AI Discovery Mini Kit

Find out what AI tools your business is using—before it becomes a problem.

If your business uses Artificial Intelligence tools like ChatGPT, Grammarly, scheduling assistants, or software with built-in AI features, you are already making decisions about your data. However, without a formal inventory, you might not know what information is leaving your control or which tools your team is using.

The AI Discovery Kit gives you a straightforward, 30-minute starting point to audit your business. It requires no technical background or legal expertise. You get a practical framework to document every AI tool in your stack, identify where sensitive client or financial data is involved, and establish your initial paper trail.

What is inside this kit?

• Plain-Language Governance Overview
• A simple breakdown of why AI governance matters, what happens to the data you type into free AI tools, and how to protect client information.
• Worksheet Instructions & Guidance
• Step-by-step directions on how to inventory your software stack, including built-in AI features you might not have turned on intentionally.
• The AI Tools Discovery Worksheet
• A fillable table to list tool names, primary functions, user access, data exposure, and current approval status.
• The Quick Risk Check
• A 5-question assessment to immediately flag tools that handle client names, financial records, or model-training retention risks.
• Next-Steps Action Map
• Clear guidance on how to transition from your completed discovery sheet into vendor reviews, policy creation, or full compliance tracking.

Why start with this kit?

• Zero Complex Terminology: Written in basic English so you or your team members can complete the audit immediately.
• Creates Your Paper Trail: Helps you answer client questions confidently regarding how their data is handled and protected.
• Informed by Industry Standards: Built using structural principles consistent with the NIST AI Risk Management Framework (AI RMF 1.0).

Frequently Asked Questions

Is this kit difficult to fill out?

No. It takes approximately 30 minutes and requires no technical expertise. You simply list the software tools you use and answer basic questions about who uses them and what data they touch.

Why do I need to inventory free AI tools?

Many free AI platforms retain submitted content to train their future models. If client or internal business data is entered, it can leave your direct control without an audit trail.