Use AI assistance to prepare summaries and checks of project records. Keep source review and professional judgment with the authorised project team.
Select the records relevant to the question and confirm that they may be supplied to the active provider under your processing arrangements. Minimise unnecessary personal or sensitive information. The useful input is the project context and source evidence needed for the task, rather than every document your team has collected.
Inspect source references, units, dates, quantities and assumptions before relying on a summary or check. AI can omit information or generate an incorrect explanation. A confident answer or a citation is not proof of accuracy. Keep missing evidence explicit and correct material errors before preparing an output for release.
An authorised reviewer decides whether the output is suitable for the intended use. AI does not independently certify work, approve a payment or issue a professional conclusion. Preserve the relevant sources and material human changes with the reviewed record so another person can understand how the final decision was reached.
Starter, Team and Portfolio list 20, 50 and 100 AI reviews per month respectively in the current billing catalogue. Availability also depends on enabled workflows and configuration. Read the AI-use and subprocessor disclosures and confirm processing requirements before supplying customer information. An allowance does not establish a particular model, unlimited retries or verified EU residency.
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