What I let an AI agent do without asking you first
Reading, filing and drafting run on their own. Paying, sending and deleting wait for a person. Where I draw that line, and why.
What it is
Claude is the language model behind most of the AI agents I build. It reads emails and documents, decides what they are, and drafts replies or entries for a person to check.
What runs on its own
Reading, sorting, filing and drafting. If the agent gets one of these wrong, nothing has left the building and a person can put it right in a minute.
What waits for a person
Paying, sending and deleting. The agent prepares the payment, the email or the clean-up, and a named person presses the button. Every action, approved or not, is written to a log you can read.
What it costs you
Model usage is billed per document and goes on your own account, with a monthly cap you set. I show you the cost of a month of your real documents during the trial stage.
Verdict
Let it read and draft freely. Keep a person on anything that moves money, leaves the business or cannot be undone.