Agent Rollout Checklist

Tool: Agent Rollout Checklist

• Walk through a typical day and pick the 3–5 admin tasks that eat the most time (Module 2)
• Write each agent's instructions with all five parts — role, context, task, rules, approvals (Module 3)
• Connect each agent only to the accounts it needs, using logins your business owns
• Write your approval rules — invoice threshold, 60-day notices, disputes or refunds, first message to a new client
• Choose where approval requests go (text, email or Slack) and confirm you actually see them
• Test every agent on last month's real meetings, projects and invoices, and compare with what you sent
• Run in draft mode for about two weeks — approve, edit or reject everything before it goes out
• Let routine work go out on its own, then review a sample weekly for the first month and give corrections