PAT BERRY — DIRECT SALES COMPANION
CHAPTER 26: AI drafts. You decide.
Starter worksheet for review — October 19, 2026

An assistant can suggest words and organize ideas. You still own the facts, judgment, and decision to publish or send them.

1. Give the assistant verified facts and clear boundaries. Ask it to flag uncertainty instead of filling gaps.
2. Check names, numbers, links, quotes, and claims against original sources. Remove private data that does not belong in the task.
3. Approve the final version yourself. Keep a review date on reusable prompts and team rules as tools change.

Direct Sales application
Use the team ground-rules starter: approved uses, protected information, claim review, human approval, and a process for correcting mistakes.

Team AI ground rules
Approved uses:
_______________________________________________________

Information never entered:
_______________________________________________________

Claims needing evidence:
_______________________________________________________

Human reviewer:
_______________________________________________________

How uncertainty is marked:
_______________________________________________________

Correction process:
_______________________________________________________

Approved tools:
_______________________________________________________

Review date:
_______________________________________________________

Use verified facts. Personalize examples. Keep private customer records in your own secure system.