AI Agents
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AI Agents

Agents and automations: what to let them do alone, what it must show you first, and what it never touches.

AI Marketing
Content & Social
AI Search
Ads & Leads
AI Tools
Trust & Risk

Start here, in this order

1 Start here · Template · 4 min
Template The Permissions Map
The AI Marketing Permissions MapFor every marketing tool you connect to Claude or ChatGPT: what it may read, what...
2 Next · Checklist · 4 min
Checklist AI Coworker: First Week
The AI Coworker First-Week ChecklistBefore an AI agent gets its own work email, decide who manages it, what it sees, what...
3 Next · Checklist · 4 min
Checklist Check the Connector
Check the Connector: 5 Checks Before You Plug AI Into Your AccountsThe login page can be perfect and the plug can still be the problem: five checks per...
4 Next · Checklist · 4 min
Checklist The Two-Sided Form Check
The Two-Sided Form CheckCheck what your website's forms do before a person looks, and set the rules for any AI...
5 Next · Checklist · 4 min
Checklist Before Claude Edits Docs
Three Rules Before Claude Edits Your DocsClaude now edits Google Docs, Sheets and Slides under your name. Set three rules...
6 Next · Checklist · 4 min
Checklist The Switch Check
Before You Press Run: The Switch CheckThree checks to run on any automation Make's AI builds for you, before you turn it on.
7 Next · Checklist · 4 min
Checklist Keep Your Name On It
The Payroll and Hiring Sign-Off SheetDecide what an AI agent may do alone in payroll and hiring, and where your name still...
8 Next · Checklist · 4 min
Checklist The Agent Shutdown Test
The Agent Off Switch ChecklistPut the off switch for every AI tool you've connected where the agent can't reach it,...
9 Next · Checklist · 4 min
Checklist The Agentforce Checks
The Agentforce On-by-Default ChecklistFour checks to run now that Salesforce has switched on the tools to build AI agents:...
10 Next · Checklist · 4 min
Checklist The AI Shortlist Checklist
The AI Shortlist ChecklistGet your shop ready for Meta's Muse shopping agent: into the pool it reads, past the...
11 Next · Checklist · 4 min
Checklist The Agent Gate Checklist
The Agent Gate ChecklistThe six questions an AI agent has to answer before anyone lets it touch money, and...
12 Then · Checklist · 4 min
Checklist The AI Owner Check
The AI Owner CheckFour questions to ask about any AI tool you rely on, and the exact day to ask them,...

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