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CHATGPT AND COPILOT AT WORK

ChatGPT, Claude, Gemini and Copilot for business: rollout, rules and training

Your people already use AI, often on personal accounts. We help you pick the right tool, roll it out with company accounts, connect it to your documents and write rules your team actually follows.

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In short

Using ChatGPT properly at work means adopting a business plan (ChatGPT Business or Enterprise, Claude Team or Enterprise, Gemini in Google Workspace, Microsoft 365 Copilot) with company-managed accounts and verified data settings, plus a usage policy and the training the EU AI Act calls for. UreTech compares the plans for your case, sets up access and connectors, integrates the tools with your systems and trains your people, while you buy the licences directly from the vendor or your usual supplier.

What happens when AI arrives on its own

The situation we find most often in SMEs.

Personal accounts

Everyone uses their own free version. The company does not know what data went in and cannot revoke access when someone leaves.

Customer data in prompts

Contracts, quotes and personal data end up in tools whose privacy settings were designed for consumers.

Different results for everyone

Those who write good prompts get a lot out of it; the others give up. Nobody shares what works.

Overlooked obligations

The EU AI Act has required AI literacy measures since 2 February 2025, and Italian Law 132/2025 adds rules for some professions.

How to choose between ChatGPT, Claude, Gemini and Copilot

The right question is not which model is best overall, because the ranking changes every few months. What matters is where your people already work and which data they need.

Microsoft 365 Copilot

Makes sense if the company lives in Outlook, Teams, Word, Excel and SharePoint. It works on the documents each user can already open, so SharePoint and OneDrive permissions must be cleaned up first: a file shared with everyone by mistake becomes an answer for everyone.

Gemini in Google Workspace

The natural choice for companies on Gmail, Drive and Meet. Here too, order in shared folders comes before AI.

ChatGPT Business or Enterprise

The most widespread, and the one people already know from personal use, with connectors to Google Drive, SharePoint and other services. Good as a general assistant and for building assistants dedicated to one department.

Claude Team or Enterprise

Strong on long documents, analysis and technical writing, and it connects to other tools through the MCP protocol. A good alternative or companion for legal, technical and admin teams.

Many companies end up with two tools: the office-suite one for everyone and a specialist one for a department. Per-user prices, usage limits and data terms change often: we check them on the official price lists on the day we prepare the proposal. If data cannot leave the company, the route is a private on-premises model.

What we do, step by step

You can ask for the whole journey or just one part.

Plan selection

Plans compared on your use cases, number of users and data, with annual list costs.

Access and security

Verified domain, single sign-on where the plan supports it, admin roles, settings on data retention and use.

Connecting your data

Connectors to Drive, SharePoint or company folders with the right permissions. We fix wrong sharing first.

Integration with your systems

Custom assistants and API or MCP links to ERP, CRM and databases when live data is needed.

Usage policy

Written rules: which tools, which data is allowed, who checks results, what to tell customers.

Role-based training

Hands-on sessions on each department’s real tasks, with prompt examples and pitfalls.

ChatGPT and GDPR: what to check

The main vendors’ business plans state that customer business data is not used to train their models unless the company opts in. Turning on the right plan is not enough, though:

  • check where data is stored and for how long, and whether the plan offers data residency in Europe;
  • sign the vendor’s data processing agreement (DPA) and update your record of processing;
  • decide which categories of data never go into the tools, such as health data or confidential documents;
  • if an assistant talks to customers, from 2 August 2026 it must say it is an AI (Article 50 of the EU AI Act).

For each point you get a sheet citing the vendor’s official source and the date we checked it. For legal assessments we work with your DPO or privacy adviser.

An example of how we handle sensitive data: the assistant on our own website runs on an open-weight model on one of our servers rather than an outside service. It is the same approach we propose when ChatGPT or Copilot are not enough.

Assistants dedicated to one department

After rollout, the step that pays off most is almost always a dedicated assistant: a custom GPT, a Claude project or a Copilot agent with the instructions, documents and tone of one department. Engineering loads manuals and product sheets, customer service the approved standard answers, accounts the internal procedures.

We build them with the people who will use them, test them on real questions and agree who updates them when documents change. When an assistant needs data that changes daily, such as orders or stock, we connect it to your systems with a custom AI agent.

The typical journey

A few weeks, without stopping work.

1

Free review

Who already uses AI, for what, with which data. Thirty minutes is enough to see where to start.

2

Proposal

Recommended tool, list licence costs, setup work and training schedule.

3

Setup

Accounts, access, connectors, data settings and a pilot group.

4

Policy and training

Written rules and sessions by department, then rollout to everyone.

5

One-month check

Who uses it and for what, where a dedicated assistant or integration is needed.

Technology ecosystem

The models we work with

We build with the main vendors’ models and with open models installed on-premises, choosing case by case.

ChatGPT and Copilot at work FAQ

Yes, with a business plan, company-managed accounts, the vendor’s data processing agreement signed and clear rules on which data goes in. The free personal version is not suitable for company data.
According to OpenAI’s published terms for business plans, no, unless the company opts in. We still check the terms in force at rollout and the workspace settings.
ChatGPT and Claude are general cloud assistants; Copilot and Gemini work inside the office suite on the user’s documents; a private AI runs on your servers or a dedicated EU cloud and data stays in.
Directly from OpenAI, Anthropic, Google or Microsoft, or from your usual supplier: the contract and billing stay in your name. We handle selection, setup, integration and training, with advice that stays independent of the vendor.
It sees what the user can already open. If SharePoint has folders shared with everyone by mistake, Copilot can quote them. That is why we review permissions before switching it on.
Yes. It sets out which tools are allowed, which data never goes in and who checks the output. It is also one of the ways to show you have taken the AI literacy measures the EU AI Act requires.
Yes, through custom assistants that call the ERP’s APIs or through the MCP protocol. We grant read-only access where that is enough and ask a person to confirm before anything is written.

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