Roll out Claude in three stages: agree what may and may not go into it, start a small group on two or three real tasks, then train the wider team on what that group learned. Most of the value comes from the rules and the examples, not from the tool.

What guardrails does a healthcare marketing team need?

• No patient information, and no personal data about named individuals.

• No confidential client or commercial information unless your plan and your contracts allow it.

• Every factual or clinical statement is checked against the source material by a person.

• Claims are reviewed through your normal medical, legal and regulatory process.

• A named person signs off anything that will be published.

Write these on one page and get your IT and data protection leads to agree them before anyone starts.

What should happen in the first 30 days?

• Choose a pilot group of three to five people.

• Pick two or three tasks they do every week, such as first drafts, summarising research or repurposing approved content.

• Set up a shared Project for each task, holding the brand guidelines and approved messages.

What should happen in days 31 to 60?

• Turn the prompts that work into a shared playbook.

• Run a hands-on session for the wider team using your own documents.

• Agree where a human check sits in each task.

What should happen in days 61 to 90?

• Review what was produced and where errors were caught.

• Build custom skills for the tasks that repeat most.

• Decide what to expand, what to change and what to stop.

Does the team need technical skills?

No. The work is writing clear instructions and checking output carefully, which marketers already do.

What is the most common mistake?

Buying licences and sending an announcement. Without rules, examples and a named owner, use fades within weeks.

This is practical guidance, not legal advice. Check your organisation’s data protection and AI policies before you start.