Module 11 · 6 lessons · 62 min

Security, Governance and Trust

11Security, Governance and TrustModule 11 · OverviewSecurity, Governance and Trust
Module 11
Security, Governance and Trust

Real power for your agents, without losing sleep

Bruno Ashford
Bruno Ashford · Module 1101 / 12
The principle
Trust is not a feeling. It is boundaries you set, checks you run and evidence you keep.
Bruno Ashford
Bruno Ashford · Module 1102 / 12
Lesson 11.1

Permission modes

ModeWhat runs without askingUse it for
Manual (default)Reads onlySensitive work
acceptEditsReads and file editsDrafting you review
planReads, no changesThinking before acting
autoMost actions, classifier reviewsLong tasks
dontAskOnly pre-approved toolsScheduled runs
bypassPermissionsEverythingIsolated containers only

Press Shift+Tab to cycle. Check the status bar.

Bruno Ashford · Module 1103 / 12
Lesson 11.1

Rules beat reminders

Deny beats ask beats allow, in every mode.

  • Allow the boring, safe work
  • Ask for anything sensitive
  • Deny secrets, deletes and publishing
  • Review them with /permissions
Bruno Ashford · Module 1104 / 12
Lesson 11.2

Customer data habits

  1. 1List itKnow what personal data you share
  2. 2Minimise itOnly the columns the task needs
  3. 3Separate itOne client, one folder
  4. 4Check termsKnow your plan's data settings
Bruno Ashford · Module 1105 / 12
Lesson 11.2

The laws in the background

Good habits, not legal advice.

  • UK GDPR and EU GDPR
  • US state privacy laws, like California's
  • Sector rules for health, legal, finance
  • Speak to a lawyer for specifics
Bruno Ashford · Module 1106 / 12
Lesson 11.3
A secret that has been in a chat or a synced file should be treated as exposed.
Bruno Ashford
Bruno Ashford · Module 1107 / 12
Lesson 11.4

Who approves what

ActionLevelApprover
Draft a replyAutomaticNone
Send to a clientApprovalAccount owner
Refund over limitApprovalOwner
Delete recordsNever delegatedOwner, by hand
Legal noticeNever delegatedOwner and lawyer

Your full matrix is in the materials.

Bruno Ashford · Module 1108 / 12
Lesson 11.5

Three layers of verification

  1. 1Self-checkAgainst a short checklist
  2. 2Separate reviewerFresh session or subagent
  3. 3Human sample100 percent first, then sample
Bruno Ashford · Module 1109 / 12
Illustrative example, not research

One law practice, one month apart

9 to 1errors found per month
100% to 25%letters reviewed by a person
0wrong letters sent to clients
Bruno Ashford · Module 1110 / 12
Lesson 11.6

A policy people actually read

One page, plain English.

  • Approved tools and accounts
  • What data can and cannot be used
  • What always needs approval
  • Who to ask, and review quarterly
Bruno Ashford · Module 1111 / 12
Recap
Governance is what lets you say yes to AI with confidence, instead of hoping nothing goes wrong.
Bruno Ashford
Bruno Ashford · Module 1112 / 12
01 / 12

Use ← → to move. The marker highlights text and the pencil draws on the slide; navigation locks while you annotate. Undo removes the last mark, Esc exits.

Give your agents real power without ever losing sleep over what they might do with it.

Start lesson 11.1
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