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AI & Automation Resources

Practical Resources to Help You Move Forward With AI

 

AI adoption is accelerating across every industry, but many organisations are still navigating how to introduce AI in a way that's productive, secure, and well-organised.

 

This Resource Library brings together Apex's practical AI tools, assessments, and downloadable guides to help business owners and senior leaders reduce Shadow AI risk, unlock automation opportunities, and adopt AI safely.

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Interactive Tools and Assessments

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Shadow AI Risk Checker

Shadow AI is one of the fastest-growing business risks today - employees using public AI tools without visibility, policy, or safeguards.

 

This quick risk check helps you understand:

 

•  Whether AI usage is already happening informally

•  Where governance gaps may exist

•  Your current risk level (low, medium, high)

•  Practical next steps to take

 

Take the Shadow AI Risk Checker Quiz here.

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AI ROI and Business Value Calculator

AI ROI often comes from saving time across high-frequency tasks like reporting, documentation, and communication.

 

Use this tool to explore potential:

 

•  Hours saved per employee per week

•  Department-level productivity gains

•  The business value of secure AI adoption

 

Calculate your potential savings here.

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AI Readiness Assessment

Not sure where to begin with AI and automation? Our AI Readiness Assessment helps business leaders understand their starting point and identify the most valuable next steps.

 

This assessment is designed to support organisations with:

 

•  Visibility into current AI usage

•  Early identification of Shadow AI risk

•  Prioritising high-impact use cases

•  Introducing secure tools like Microsoft Copilot

•  Establishing proportionate governance

 

Get in touch to request an AI Readiness Assessment.

Want help applying AI in your organisation?

 

Apex supports Manchester-based SMEs with practical, secure AI adoption powered by Microsoft Copilot - helping teams unlock productivity without unmanaged risk.


Downloadable Guides and Action Plans

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Leaders Guide: Talking to Your Teams About AI

Practical conversation starters for business owners and senior leaders.

 

AI adoption starts with openness, not restrictions. This short guide helps leaders:

 

•  Start AI conversations confidently

•  Encourage transparency and safe usage

•  Introduce approved tools without resistance

 

Download your free Leaders Guide today.

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Shadow AI Action Plan

A step-by-step guide to reducing unmanaged AI risk.

 

This Action Plan outlines how organisations can:

 

•  Bring AI usage into the open

•  Set clear boundaries on safe data use

•  Introduce secure alternatives like Copilot

• Educate teams and scale adoption responsibly

 

Download the Shadow AI Risk Action Plan.

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AI Prompt Playbook

Safe, role-based prompts to share with your team for everyday business tasks.

 

A practical library of approved starting-point prompts for your team to test and build on across:

 

•  Leadership and senior managers

•  Finance

•  IT and operations

•  Sales and marketing

•  HR and recruitment

 

Visit our Use Case library with Prompts

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AI Usage Policy Template

Clear guidance is one of the fastest ways to reduce Shadow AI risk and support safe adoption. To help organisations move quickly, we've created an editable document that you can brand to your own organisation for your AI Usage Policy and adapt internally.

 

The template includes guidance on:

 

•  Approved and prohibited AI usage

•  Data protection and confidentiality boundaries

•  UK GDPR considerations

•  Accuracy, transparency, and human oversight

•  Procurement and ethical safeguards

• Ongoing review and training expectations

 

Download the AI Policy Template here.

Practical Resources by Business Priority

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If your priority is reducing risk...

Start here:

 

wrench (1)Shadow AI Risk Checker

AI Governance guidance

Shadow AI Action Plan

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If your priority is productivity and automation...

Start here:

 

wrench (2)  AI Use Cases by Department

  Prompt Pack

  ROI insights

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If your priority is structured adoption...

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Whether you're starting with one team or planning a wider rollout, Apex can help you turn these use cases into secure, measurable improvements.

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