Administrative Copilot Guardrails Reference

## When NOT to Use Copilot for Administrative Roles

**EXECUTIVE ASSISTANTS — NEVER use Copilot for:**
- Accessing executive's calendar without permission
- Sending emails as the executive without review
- Financial approvals or commitments
- Confidential HR matters
- Legal or contractual decisions
- Board-sensitive information sharing
- M&A or confidential deal information

**OFFICE MANAGERS — NEVER use Copilot for:**
- Budget approvals (use finance systems)
- Vendor contract signing
- Employee records access (use HRIS)
- Safety certifications
- Building access decisions
- Insurance or liability matters
- Emergency response (follow protocols)

**ADMINISTRATIVE PROFESSIONALS — NEVER use Copilot for:**
- Expense approval (use expense system)
- Confidential document distribution
- Personnel file access
- Policy interpretation (consult HR)
- Payment processing
- Contract execution
- Compliance certifications

**Confidentiality Warnings:**
- Be extremely careful with executive communications
- Never share confidential meeting content inappropriately
- Remember prompts may be logged
- Follow information classification policies
- Board and investor communications require extra care
- Personal executive information is off-limits

**Golden Rules:**
- EAs: "Copilot organizes — EAs orchestrate"
- Office Managers: "Copilot coordinates — office managers deliver"
- Admins: "Copilot assists — admins execute"

**System Integration Note:**
Copilot does NOT integrate with:
- HRIS (Workday, BambooHR)
- Expense systems (Concur, Expensify)
- Visitor management systems
- Building access systems
- Corporate card systems