Before you hand a task to an AI agent

Checklist · Checklists Free Checked: October 2026

Task, context, limits and checks, so the agent does the right thing and breaks nothing.

What it is

A check for the task you give Claude Code, Codex or ChatGPT's agent: a specific result, the files it needs, no sending, paying or deleting without confirmation, a limit and a way to verify the work. It pairs with the prompt "Brief an AI agent on a task."

  • AI agents
  • Delegation
  • Safety

Text to copy

Checklist
THE TASK
- [ ] The goal is stated in one sentence: why you need this
- [ ] The result is specific: which file, in what format, where to put it
- [ ] There are completion criteria you can check ("a 20-row table, each row with a source link")

CONTEXT
- [ ] The agent has the files and links it needs, not "go find it yourself"
- [ ] It's stated what's already known and what's been tried
- [ ] There's an example of a good result, if you have one

LIMITS
- [ ] You've listed what it must not do without confirmation: send, publish, pay, delete
- [ ] Access is granted only to the folders, mailboxes and services it needs
- [ ] A limit is set: time, number of steps or budget
- [ ] It's told when to stop and ask

CHECKING
- [ ] It's clear how you'll check the result and how long that will take
- [ ] In its report, the agent lists what it did, which sources it used and what it's unsure about
- [ ] The first run is on a small piece of the task, then you scale up

Lessons that use it

Professions it helps

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Checked: October 2026