Skip to content
Skip to content

Practical AI project guide · By Yes AI

How to find the AI tools your staff already use

Published 6 min read

Before writing AI rules, find out what is already in use. Staff sign up for free tools, install browser extensions and switch on AI features inside software the business already pays for, usually to get work done faster. This guide sets out where to look, what each source can show you and how to sort what you find.

Quick answer

Combine four checks: a short, no-blame staff survey about the tools and data people use; the Microsoft 365 or Google Workspace admin consoles, which show third-party apps connected to company accounts; card and expense records for AI subscriptions; and the settings of your existing software for built-in AI features. Record each use in an AI register, then approve it, approve it with conditions, replace it with an approved tool or stop it.

IT coordinator and office manager in a Perth office comparing printed survey answers with a laptop
A staff survey and the admin console each find AI use the other misses.

Why find existing AI use before writing rules?

A policy written without knowing current use either bans tools that staff depend on or misses the risky ones. The National AI Centre recommends an AI register that captures all AI systems, including AI features embedded in common software, and notes that a shared register helps reduce shadow AI use. The OAIC adds a privacy reason: obligations apply to personal information entered into an AI system and to outputs that contain it, and as best practice it recommends that organisations do not enter personal information, particularly sensitive information, into publicly available generative AI tools. Neither piece of guidance can be applied until you know where the data is going.

Where does unapproved AI use show up?

Shadow AI is rarely one tool. In most businesses it is spread across personal accounts, add-ons and features that arrived in a software update. Look in each of the places below and record what you find as you go. Include contractors and casual staff, who often bring their own tools, and include phones as well as computers. Each place needs a different check, so a single question at a staff meeting will not find them all.

  • Chat assistants used on personal or free accounts in a browser or phone app.
  • Browser extensions that read pages, rewrite text or summarise email.
  • Meeting note-takers and transcription bots that join video calls.
  • Third-party apps staff have connected to their work email, calendar or files.
  • AI features switched on inside accounting, customer management, HR, design or helpdesk software.
  • Paid AI subscriptions on company cards or claimed as expenses.

How do you ask staff without driving use underground?

Say why you are asking before you ask: to find out what helps, choose approved tools and protect client information. Make it clear that answers will not be used for discipline. Use a short form, named or anonymous to suit your workplace, with the questions below. Ask for a description of the task and leave the content out, so nobody pastes client data into the survey. Share a summary of the results and what will change, because staff who see their answers lead to a better tool are more likely to report honestly next time.

  • Which AI tools or features have you used for work in the last month?
  • Which tasks did you use them for?
  • Was it a personal account, a free account or a work account?
  • What kind of information went in: public, internal, client or personal details?
  • What would you lose if the tool were unavailable tomorrow?

What can the Microsoft 365 and Google Workspace consoles show?

Both platforms record third-party apps that staff have allowed to access company data. In Microsoft Entra ID, all users can by default consent to apps for permissions that do not need administrator consent, such as access to their own mailbox. An administrator can review the user consent settings under Enterprise apps, Consent and permissions, and Microsoft recommends allowing user consent only for apps from verified publishers. In the Google Admin console, Security, Access and data control, API controls, Manage App Access lists configured apps, apps that have accessed Google data and apps pending review. Google notes that app details typically appear 24 to 48 hours after authorisation.

How do you check AI features in software you already pay for?

Built-in features are the easiest to miss because nobody installed anything. List your main business systems, then check each vendor's admin settings and recent release notes for AI features, whether they are on by default and who can switch them off. Ask each vendor in writing what data the feature sends and where it is processed, whether your data is used to train models, and whether the feature can be disabled for a user or a team. The OAIC lists similar due diligence points, including data flows, third-party access and whether features can be disabled.

What should you do with what you find?

Record every use in the AI register with the tool, the task, the account type, the data involved and an owner. Then sort each one into one of the decisions below. Where you stop a tool, offer an approved alternative for the same task on the same day if you can, otherwise the use tends to move to a personal phone where you cannot see it. Repeat the discovery at a set interval and whenever a major software update adds AI features.

  • Approve: low-risk use on a business account with acceptable data terms.
  • Approve with conditions: allowed for named tasks or data types only, with a review date.
  • Replace: the task is legitimate but the tool or account type is not, so move it to an approved tool.
  • Stop: client or personal information is going into a public tool, or the terms are unacceptable.

Where to look for existing AI use, and the limits of each source

SourceWhat it showsWhat it missesWho can check
Staff surveyTools, tasks, account types and data types, in staff's own wordsAnything people forget or prefer not to mentionOperations manager or AI governance owner
Microsoft Entra enterprise apps and consent settingsThird-party apps granted access to Microsoft 365 data, and whether users can grant itTools used in a browser without connecting to company accountsMicrosoft 365 administrator or IT provider
Google Admin console API controlsConfigured apps, apps that have accessed Google data and pending requestsTools that never connect to the Google accountGoogle Workspace administrator
Card and expense recordsPaid AI subscriptions and who holds themFree tools and free tiersFinance officer or bookkeeper
Vendor admin settings and release notesAI features built into existing software and their default settingsHow staff actually use those featuresOwner of each business system
Video meeting settings and attendee listsNote-taker bots joining meetingsRecordings made on personal devicesMeeting platform administrator

Practical checklist

  • Tell staff the purpose of the discovery and that answers will not be used for discipline.
  • Run the staff survey without asking anyone to paste client content.
  • Review third-party app access in Microsoft Entra or the Google Admin console.
  • Check card and expense records for AI subscriptions over the last 12 months.
  • List the AI features in each core business system and whether they are on by default.
  • Record every finding in the AI register with an owner and a decision.
  • Offer an approved tool for each legitimate task before stopping an unapproved one.

Common questions

Should we just block ChatGPT and similar sites?

Blocking without an alternative tends to move use to personal phones, where you have no visibility at all. If the concern is client or personal information, the OAIC's best-practice advice is not to enter it into publicly available generative AI tools. That points to providing an approved business tool with acceptable data terms and a clear rule about what information can go in.

Can we monitor what staff type into AI tools?

Get advice on your workplace privacy and surveillance obligations before monitoring individual activity, and tell staff what is checked. Most businesses get more useful information from the admin consoles, expense records and an honest survey than from monitoring what people type, and those checks are easier to explain to staff.

Do AI meeting note-takers count?

Yes. A note-taker that joins a call records and processes what everyone says, including clients and job applicants who did not install it. Treat each one like any other AI tool: record it in the register, check where recordings and transcripts are stored and for how long, and decide whether attendees must be told before it joins.

What about staff using AI on personal accounts?

If the work involves business or client information, the account type matters more than the device or location. Free and personal accounts can have different data terms from business plans of the same product. Your AI policy should say which account types are allowed for work tasks, and the survey should ask about account type so you know how common personal accounts are.

How often should we repeat the discovery?

Set a regular interval that suits how fast your tools change, and add triggers: a new software contract, a vendor update that adds AI features or a request for a new tool. The National AI Centre's register guidance encourages staff to check the register before deploying, buying or using any AI system, which turns discovery into an ongoing habit.

Sources and further reading

Continue planning

Turn the project decision into an agreed next step

Describe the business process, project stage and decision you need to make. We can discuss scope, evidence and who should own the next step. Keep confidential records, credentials and sensitive commercial details out of this enquiry.