Sort Permissions into Allow, Approve, or Never
Classify candidate agent permissions into allow, human approval required, or never autonomous.
Sort each permission into Allow, Approve, or Never for a version-one agent. Allow = low-risk prep work. Approve = useful but needs a human gate. Never = too much blast radius or not justified for this workflow. Allow Approve Never Read approved CRM notes and summarize account risks internally. Send a customer-facing email that includes a service-credit offer. Delete historical audit logs to “keep the system tidy.” Create an internal follow-up task when confidence is low. Change the renewal stage on an opportunity record. Grant privileged production access to a new employee without reviewer sign-off. Draft a proposed response using…
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