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Teams need shared AI rules. How IM Omni can help

A list of tools is not enough. See why AI use should connect to roles, knowledge and responsibility in everyday work.

IM Omni · A guide to capabilities and use cases
Published: 2026-09-14 · Updated: 2026-09-14

Everyone uses AI differently. The company lacks a shared reference point.

One person uses AI to draft messages, another to work with documents, and a third tries a tool found online. Without shared agreements, it is difficult to know which uses are permitted, what information may be used and who checks the output before it is used further.

The described IM Omni scope includes rules for AI use: policies, tools and oversight. Treat this as part of how work is organised, connected to people and processes, rather than simply somewhere to store general terms.

Connect AI use to a specific responsibility

For a selected task, the team should know which tool it may use, which sources are permitted and who evaluates the result. A draft internal note needs a different review from a message the company intends to send to a customer.

IM Omni presents processes, knowledge and AI rules in a shared organisational context. This can help connect a rule to where it applies. It does not mean that all prohibited actions are automatically blocked. Required technical controls, permissions and integrations must be defined and verified separately.

Example: AI drafts a customer reply

In this example process, an employee wants to draft a reply about non-standard terms. Before using AI, they need agreement on the tool and the information they may provide. After receiving a draft, they must check it against the current procedure and send the terms to the right decision-maker.

A practical rule therefore defines not only that AI may be used, but also its purpose, permitted data, responsibility for checking and the approval point. Connecting it to a process makes it easier to discuss through a real task than through an isolated list of prohibitions.

Why keep these rules in a shared environment

This area is particularly useful when several teams use AI, new tools appear or employees do not know whom to ask about a permitted use. A shared reference point may reduce inconsistent interpretations and make changes easier to discuss.

Check whether an employee can find the rule for their own task and identify the decision-maker. Publishing a policy alone does not prove that the team knows it or that all requirements are met. Training, a policy owner and periodic workflow reviews are needed.

Start with one team and a few use cases

Collect the tools in use and the tasks where the team wants AI support. For each, describe the purpose, information involved, responsible person and review method. Then choose the scope to be reflected in the IM Omni environment.

Selecting modules and access rules is part of the agreed AI Reveo Automation service. This article explains the organisational purpose of the capabilities, not a promise of automatic compliance or confirmation of a particular security configuration.

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