Author: Mark DeGrasse

This form exists to help Pasos evaluate any new AI platform before it’s used for company work.

AI tools can affect client privacy, company security, brand quality, and how our team operates day-to-day. The questions in this form collect the exact details management needs to decide whether a tool is safe, useful, and worth approving.

If a platform is approved, your answers also help us build the right policies and procedures for using it correctly, including what it can be used for, what information should never be entered, who can use it, and how we will roll it out and manage it inside Pasos.

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Requester Details

Please enter your contact details, so we can give you proper credit for this blog post.

Name *

First

Last

Email *

What is your position at Pasos Al Exito?

What is the name and position of your manager?

Custom GPT Specifications

Please submit information about your new custom GPT.

What is the name and company of the AI Platform you want to use? *

What is the ideal result you're hoping to achieve with this AI Platform? *

Who will use it, and how often?Just meMy teamMultiple teamsCompany-wide

How often do you expect it to be used? *--- Select Choice ---DailyWeeklyMonthlyOnly occasionally

is up this

Estimated monthly cost per person (if known): *--- Select Choice ---$0Under $25$25–$100Over $100Not sure

What is the “win” if we approve it? (pick up to 2) *

• Saves time
• Improves quality (fewer mistakes, better output)
• Helps us respond faster to clients/leads
• Helps us sell more
• Helps us reduce costs
• Other (Add your own)

Other Wins:

What do you want to use this AI tool for? *

• Writing or rewriting (emails, posts, scripts)
• Summarizing notes, meetings, or documents
• Customer support (chat, FAQs, messages)
• Marketing help (ads, content ideas, SEO help)
• Sales help (follow-ups, proposals, scripts)
• Data help (reports, spreadsheets, analysis)
• Automation (connecting tools, workflows)
• Other (Add your own)

Other Uses:

What information would you put into the tool? *

• Public info only (things already on the internet)
• Pasos internal info (training docs, SOPs, internal messages)
• Client information (names, emails, messages, account details)
• Financial info (payments, pricing, invoices, bank-related)
• Personal info (phone numbers, addresses, IDs)
• I’m not sure

Submit