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Agent Approval Gate Playbook

What your agent may do alone, what it drafts, and what it never touches

Turn a proactive agent's vague 'asks before acting' promise into a written approval matrix: thresholds per action, who approves what, and the audit trail that proves a gate held.

Anteprima di Agent Approval Gate Playbook
Ideale per
Small-business owners, ops leads, anyone delegating to agents
Tempo necessario
~45 min to write
Livello
Intermedio

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Cosa contiene

Un file SKILL.md (la guida operativa) + un modello di partenza. Un'anteprima:

Agent Approval Gate Playbook

The problem

Every proactive agent promises to ask before it acts. The promise is only as good as the gates behind it: which actions, above which amounts, to which people, with what evidence attached. Without a written matrix, "ask first" quietly becomes "asked once, assumed forever" — and the first bad send is discovered by the recipient, not by you.

The four gated actions

Proactive agents converge on the same four consequential actions: sending a message, making a payment, signing a document, deleting a file. Duet, Dots, and Muse all name approval for these explicitly. Your matrix covers exactly these four first; everything else (reading, drafting, summarizing) is ungated but logged.

Workflow

  1. Inventory the blast radius (input: agent's connected apps -> output: a list of what it can reach).
    For each app, write the worst single action the agent could take in it:
    email -> message a client; payments -> pay an invoice; files -> delete
    a folder; calendar -> cancel a meeting. If you cannot name the worst
    action, you do not understand the connection well enough to approve it.
  2. Set thresholds (input: blast radius -> output: numbers, not vibes).
    Payments: auto-allowed up to $0 by default; draft-for-approval up to a
    number you choose (e.g. $200); above that, two-person approval. Messages:
    internal team = draft-for-approval; external = approval + a 10-minute
    review window before sending. Signatures and deletions: never auto, and
    deletions always require a named approver plus a backup copy first.
  3. Approval mechanics (input: thresholds -> output: how approval happens).
    Approval must be explicit (a tap, not silence), attached to the exact
    draft (not "approve whatever"), and time-boxed (unapproved drafts expire
    in 24 hours). The agent re-asks when any field changes — amount, recipient,
    or attachment. A changed draft approved on its old version is a failed gate.
  4. Audit trail (input: a week of agent actions -> output: a one-page log).
    Every gated action logs: what, when, who approved, what the draft said at
    approval time, and what actually went out. Review the log weekly for the
    first month. Two questions to ask each week: did any approval get reused
    for a changed draft? Did any action happen with no log line at all?
  5. Break-glass (input: your absence -> output: a named deputy).
    Name one deputy who may approve while you are unreachable, with a lower
    threshold than yours, and a rule that break-glass approvals are reviewed
    first on your return. No deputy, no unattended operation — the agent waits.

Red flags

Anteprima del modello

Approval Gate Worksheet

1. Blast radius

2. Thresholds

  • Payments: auto $___ / draft up to $___ / two-person above $___
  • Messages internal:
  • Messages external:
  • Signatures:
  • Deletions:

3. Approval mechanics

  • Explicit approval method:
  • Draft-change rule:
  • Draft expiry:

4. Weekly audit questions

  1. Any approval reused for a changed draft?
  2. Any action with no log line?

5. Break-glass deputy

  • Deputy:
  • Deputy threshold:
  • Review-on-return rule:

Il pacchetto della skill (SKILL.md + modello) è scritto in inglese.

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