Resources · Free guide summary
Small Business AI Agent Oversight Playbook
A simple framework for small businesses to identify approved AI agents, define acceptable access, respond to unexpected activity, and keep employees in control.
This page summarizes the guide. The full PDF, with worksheets and examples, is free from our Resources page.
Create an agent inventory
Every approved agent gets an owner, a purpose, allowed access and an approver, with a date to review that approval.
Set a simple policy
Only approved agents for company work; no more access than the task needs; review unfamiliar activity; stop and report agents nobody authorized; add new tools to the inventory before use.
Build the operating routine
Clear steps for new tool requests, onboarding, unrecognized activity and periodic reviews, with who owns each one.
30-day rollout
Week 1 inventory, week 2 define access, then policy and a review routine, without slowing the business down.
Get the full guide
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