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AI Coworker: First Week
The AI Coworker First-Week Checklist
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The Agent Gate Checklist
Mathew PaquetAI Agents · Checklist
The Agent Gate Checklist
The six questions an AI agent has to answer before anyone lets it touch money, and what a good answer looks like for each.
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5 sources cited
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I'm the CEO of myMarketing and Ryv AI, and I make a video every day on what new AI changes for marketers and founders. Every resource here is built from those videos and fact-checked.
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What's inside
Look vs touchWhat JPMorgan still lets outside agents do, and the line it drew.
The six questionsThe control questions U.S. bank regulators are asking, with a good answer for each.
Three habits for this weekRead-only access, a card of its own, and a record you can pull up.
Score your own setupA fill-in sheet to find the question your setup fails first.
Quick win you can do today. List every AI tool that uses your bank login and move each one to a read-only connection or its own card with a limit.
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