agency AI policy template

Agency AI policy template

AI policy guidance for agencies and consultancies using generative AI in client work while protecting client data and trust.

Buyer

Agency owners, consultancy operators, account leads, creative directors, and operations teams

Problem

Agencies often use AI in client work before defining client-data restrictions, disclosure guidance, review standards, and approved tools.

What to look for

• Client-data rules covering non-public materials, campaign data, strategy, credentials, and personal data.
• Review requirements for factual accuracy, tone, confidentiality, claims, and source sensitivity.
• Disclosure guidance for contracts, client policies, and AI-assisted deliverables.

Red flags

• Client materials are uploaded to public AI tools without approval.
• AI output goes to clients without human review.
• Account teams do not know when disclosure is required.

FAQ