Checklist: Before any Bot touches family data
Safety essentials
Checklists and guardrails
Every checklist plus the rules that keep a Bot from acting without you
In the order we'd set them up
24 entries
- 01Checklist15-D1
- 02Checklist16-D1
Checklist: Every template, every time
- 03ChecklistD1
Checklist: Every time you launch a Bot
- 04ChecklistD2
Checklist: Before you add any template
- 05ChecklistD3
Checklist: Every new or changed routine
- 06ChecklistD4
Checklist: Every new or changed skill
- 07ChecklistD5
Checklist: An approval card appears
- 08ChecklistD6
Checklist: Once a month
- 09ChecklistD7
Checklist: Before you share a Bot
- 10ChecklistD8
Checklist: Before you publish a Team Bot
- 11ChecklistD9
Checklist: Access should end
- 12ChecklistD10
Checklist: Before you contact support
- 13ChecklistD11
Checklist: Before you loosen a setting
- 14Checklist02-S1
Checklist: Once, before you connect anything
- 15Checklist02-D1
Checklist: Every template, every time
- 16Checklist02-D2
Checklist: Before any Bot touches family data
- 17Checklist02-D3
Checklist: Once a month
- 18Checklist03-B1
Checklist: Once, before you start
- 19Checklist03-T1
Checklist: Tick a box at the end of each day
- 20Checklist04-D1
Checklist: A routine stayed silent
- 21Checklist06-D1
Checklist: Once, before a Bot does real work
- 22Checklist06-D2
Checklist: When a project ends or a Bot is retired
- 23Checklist08-D1
Checklist: Before you add a Bot to a crew or publish a Team Bot
- 24Checklist09-D1
Checklist: Before you add a second Bot, a routine or a crew