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Last updated August 18, 2026

AI Use Policy

This AI Use Policy applies to Assisted AI features in KM Execution System, including AI Intake, AI weekly report drafting, and on-demand AI dashboard analysis.

Assisted AI is designed to help authorized teams turn planning text and current execution records into draft records, recommendations, and reports. It is optional, human-controlled, and not a substitute for professional judgment.

1. Optional and Organization-Controlled

Assisted AI is disabled unless an authorized workspace owner enables it in organization settings.

When Assisted AI is off, KM Execution System does not send workspace text or execution records to the AI provider through Assisted AI features. Owners are responsible for deciding whether Assisted AI is appropriate for their organization and for managing access to it.

2. Who Can Use It

Only authorized workspace owners and managers may use AI Intake, AI weekly report drafting, and AI dashboard analysis. Members cannot submit these Assisted AI requests.

Customers are responsible for ensuring that users authorized to use Assisted AI understand this Policy and the customer's own information-handling requirements.

3. What Assisted AI Does

AI Intake may analyze text that an authorized user deliberately submits and return draft suggestions for projects, tasks, risks, budgets, dependencies, and follow-up questions. AI weekly report drafting may analyze the selected project's current status, dates, budget fields, tasks, dependencies, risks, and limited prior report context to prepare draft report sections, execution alerts, and recommended actions. On-demand AI dashboard analysis may analyze active organization projects, tasks, dependencies, risks, budget fields, and recent reports to provide a read-only portfolio summary, highlights, and suggested next actions.

The Service provides only the organization and project context needed for the requested output. Dashboard analysis does not create or modify records.

4. Human Review Is Required

AI Output is a draft only. It may be incomplete, inaccurate, misleading, or unsuitable for the customer's situation.

No projects, tasks, risks, dependencies, assignments, reports, or other execution records are created from AI Output until an authorized user reviews the suggestions and chooses to create them. Users must verify dates, budgets, dependencies, assignments, risks, summaries, recommendations, and all other material details before relying on or saving AI Output.

5. Information You Must Not Submit

Unless KM Consulting has agreed in writing that the Service is appropriate for the use, do not submit protected health information, payment card data, government classified information, export-controlled technical data, highly sensitive personal information, sensitive legal evidence, safety-critical approval records, or other information subject to heightened legal, contractual, or regulatory restrictions.

Do not submit information that you do not have the right to use or disclose to KM Consulting and its service providers.

6. AI Provider and Data Handling

KM Consulting uses the OpenAI API for Assisted AI. Depending on the action requested, submitted text or limited workspace context needed to generate intake suggestions, a report draft, or dashboard insights is transmitted to OpenAI.

KM Consulting requests that the Responses API does not store application response state for the request. OpenAI states that API inputs and outputs are not used to train its models by default unless the API customer opts in to data sharing. OpenAI may retain limited content in abuse-monitoring logs according to its then-current data controls and legal obligations.

KM Consulting's AI interaction audit records are designed to retain request metadata, a cryptographic hash and length for submitted intake text where applicable, and usage/outcome information rather than the submitted source text or full workspace context itself.

7. No Professional Advice or Automated Decisions

Assisted AI does not provide legal, medical, financial, tax, investment, regulatory, compliance, safety, or other professional advice. It must not be used as the sole basis for decisions that require qualified review, formal approval, or independent verification.

Customers and users remain responsible for all decisions, actions, approvals, compliance obligations, and outcomes arising from their use of the Service or AI Output.

8. Changes and Availability

KM Consulting may change, limit, suspend, or discontinue Assisted AI features to address security, legal, provider, product, operational, or business needs.

Questions about Assisted AI or this Policy may be sent to info@consultingkm.org.

Questions about this policy may be sent to info@consultingkm.org.

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