Generative AI

Using Generative AI in Business

Generative AI is a technology that can draft and summarize text, answer questions, and brainstorm ideas through dialogue with people. With the arrival of tools such as Microsoft 365 Copilot, it has become a familiar means of improving business productivity. At the same time, care is needed in how information is handled. This article outlines the basic thinking required to use it safely in business.

Basics

The basics of generative AI

Generative AI is a technology that produces text and other content in response to the instructions (prompts) it is given. In business, it can be applied in situations such as the following.

  • Document drafting. Create first drafts of emails, reports, and proposals.
  • Summarization. Condense long materials and meeting records into shorter form.
  • Organizing meeting records. Turn meeting notes into a readable form.
  • Handling inquiries. Assist with drafting replies and creating standard responses.
  • Internal knowledge search. Make it easier to find needed information from internal materials and manuals.

Convenient as it is, care is required regarding how input information is handled and the accuracy of the answers. The premise is to set rules on what may be entered, and to use the answers only after a person has reviewed them.

Image

A visual overview

Generative AI supports your work, but care is needed in how the information you enter is handled.

Employee No sensitive data Generative AI Assists work Drafting / summarizing Use Internal knowledge search Use Handling inquiries Use With the right service and rules, generative AI supports your business
Visual Guide

Understanding Generative AI with Diagrams

For those less comfortable with technical terms, three diagrams explain how to use generative AI safely.

Diagram

An analogy: a capable assistant you don't hand secrets to

Employee Generative AI Capable assistant Drafting / summarizing OK Internal knowledge search OK Entering confidential data Caution Helpful for general tasks, but avoid entering confidential data and follow the rules.
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Generative AI is a capable assistant. It is effective for general tasks, but avoid entering confidential data and use it in line with the rules.

Diagram

Before / after: unguarded vs. safe use

Unguarded use Safe use Employee Free AI Enters confidential data Training and leakage risk Input may persist outside the company Employee Business AI Following internal rules Safe, productive use Input data not used for training
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Entering confidential data into free AI carries a leakage risk. With business AI and internal rules, you can use it safely.

Diagram

Step by step: starting to use it safely

1 Define the purpose Clarify what to use it for 2 Set internal rules e.g. prohibited input 3 Choose business AI No-training setting 4 Use safely A person reviews output Allow
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Define the purpose and rules, choose a business AI that protects data, and then use it safely on the premise that a person reviews the output.

Pros

Benefits of adoption

  • Less time on routine work. Get repetitive tasks done quickly.
  • Efficient drafting and summarizing. Reduce the effort of creating first drafts.
  • Use of internal knowledge. Make accumulated materials easier to find and use.
  • Support for handling inquiries. Smooth out responses with draft replies.
  • A sounding board for ideas. A partner to organize thoughts and broaden options.
Cons

Cautions and risks

  • !Care with entering confidential and personal data. Choose business plans or settings where data is not used for training.
  • !Answers are not always accurate. Always have a person check the content.
  • !Attention to copyright and compliance is required.
  • !Establishing usage rules. Decide in advance what information may be entered and how reviews are handled.
Products

Major generative AI services for business

These are representative generative AI services often used in business. Business plans handle information differently from consumer plans — for example, you can choose settings where input data is not used for training. It is important to choose based on your use case and fit with your existing environment.

* Product names and URLs are general information as of 2026. Please check each vendor's official site for the latest details.

How to Start

A path to safe adoption (a typical approach)

Letting everyone use it freely company-wide from the outset can lead to unexpected trouble with how information is handled. A realistic approach is to set objectives and rules and proceed in stages.

STEP 1PROCESS
Define the purpose Clarify which tasks it will be used for and why, and define the effects you expect.
PurposeTarget tasks
STEP 2PROCESS
Select the service Choose a business-oriented service that protects input data and does not use it for training.
Business planData protection
STEP 3PROCESS
Set usage rules Define rules such as what information must not be entered and how a person reviews the answers.
Prohibited inputReview process
STEP 4PROCESS
Pilot rollout Try it in some departments to check usability, effectiveness, and operational issues.
Some departmentsVerify effects
STEP 5PROCESS
Company-wide rollout and training If there are no problems, expand the scope and provide training on usage and rules.
Company-wideTraining
Model Case

An adoption scenario at a mid-sized company

A hypothetical model case based on inquiries we often receive. The actual approach and effects vary by environment.

Case

~400 employees, already using Microsoft 365

Challenge: Many employees enter business information into free generative AI at their own discretion, and usage varies from department to department. They are concerned about data leakage, yet want to advance adoption company-wide.

Existing environment: Already using Microsoft 365.

Before Employee A Employee B Employee C Free AI Data leakage risk Employees enter business data into free AI at their own discretion After Employee A Employee B Employee C Business AI Business use Allow Sensitive input Block Safe use through business AI and clear rules
  • 1Roll out a business plan such as Copilot company-wide, standardizing on a data-protected environment.
  • 2Establish company-wide usage rules that define what information must not be entered.
  • 3Pilot in some departments to verify usability and effectiveness.
  • 4If there are no problems, roll out to all departments in stages and train on usage and rules.

Outcome: The company standardized on a safe environment and improved productivity. The risk of data leakage from unauthorized input into free services was reduced, and usage that had varied by department was standardized.

* The above is a hypothetical model case. The actual configuration and effects vary depending on your environment.

FAQ

Frequently Asked Questions

  • QWhat does using generative AI in business mean?
    Generative AI is a technology that produces text and other content in response to the instructions (prompts) it is given. In business, it can be applied to document drafting, summarization, organizing meeting records, handling inquiries, and internal knowledge search.
  • QWhat are the benefits of using generative AI in business?
    You can expect less time on routine work, more efficient drafting and summarizing, better use of internal knowledge, and support for handling inquiries. At the same time, care is needed regarding how input information is handled and the accuracy of the answers.
  • QIs it safe to enter confidential or personal data?
    With free consumer services, what you enter may be used for training, so care is required when entering confidential or personal data. Business plans handle information differently from consumer plans, for example by offering settings where input data is not used for training.
  • QCan the answers be used as they are?
    Generative AI answers are not always accurate, so the premise is to use them only after a person has reviewed the content. Attention to copyright and compliance is also required.
  • QHow should a company start adopting it safely?
    A realistic approach is to proceed in stages: define the purpose, select a business-oriented service that protects data, set usage rules covering prohibited input and the review process, run a pilot in some departments, and then roll out company-wide with training.

Talk to us about using generative AI safely

From concerns such as "employees are using AI at their own discretion and we are worried," "we want to choose a business-oriented service," or "we want to put usage rules in place," we support the safe use of generative AI.

Contact us