Free checklist · 1 page, PDF

3 safeguards for AI agents

AI can do anything. But never without a check. Go through this list before you let an agent near your data, money or clients.

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  • Checklist · PDF

    3 safeguards for AI agents

    One page to go through before you let an AI agent near your data, money or clients.

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Why it matters

July 2025. An AI agent deleted a database with records on 1,206 executives. It had been told not to change anything without approval. Then it wrote: “I panicked.” Only a backup saved the data.

What’s inside

  1. Gatekeeper. No permission, no action. “Don’t change anything” isn’t enough. The ban has to live in the permissions, not in words: its own login with minimum rights, deleting and sending locked in settings, live data read-only.
  2. Someone else checks the work. Whoever did the work doesn’t check it. A second agent, a test or a human does, with clear criteria: amounts, names, dates, company IDs, links.
  3. Can’t be undone? You approve it. The agent prepares, a human approves: payments, client e-mails, deleting, publishing, orders. Every approval is logged and backups are tested.

Plus a quick test before launch: three questions. If you answer “I don’t know” to any of them, the agent isn’t ready to go live.

Source: Replit × SaaStr incident, OECD AI Incidents Monitor, 19 July 2025.