My AI Policy:
I consider it my professional responsibility to engage with AI critically and thoughtfully, even as I have misgivings about the ecological, social, and technological risks it poses.
I’m not immune to the anxiety many of my clients feel about how it is changing professional roles.
Assistive AI: I regularly use Granola, an assistive AI transcription/notetaking utility, in client meetings. I use these transcripts to supplement my memory and the notes I take by hand, and to assist in pattern recognition over time and across clients. Clients may always opt out, or may request the meeting transcript for their own review and use. This software uses voice recognition technology to transcribe coaching conversations, but does not produce recordings, or permit third party tools to train on the data. My settings do not permit Granola to use any anonymized data from my account.
Generative AI: In my business, I use Claude’s chatbot features for occasional editing review of my original writing, and for coaching and thought partnership in my business processes (e.g. adjusting my CRM settings or drafting a marketing plan). From time to time, I use Claude to reformat documents that I have produced, or to produce first drafts of summary documents for client use. It is my practice to redact personally-identifying information from any client materials or transcripts before using Claude for summaries or action plans.
I do not use generative AI for writing.
Outside of my business, I have been experimenting with ClaudeCode to build software, and the chat features for fitness and nutrition tracking.
For every dollar I spend on AI services, I donate $2 to the Nature Conservancy. This represents my desire to recognize and partly offset some of the negative externalities caused by these technologies.
