Three one-page guides for using AI with confidence and keeping what matters private. Start with the first, then set up the tool you use.
Each set-up guide has a short film that walks through the same steps, so read the page or watch the film, whichever suits you. Prepared by Ginny Lavers, Steadman. The films are narrated by an AI version of David Boyle’s voice.
Start here · any AI tool
In safe hands with AI
Why directors use AI, four principles, what good practice looks like for board work, your own development and personal productivity, and three questions to ask your company secretary first.
Does the company have an AI policy, and does it cover board directors?
Is there an AI tool the board has approved for board work?
Are the privacy settings already looked after for me, or do I need to set them up myself?
Safe set-up guide · Claude
Set up Claude with privacy in mind
Four checks, about ten minutes: stop your chats training the AI, decide what Claude remembers, use incognito for private questions, and connect email with care.
The same steps as a film, about three minutes, with sound and subtitles.
Two things to know
We checked the steps on 26th October 2026 on paid personal plans, in a web browser. Menus may look different on other plans and change over time, so check them against your own screen.
These settings reduce risk. They don’t make a personal account an approved place for confidential board or company information.
Want a hand?
We run personal and small-group sessions for directors who want help setting up and using AI day to day, and advise boards and companies on AI strategy, tools and ways of working.
