Checklist · PDF · 23 KB
One tool. One page. One decision.
Decide what access one connected AI tool needs, with evidence from its settings and a dummy-data test.
A printable one-page worksheet for reads, actions, destinations, test evidence and the person who can disconnect the tool.
The first part is open below. The download adds: leave with a page you can back up.
Free. The link shows here and lands in your inbox. Nothing else.
What's inside
- Compare the access the job needs with what the tool actually has.
- Record one allowed task and one out-of-scope dummy-data request.
- Name the evidence, the disconnect owner and the next decision.
Check the connection, then make the decision
Pick one AI tool and one recurring job. Sit with the person who manages access. Compare what that job needs with the actual reads, actions and output destinations in the connection settings. Mark anything you can't confirm as unknown.
The worksheet gives you space for the allowed task, an out-of-scope request using dummy data, and the setting or log that supports the result. A model saying it can't do something is not enough.
It accompanies What have you given AI the keys to?. The separate helper kit supplies editable notes, the prompt and a fictional practice case.
Still to come, in the download
- Leave with a page you can back up
Free. The link shows here and lands in your inbox. Nothing else.
Who's behind it
Matt Hertel. An engineer who has also run the company. Built and sold apps solo. Fractional CTO in startups. Every Sunday, one job start to finish, in No Manual Yet.
Every Sunday, one job start to finish. Read No Manual Yet
It goes with this issue
More to take
- Check a supplier bill against the agreement
Compare three supplier bills with the agreement, check the evidence and prepare a clear question about any difference.
- Supplier Bill Check: the practice kit
Try the bill check on fictional documents, then use the editable sheets to record your own supplier check.
- Rethink one process: the helper skill
Work through one chosen process with an AI assistant that asks for the missing facts before it proposes a change.
- AI access check helper kit
Turn settings and test notes into an evidence-labelled decision about one connected AI tool.