Ownership
- Name one business owner for the agent
- Define who reviews failures and exceptions
- Set a weekly review rhythm for logs and outcomes
Services Linkable checklist
AI Agent Governance Checklist
Use this checklist before letting an AI agent touch customer data, browser tools, CRMs, inboxes, dashboards, or internal systems.
Permissions
- List exactly which tools and data sources the agent can access
- Block broad credentials and unnecessary admin rights
- Separate drafting permissions from execution permissions
Approval rules
- Require approval before sending, submitting, purchasing, deleting, or updating records
- Define low-risk actions the agent can complete alone
- Make rejection and edit paths obvious for reviewers
Audit logs
- Capture inputs, source data, tool calls, approvals, errors, and final outcomes
- Keep screenshots or evidence for browser-controlled workflows
- Review repeated exceptions and improve the workflow
Cost and risk limits
- Set usage budgets and alert thresholds
- Stop the agent when confidence is low
- Use fallback queues for sensitive or unclear cases
Next step
Want this checklist turned into a working system?
GOFTUS can map your current workflow, identify the approval and security points, and build the first automation around your actual tools.
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