Where things stand
We run all of this on TechEd Analyst's own business today. We are opening it to 5 to 10 businesses once our legal review and insurance are complete, expected in early 2027. Joining now holds your place and your price; nothing is charged until you start.
1. Find
Connect Google Workspace or Microsoft 365, and n8n if you use it, or fill in the checklist by hand. Every AI tool and automation lands in one register.
2. Decide
Mark each one approved, approved with limits (for example, no client data) or not approved. Every decision is logged with who made it and when.
3. Apply
On company browsers, the TechEd Analyst extension applies your decisions on the device: it can redirect a tool you did not approve and check a paste for card numbers or client names before it reaches an AI tool. Risky automation steps can wait for your approval.
4. Answer
Your AI use policy and answers to client AI questionnaires are drafted from your own register. You approve every word; when the register changes, the documents are flagged for review.
5. Show
A weekly email of what changed and a monthly report you can send to a client or insurer.
The browser extension checks on the device and sends only counts, so what your staff type or paste never reaches us. We keep tool names, your decisions and dates, not email, file or prompt content. See what we keep and who processes it.
TechEd Analyst organizes records and drafts documents for you to review. It is not legal advice, and it does not make a business compliant with any law.