# Worksheet 9a.1: Agent Brief and Permissions Matrix

*Companion to* Elastic Intelligence, *Chapter 9a*

**Name:** ____________________   **Date:** __________

**How to use:** Write this before connecting any agent to anything (Sections 9a.3 and 9a.11).

| Brief element | Entry |
|---|---|
| Goal |  |
| Context |  |
| Permissions |  |
| Limits (budget, scope, volume) |  |
| Checkpoints |  |
| Stop rules |  |
| Report |  |
| Owner |  |
| Delegation rung (1–5) |  |

| Resource | None | Read | Draft/prepare | Act with approval | Act within limits |
|---|---|---|---|---|---|
| Email |  |  |  |  |  |
| Calendar |  |  |  |  |  |
| Files |  |  |  |  |  |
| Payments |  |  |  |  |  |
| Customer/student/patient records |  |  |  |  |  |
| Public posting |  |  |  |  |  |
| Other: ______ |  |  |  |  |  |

| Trust scorecard | Score 1–5 |
|---|---|
| Accuracy |  |
| Honesty |  |
| Restraint |  |
| Transparency |  |
| Recoverability |  |
| Fit |  |

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*Worksheet from* Elastic Intelligence *by Zafrullah Khan, Ed.D. © 2026 ai021.ai, Inc. You may print it for personal, team, or classroom use. Download: https://www.ai021.ai/book/elastic-intelligence*