been used. Whether for internal processes or customer-facing content, transparency helps maintain trust and ethical standards. Create protocols for mitigating risks such as data privacy issues or inaccuracies in AI-generated content.
Regularly review and update these guidelines to keep pace with the rapid evolution of AI capabilities and your organization’s needs.
Considerations
Gather marketing, IT, legal, data, HR, and other relevant teams to develop the guidelines, ensuring that every perspective is considered and the organization remains aligned.
Begin by defining your marketing priorities and identifying specific use cases, so you stay focused on the business outcomes rather than simply exploring tools.
Establish a clear plan for integrating these guidelines into ongoing team communications, making them easy to find and reference and setting the expectation that they will be updated over time.
