Checklist: Wiring an AI agent into your CRM and inbox

The checklist from the article.

List every system the agent needs to touch and mark each as read, write, or both.
Create a scoped API connection or OAuth token for each system, never a shared login.
Start every new connection in read-only mode before granting any write access.
Log every proposed action during the shadow period and review a sample by hand.
Set hard limits on dollar amounts, deletions, and recipient counts before going live.
Build confidence thresholds that hand off to a human when the data is unclear.
Add escalation triggers for sensitive keywords or repeated failures.
Build a 50-200 example evaluation set with known correct outputs before launch.
Re-run the evaluation every time you change the prompt, model, or data source.
Review audit logs on a regular schedule, not only after something goes wrong.

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