Template

AI agent planning template.

Use this to design a useful agent before giving it tools or memory.

Copyable checklistLast reviewed 2026-05-30

Checklist

  1. Write the agent goal in one sentence.
  2. List the sources it may read.
  3. List the tools it may use.
  4. List actions that require approval.
  5. Define memory: what should persist and what should not.
  6. Define success checks and failure handling.
  7. Start with a supervised dry run before letting it operate unattended.