Policy on AI Tools, Recording, and IP Content Protection

Policy on the Use of AI Bots, AI Note-Takers, and Digital Recording Technologies in Workshops, Webinars, and Training Sessions

Effective Date: 1 April 2025 (Updated)
Issued by: DrBrucePereira, LLC

1. Purpose and Scope

This policy outlines the permitted and prohibited use of AI bots, AI-powered note-taking tools, and other digital capture technologies during all workshops, webinars, coaching sessions, training engagements, and related services hosted or facilitated by DrBrucePereira, LLC.

2. Commitment to Human Connection and Active Participation

DrBrucePereira, LLC is committed to fostering meaningful human engagement, authentic dialogue, and deep learning. As such, live attendance and active participation are both required and foundational to the integrity and success of all sessions. The use of third-party automated systems during sessions risks diminishing the quality of human connection and collective collaboration that is central to our work.

3. Intellectual Property and Content Protection

All materials shared, discussed, or generated during sessions—including but not limited to concepts, frameworks, exercises, dialogue, facilitation methods, slides, and verbal content—are the intellectual property (IP) of DrBrucePereira, LLC, unless otherwise stated by written agreement.

Unauthorized use, storage, or distribution of this intellectual property via automated tools or recording technologies constitutes a violation of this policy and may result in legal and financial recourse.

4. Use of AI Bots, Note-Takers, and Digital Tools

Unless prior written consent has been granted by DrBrucePereira, LLC, the following activities are strictly prohibited during any session:

  • Use of AI bots, including virtual meeting assistants and transcription services

  • Use of AI-powered note-taking tools or background screen recorders

  • Recording of any portion of the session via video or audio

  • Screenshots or screen captures of presentation content or group interactions

  • Photographs of any shared materials or virtual environments

If the presence of such tools is discovered during or after a session without prior approval, DrBrucePereira, LLC reserves the right to:

  • Immediately request removal or deactivation of the tool(s) in question

  • Suspend or cancel the session at our sole discretion

  • Seek financial compensation for the unauthorized capture, storage, or usage of proprietary content, in accordance with applicable intellectual property and data protection laws

5. Existing Licensing or Financial IP Agreements

Where a financial IP licensing or content use agreement is in place, it will govern the specific terms of IP sharing and usage. However, the use of AI bots and automated note-taking tools must still be explicitly agreed upon in writing in advance, even within such agreements.

6. Right to Cancel, Withhold Access, and Enforce Policy

In the absence of a formal IP agreement, DrBrucePereira, LLC reserves the right to cancel any session, workshop, or consultation call if participants:

  • Activate AI-based bots or digital note-taking tools and fail to disable them upon request

  • Record the session in any form (audio, video, screen capture) without prior written consent

Continued use after a warning will be considered a material breach of this policy and may result in:

  • Immediate removal from the session or program

  • Denial of future access to services

  • No refund of fees

  • Legal and/or financial recourse for unauthorized use of proprietary content

7. Questions, Requests for Permission, and Licensing Inquiries

If you wish to request permission for any form of automated note-taking, screen capture, or content recording, please email us with your request at least 72 hours in advance of the scheduled session. We would be happy to discuss options for appropriate content use, including content licensing fees and formal usage agreements, where applicable.