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Research / Chapter 05

How much should an agent do?

Context, permissions and human review across levels of autonomy.

Research edition · 14 September 2026

The report’s observations, prices and forecasts are a dated snapshot. Examples of savings are estimates unless explicitly identified as study results. This is not a fresh verification of every claim.

Capability Example Default approval posture
Read a document and summarize Meeting notes, policy summary, contract outline No approval for low-sensitivity material; review before consequential use
Search private data Find a policy in Drive, SharePoint, Slack, or CRM Permit only within existing user permissions; log source citations
Create a draft Email, report, presentation, code change, support reply Human review before external or high-stakes use
Create a task or calendar block Turn a meeting decision into a task or focus block Allow with undo, owner, due-date preview, and notification controls
Update a record CRM field, project status, spreadsheet row Allow in low-risk fields with validation and audit log; approval for financial/legal/customer-impact fields
Send an email or message Follow-up, support answer, internal announcement Require approval for external recipients, commitments, sensitive data, or mass sends
File an expense or submit a form Expense coding, invoice routing, procurement request Require policy validation and approval before submission or payment
Change permissions or share content Add a user, publish a doc, expose a dashboard Human approval always; privileged action must be separately authenticated
Delete or overwrite data Delete files, cancel meetings, change orders, modify code Human approval, dry run, reversible operation, and audit log
Make a high-stakes recommendation Hiring, lending, health, legal, disciplinary, safety AI may assist retrieval or draft analysis; qualified human makes the decision

Agent safety principles

  • Least privilege: expose only the tools and records required for the job.
  • Separate read and write credentials: an agent that can search does not automatically get send, delete, or payment rights.
  • Treat external content as untrusted: emails, websites, PDFs, calendar invites, and tickets can contain prompt injection.
  • Use structured tool schemas: restrict fields, enums, ranges, recipients, and allowed domains.
  • Preview before side effects: show the exact proposed message, record change, or transaction.
  • Idempotence and deduplication: retries must not send twice or create duplicate records.
  • Budget and rate limits: cap tokens, credits, API calls, records, and time per run.
  • Audit every action: log the user, agent, model, inputs, sources, tool calls, outputs, approvals, and result.
  • Design for interruption: agents must stop safely when a source is unavailable, confidence is low, or a policy is ambiguous.
  • Evaluate in the real environment: synthetic benchmarks do not replace tenant-level tests with actual permissions and data.

OWASP lists prompt injection as a primary risk for LLM applications and emphasizes that natural-language instructions and data are difficult to separate reliably.[45] Google’s secure-agent guidance advocates defense in depth that combines traditional deterministic controls with model-based defenses.[46]