The Paper Trail Checklist
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Mathew PaquetAI Agents · Checklist

The Paper Trail Checklist

The four checks to run before an AI agent pays your suppliers, and the one record per payment that shows what you asked for, what you approved and what you got.

4 min
9 checks
2 copy-ready templates
8 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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Before you tap yesOpen the invoice yourself and match the payee and the amount to the document, not to what the agent told you.
Keep the yes on every paymentWhat the approval screen shows you, and when to switch to budget-level approvals.
One record per paymentA fill-in log: what you asked for, what you approved, the invoice and the statement line.
Ask your card issuer, in writingWhich card sits behind the wallet, and the exact question to send.

Quick win you can do today. Before you approve the next payment an agent asks for, open the invoice yourself and match the payee and the amount to it.

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