AI for business · Checklist

What your team needs before an AI agent touches real work

Beginner · Published 2026-10-06 · Reviewed 2026-10-05

Tools: Multi-tool
Audience: Managers and small-business operators
Topic: AI for business

You’ll finish with: a boundary checklist with a named shutdown owner.

Before an agent touches live work, give it a smaller place to practise. A successful demonstration is useful. A clear recovery plan is useful on the day the demonstration stops being successful.

Set up

Allow 30 minutes to prepare a sandbox: a separate folder or test workspace. You need an agent with visible tool permissions and an owner who can stop it.

Download this guide’s practice sheet ↓

Try this example

FICTIONAL PRACTICE MATERIAL
Task: organise 8 copied training files into Notes, Purchases and Archive. Allowed: read and move copies inside the test folder. Forbidden: delete originals, send messages or change sharing permissions.

Do the task

Record the allowed folder, actions and limits outside the prompt.
Inspect the actual tool permissions and restrict them where the product permits.
Run a small sample and check both the output and how to restore the originals.

Your reusable prompt

Draft a readiness checklist for this file-sorting agent. Include test copies, allowed actions, forbidden actions, review point, move log and recovery steps. Identify permissions I must configure myself.

PRACTICE INPUT
Task: organise 8 copied training files into Notes, Purchases and Archive. Allowed: read and move copies inside the test folder. Forbidden: delete originals, send messages or change sharing permissions.

Refine your result

Add stopping conditions for access outside the test folder, unexplained deletions or an unavailable restore copy.

Check the result

A prompt saying “do not delete” is not a permission setting. You should know the exact test location and be able to account for all eight files before moving to real work.

Save and reuse

Save the checklist with the test result and restore location. Expand scope only after the owner reviews it.

Sources and notes

Tool permission controls in Claude Code Checked 2026-10-05

The practice input and teaching prompt are original 5HO material. Examples are fictional; they are not screenshots or claims of a completed real-world task.
Official documentation supports the relevant product concepts. Setup availability depends on your account; where a guide offers a fallback, it does not prove the connected capability worked.