SafeWave Business AI Risk Snapshot

Identification

Business Information

You may complete this anonymously, but an email is needed if you want SafeWave to deliver a report.

Name (optional)

Role / Title (optional)

Company / Organization (optional)

Email (optional)

Phone (optional)

Industry / sector

Approximate business size

Single choice

Solo / micro business Small business: 2–25 employees Growing business: 26–100 employees Mid-sized business: 101–500 employees Larger business: 500+ employees Unknown / prefer not to say

Briefly describe what the business does.

Section 1

Current AI Use

This section identifies where AI is already being used in the business.

1.2 How important is AI to daily operations today?

Single choice

Experimental or occasional use Helpful but not critical Important to regular workflows Business-critical or difficult to operate without Unknown / not evaluated

1.3 Is AI used internally, customer-facing, or both?

Single choice

Internal only Customer-facing only Both internal and customer-facing Not sure

Section 2

Data, Access & Authority

This section identifies what AI can access and whether it can trigger actions.

2.1 What kinds of business data can AI tools access or process? Select all that apply.

Multi-select

No meaningful business data General non-sensitive business information Customer data Employee or HR data Financial, payment, billing, or pricing data Contracts, legal, compliance, or regulated information Proprietary, confidential, or trade-secret information Health, safety, children, vulnerable-person, or sensitive personal data Unknown / not sure

2.2 Can AI trigger actions or workflows?

Single choice

No — advice, drafting, or analysis only Drafts messages, recommendations, or work products for human review Sends messages, updates records, or changes entries after human approval Can trigger business workflows or downstream steps Can take some actions automatically Unknown / not sure

2.3 Can AI influence or execute financial actions?

Examples: payments, refunds, pricing, purchases, invoices, payroll, discounts, credit, collections, or financial recommendations.

Single choice

No financial role Recommendations only Financial actions may occur but require human approval Limited automatic financial actions are possible Unknown / not sure

Section 3

Customer, Public & Reputation Exposure

3.1 Does AI communicate with customers, prospects, vendors, employees, or the public?

Single choice

No Drafts content for human review Responds directly in limited settings Publishes online, sends outreach, or communicates broadly Handles complaints, support, sales, health, finance, legal, or sensitive interactions Unknown / not sure

3.2 If AI output is wrong, misleading, inappropriate, or exposed, what could happen? Select all that apply.

Multi-select

Minor inconvenience or rework Customer confusion, complaint, or service issue Reputational damage Financial loss Privacy, confidentiality, or data-exposure issue Legal, compliance, or regulatory exposure Safety, physical, or operational harm Unknown / not sure

Section 4

Human Review & Controls

4.1 Who reviews AI output before it is used?

Single choice

4.2 Can your business stop, pause, reverse, or correct an AI-driven action if something goes wrong?

Single choice

Yes, easily Partly, depending on the system No clear process Unknown / not sure

4.3 Does the business have written rules for AI use?

Single choice

Yes, written rules or policy Informal rules only No clear rules Unknown / not sure

Section 5

Connected Systems & Workflow Expansion

5.1 Which systems can AI access, connect to, or influence? Select all that apply.

Multi-select

None Email, messaging, or calendar Website, ecommerce, booking, or online forms CRM or customer database Accounting, payments, invoicing, payroll, or billing Inventory, operations, logistics, or project systems HR, employee, or scheduling systems Multiple connected systems Unknown / not sure

5.2 Can one AI action trigger other actions automatically?

Single choice

No Limited and predictable Yes, multiple downstream steps are possible Yes, and the full chain may be unclear or difficult to track Unknown / not sure

Section 6

Problems, Risk Signals & Future Use

6.1 Has the business already seen any AI-related issues? Select all that apply.

Multi-select

Incorrect answers or hallucinations Customer confusion or complaint Bad recommendations or poor decisions Privacy, data, or confidentiality concerns Unauthorized, unexpected, or hard-to-explain actions Repeated errors or workflow failures Staff over-reliance on AI output None observed Unknown / not sure

6.2 What is the worst likely consequence if AI fails, misleads, or acts outside expectations?

Single choice

Minor inconvenience Lost time or rework Customer complaint or trust issue Financial loss Legal, compliance, or regulatory problem Safety or physical-world issue Major business disruption Unknown / not sure

6.3 Will the business increase AI use in the next 12 months?

Single choice

No significant increase expected Some increase expected Significant increase expected Unknown / not sure

6.4 Which future AI uses are being considered? Select all that apply.

Multi-select

Customer service or support Sales, marketing, or public content Finance, accounting, billing, or pricing HR, hiring, scheduling, or employee management Operations, logistics, inventory, or workflows AI agents or multi-step workflow automation Robotics, devices, vehicles, machinery, or physical systems Decision support for important business choices Not sure

6.5 Would the business like a deeper assessment or partner guidance if risk signals are found?

Single choice

No, basic snapshot report only Maybe, depending on the findings Yes Not sure

Final

Additional Notes

Is there anything important about your business, AI tools, workflow, risks, or goals that was not captured above?