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Module 11 · Lesson 11.4 · 10 min

Human in the Loop

Define which actions always require a human approval, such as sending, paying, deleting and publishing, and enforce them.

Module 11
Security, Governance and Trust

Real power for your agents, without losing sleep

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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
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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.

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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
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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
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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
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Lesson 11.3
A secret that has been in a chat or a synced file should be treated as exposed.
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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.

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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
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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
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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
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Recap
Governance is what lets you say yes to AI with confidence, instead of hoping nothing goes wrong.
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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.

1Sort actions by risk

List what your agents do or could do and sort each action into three levels: runs on its own (reading, drafting, summarising), needs approval (sending to a client, publishing, paying), and never delegated (legal notices, firing, large payments, deleting records).

Prompt for Claude
List every action our skills, commands and routines can take in this folder. Sort each one into: runs automatically, needs human approval, or never delegated. Use these rules: anything irreversible, anything that spends money, and anything a customer or the public can see needs approval at least.
2Fill in the approval matrix

Open the Human-in-the-Loop Approval Matrix CSV and complete it for your business: the action, the risk, who approves, how they approve and the evidence kept. Add value limits, for example refunds over 200 need the owner.

3Build the stop into every skill

Update each skill so its risky steps end in a draft and a clear stop: draft saved, waiting for approval. Keep drafts in a dedicated folder so approvals are visible in one place.

Prompt for Claude
Update every skill in .claude/skills so that any step that sends, publishes, pays or deletes ends by saving a draft in the drafts folder and stopping with the message APPROVAL REQUIRED, followed by a one-line summary of what will happen if I approve. Show me the changes before saving.
4Enforce it technically

Back the matrix with ask and deny rules and the hooks from Module 10. For example, put any send tool from your email connector in ask, so it always prompts, and deny delete tools entirely. An ask rule prompts even in modes that otherwise approve automatically.

Prompt for Claude
/permissions
5Keep the evidence

For each approval, keep a trace: the draft, who approved, when. It protects you if a client disputes something and it shows you where approvals are just rubber stamps that could be relaxed.

An agent drafting an email to a client is a productivity gain. An agent sending the wrong email to 400 clients at 2am is a very bad morning. The difference is not the model. It is whether a human sat between the draft and the send.

Human in the loop does not mean approving everything. It means deciding in advance which actions are irreversible, costly or visible to customers, and making sure those always stop for a person. Everything else can flow. The approval matrix in this module's materials turns that decision into a one-page table your whole team can follow.

Key points

  • Irreversible, costly or customer-visible means a human approves.
  • Decide in advance, write it in a matrix, share it with the team.
  • Every risky step ends in a draft and a clear stop.
  • Back the matrix with ask and deny rules, not just instructions.

Avoid

  • Requiring approval for everything, so people approve without reading.
  • Relying on the agent to remember to ask.
  • Having no value limits, so a 20 refund and a 2,000 refund follow the same path.
  • Keeping no record of who approved what.
Real-world example: an e-commerce store

An online homeware store let Claude Code draft replies to customer complaints, including refund offers. The owner set one rule in the approval matrix: any refund or discount over 50 pounds needs her approval, anything under goes to the support lead. In the first month the agent drafted 214 replies; 31 needed approval and she changed four of them. She now spends about ten minutes a day on approvals instead of two hours writing replies.

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