AI Delegation Workflow Guidelines

Define done: ask for a confirmation number or source evidence, not a cheerful 'all set.' Define the boundary: research, draft, send, buy, and cancel are different levels of authority. Define the stop: give recurring tasks an end date, alert threshold, and maximum attempts. Define the fallback: 'Draft an email if the form fails' is safer than 'do whatever it takes.' Label your tasks: use names such as TRIP, BILLS, and SCHOOL, then request a status summary. Expand gradually: try public research, then an explicitly shared thread, then one limited integration if needed.