Track 6: AI-Powered Companion

Track Objective: Empower teams to automate business processes and boost efficiency using AI — while staying secure, compliant, and in control of sensitive data.

📚 Updated Modules:
1. Business Process Mapping + AI Intervention Points
Identify repeatable tasks, decision bottlenecks, and manual workflows

Map where AI can assist (e.g. email handling, reporting, form processing)

⚠️ Security add-on: Understanding data sensitivity across processes

Which tasks involve personal, financial, or confidential data?

Basics of data classification

2. AI-Powered Workflow Automation Tools
Tools covered: Zapier, Make.com, Airtable, Notion, Slack bots

Build no-code automations across apps

⚠️ Security add-on:

Understand app integrations and permissions

API keys, OAuth, and safe connection practices

Using company-controlled accounts (not personal logins)

Sandbox/test before going live

3. Customer Support Automation
Build chatbots for FAQs, ticket triage, appointment setting

Integrate ChatGPT, Intercom, Tidio, or Freshdesk AI

⚠️ Security add-on:

How to avoid leaking customer info in AI responses

Redaction tools and data anonymization

Best practices for chatbot data storage & logs

4. Sales, Marketing & CRM Automation
Lead generation, email outreach, auto-responders

AI-generated proposals or summaries

⚠️ Security add-on:

Consent-first automation (opt-in rules, privacy disclaimers)

Managing AI-generated content risks (accuracy, brand safety)

GDPR, CAN-SPAM, and marketing compliance basics

5. AI-Driven Internal Knowledgebases & SOPs
Train GPTs or RAG (retrieval-augmented generation) systems on internal docs

Auto-answer employee FAQs

⚠️ Security add-on:

Role-based access control (who sees what?)

Data storage & endpoint protection

Safe handling of internal knowledge, IP, and trade secrets

🛡️ NEW: Bonus Module – AI Security & Governance for Business Users
Overview Topics:

What happens to the data you give AI tools?

Cloud-based AI vs on-prem solutions

How to safely use ChatGPT or Claude for company work

Policy templates for AI usage in teams

When you need encryption, VPNs, or legal review

Intro to tools like Nightfall, Tonic.ai, and BigID for AI data security

🎯 Takeaway (Now Stronger with Security):
By the end of this track, participants will:

Automate workflows across departments with confidence

Know where and how to use AI safely

Understand the balance between speed, efficiency, and control

Have templates and policies to guide their teams on secure AI adoption