AI at Work Quiz: Are You Getting the Most From AI Productivity Tools?

A manager wants AI assistance woven into their daily Outlook + Word + Teams workflow without adopting a separate application. Which tool fits best?

Notion AI — requires migrating content to Notion Claude API — requires developer integration Perplexity AI — a standalone research tool Microsoft 365 Copilot — AI integrated directly into Outlook, Word, Excel, and Teams

An employee's organization has not published any formal AI use policy. What is the safest assumption about AI use at work?

No policy means AI cannot be used at work under any circumstances No policy means the employee is personally liable for any AI-related incidents Treat sensitive client data, confidential business information, and employee data with the same protection you'd apply to any third-party tool — assume AI APIs are external services No policy means all AI tools are approved for any use

A financial analyst uses an AI tool to draft a client investment report. The report contains an inaccurate statement. The analyst submits it without review. Who bears professional responsibility?

The client — they requested the report No one — inaccuracies in AI-generated content are treated as errors outside human control The analyst — they are accountable for work they submit, regardless of how it was generated The AI tool provider — they provided the drafting capability

A small physical therapy clinic wants to use an AI scheduling chatbot on their website. Patients will input their names, contact info, and appointment reasons (which may reference medical conditions). What is required before deploying the chatbot?

Chatbots don't count as HIPAA-covered technology — only EHR systems do A standard terms of service acceptance by the clinic is sufficient A Business Associate Agreement (BAA) with the chatbot provider, since the chatbot may process Protected Health Information under HIPAA HIPAA only applies to clinics with more than 20 employees

What does SOC 2 certification indicate about an AI tool vendor?

The vendor has undergone an independent security audit verifying their security controls, data availability, processing integrity, and confidentiality The vendor's AI models are certified as bias-free The vendor stores data in the US and is subject to US law The vendor is approved by the US government for handling classified data

A sales team writes a different prompt every time they need to generate a follow-up email after a meeting. What is the highest-leverage improvement?

Only the most senior team members should use AI — it causes quality variance Create a reusable prompt template with clearly marked variables for meeting date, client name, key discussion points, and next steps Switch to a more powerful AI model Each salesperson should develop their own unique prompting style

A product manager wants AI to identify weaknesses in a business case. Which prompting technique is most effective?

Persona assignment — 'Act as a skeptical CFO reviewing this business case. Identify the three weakest financial assumptions.' Ask the AI to 'improve' the business case without specifying what type of feedback is wanted Ask for a step-by-step summary of the document without specifying the feedback goal Tell the AI the business case is strong to encourage positive framing

An analyst needs to quickly understand the key findings of a 40-page industry report. Which AI use case is most appropriate?

Document summarization — paste or upload the report and ask the AI for a structured summary of key findings Ask AI to write an email about the report without reading it Search for the report's conclusions using a general web search Use AI to generate a new industry report based on training data

Which of the following represents RESPONSIBLE use of AI in a client-facing professional context?

Generate the deliverable entirely with AI and submit it as-is Use AI to generate a first draft, verify all factual claims independently, apply your professional judgment to refine the content, and be transparent about AI assistance per your organization's policy Avoid AI entirely — no professional use of AI is currently compliant Use AI but deny it if asked — clients don't need to know your production process

You use an AI tool to draft a client proposal email. The AI includes a specific statistic — '73% of companies in your industry report cost savings from this approach.' What should you do before sending?

Send it — AI models only include verified statistics Verify the statistic independently — AI tools frequently fabricate specific data points and percentages Add a disclaimer that the email was AI-generated Remove all statistics since AI cannot know current data