Free founder template
AI delegation checklist
Last updated: August 23, 2026
Use this checklist before handing a recurring task to an AI employee, agent, or automation.
Delegate the work, not the accountability
The best delegation target has a clear input, a reviewable output, and a bounded downside. Keep decisions involving legal commitments, security, customer promises, material spend, and irreversible changes under human approval.
Before you delegate
- ☐ The desired outcome can be described in one sentence.
- ☐ The inputs and trusted sources are named.
- ☐ The output format and quality bar are explicit.
- ☐ A human reviewer and review deadline are assigned.
- ☐ The agent has a stop condition and escalation path.
- ☐ Sensitive data and permissions are limited to what is necessary.
- ☐ The cost of a wrong answer is understood and acceptable.
After the first run
Keep: ____________________ Change: ____________________ Escalate when: ____________________
Put the decision into motion
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