Global

Working smarter with generative AI: A safe everyday workflow for office tasks

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 8 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
40 min
Lessons
6 lessons
Frequency
After an AI assistant is rolled out, at onboarding
Last reviewed
21 Oct 2026
Grey areas
What would you do?

You are asked to summarise confidential HR minutes

Try it: this is one of 18 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 40 minutes
  • Scenario, sorting activity, flashcards, process and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 10 slides
  • Poll, quiz, word cloud, scale slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 104.0Achieve ≥ 80% on the final assessment-Whole course
SO 104.1Identify everyday tasks where generative AI saves time and tasks where it should not be usedBest practiceWhole course
SO 104.2Apply a repeatable draft-check-own workflow to AI-assisted workEU AI Act Art. 4 (as amended); best practiceWhole course
SO 104.3Choose the approved tool that fits a given task + your infoOrganisation's AI policyWhole course
SO 104.4Decide what information may and may not be entered into an AI toolGDPR Art. 5 data minimisationWhole course
SO 104.5Estimate and record the time saved on one real taskBest practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 8 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 40 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

A week of admin tasks, with and without AI

3 pages

8 min
Before you beginNoteList
Nia's MondayTextImage
Where could help land?Sorting activityQuiz
2

What assistants do well and badly

3 pages

8 min
Strengths and limitsTabs
Try the contrastFlashcards
CheckMulti-select quizMatching quiz
3

Task, prompt, check, finalise: the five-task routine

3 pages

8 min
The routineProcess
Five tasksAccordion
Put it in orderSorting activityQuiz
4

Grey areas

3 pages

8 min
ScenarioScenario
ScenarioScenarioQuiz
ScenarioScenario
5

Your approved assistant and where to get help

2 pages

5 min
What you haveProcessYour infoYour infoYour infoYour info
DisclosureFlashcardsQuiz
6

Final assessment

1 page

3 min
PracticeQuizYour infoNote

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda
PollHow often do you use AI tools at work?
Word cloudOne task you would like help with
ContentThe five-step routine (task, prompt, check, finalise, record)
QuizWhich task is safest to try first? (Rewording a rough email for clarity ✔)
QuizThe AI's total differs from your spreadsheet. (Trust the spreadsheet and fix the draft ✔)
PollUsage limit reached, personal account open: switch?
ScaleHow confident are you checking an AI answer before you use it?
Open-endedA low-risk task I will try this week
Content · customiseClosing {{APPROVED_AI_TOOLS}}, {{AI_HELP_CONTACT}}, {{SURVEY_1_URL}}, {{SURVEY_2_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Which part of the routine will you use first? short text
  6. Estimated weekly time saved after 30 days (hours) short text
  7. Since the course, have you stopped yourself from entering something you shouldn't? multiple choice
  8. I would tell my manager if an AI answer I used turned out to be wrong. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the approved tools list and the help contact? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

8 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Approved AI tools{{APPROVED_AI_TOOLS}}
  • AI help contact{{AI_HELP_CONTACT}}
  • AI incident route{{AI_INCIDENT_ROUTE}}
  • Data classification policy link{{DATA_CLASSIFICATION_POLICY_LINK}}
  • Time saved record{{TIME_SAVED_RECORD}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
Show all 8 fields
  • Survey 1 URL{{SURVEY_1_URL}}
  • Survey 2 URL{{SURVEY_2_URL}}

FAQ

Common questions

Can I run working smarter with generative AI: A safe everyday workflow for office tasks training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

After an AI assistant is rolled out, at onboarding, or as a 30-day follow-up to an AI basics session.

Who needs this training?

All office staff with access to an approved generative AI tool.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Related templates

Often taught together

All AI Training for Employees templates →
US federal

AI acceptable use at work

All employees using generative AI tools · AI Training for Employees

30 min
European UnionRequired by law

EU: AI literacy (EU AI act article 4)

All staff · AI Training for Employees

35 min
Global

How generative AI works: Essentials for every employee

All staff · AI Training for Employees

30 min
Global

Finding the right work for AI: Spotting, testing and prioritising use cases in your team

All staff and team leads · AI Training for Employees

35 min
Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck