AI at the Gemba · lesson 2 · worksheet
Sort and scrub
paulducey.com/lean/course
DateAssistant and planName
Part 1. Find out what the account you use does with a paste. Paste nothing to do it. If you can't find an answer, write "ask IT" and ask.
| Plan name, and who approved it | |
| Is the training setting on or off, and where is it? | |
| How long are chats kept? | |
| Is there a temporary or incognito mode? | |
| Who at my company can see my chats? | |
| Which add-ons are switched on (connectors, extensions, recorders, share links)? |
Part 2. Scrub the invented export from the lesson. Write what you kept. Keep the key (which code is which customer) in a separate file, not here.
| Day 1 to 5 | Shift | Customer code | Minutes | Reason, names removed |
|---|---|---|---|---|
Could anyone guess a person or a customer from my scrub? Yes / No. If yes, what gave it away?
Minutes by reason, added by me, against the assistant's Pareto:
Part 3. Before every paste, ask:
- Could this identify a person?
- Would I be comfortable if a competitor read it?
- Am I allowed (policy, contract, license)?
- Can I get the same help with the who taken out?
My team's three-line rule: what is green, what is yellow, what is red, and who to ask.
Paul Ducey · AI at the GembaFree to copy and use. paulducey.com/lean/course