Most businesses that get into AI don't fail on the technology. They fail on everything around it: nobody knew which problem they were solving, customer data ended up in a tool nobody vetted, or the AI answered something about money before a human saw it.
None of that needs a six-figure consultant. It needs twelve honest questions and a signed sheet. That's what's in the PDF.
Why a checklist and not a course
Because the dangerous moment isn't when you learn AI, it's when you plug it in. A checklist takes five minutes, goes on the office wall, and gets re-read every time someone proposes “a new tool”. A course is forgotten by Monday.
The 12 points come in three groups: before you start (which problem, which data, who owns it?), data and security (encrypted, where it lives, human review, does the AI identify itself?), and operations (cost, downtime, how to measure, what the team knows). Tick all twelve, go. Missing three? Those three are your to-do list.
The check almost nobody has: a written policy
Point 12 is the one most businesses leave blank, and the one that protects you most. You don't need a manual. You need one page that says which tools are approved, which data never goes into an AI (cards, ATH Móvil, social security, records, passwords), who uses what, when a human reviews before sending, and who gets told if something goes wrong.
Page 2 of the PDF is exactly that, with the blanks. Fill it in with your team in a twenty-minute meeting. Sign it. You now have more AI governance than most companies your size.
What this is NOT
It's not legal advice or a complete policy. It's the first draft that makes the serious conversation possible, with your team, your accountant, your lawyer. The full version, with roles, audit trail and continuous updates, is what we build with Política de IA; and training the team to live it is what El Profe does.
Download it, print it, and if you see us at the convention, come by the booth with the list ticked. We'll tell you honestly where you stand and where to start.
