Playbooks / Setup + Getting Started
Approval Boundaries
Defines what needs approval: all client emails, all money matters, all public posts. Documents what the agent may do autonomously (drafting, tracking, research, internal summaries).
How to run it
Open Setup + Getting Started > Approval Boundaries in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Approval Boundaries workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Define what needs approval: all client emails, all money matters, all public posts. Document what the agent may do autonomously (drafting, tracking, research, internal summaries). Review quarterly.
Put this workflow to work.
The Setup + Getting Started agent ships with this one installed. Open the demo and ask it to run the Approval Boundaries workflow on something of yours.