Staging environment
Free Lesson

AI Agent Access Worksheet | Decide Access Before You Build

Hosted by Kate Marshall

In this video

What you'll learn

Know the three access levels every AI workflow needs

Read-only, memory, and write. What each one means, with a real inbox, calendar, and follow-up example.

Score your own workflows in 15 minutes

Use the Agent Access Worksheet on your real work. Leave with a written access decision for three to five workflows.

Spot when a build asks for more access than it needs

See the line between drafting and sending, why most systems start read-only, and five red flags to watch for.

Why this topic matters

Most people connect AI to their email, calendar, and files first, then think about the risks later. An AI Chief of Staff can save you hours a week. It can also read every client email and send messages you never approved. The difference is one decision: what does each workflow need to see, remember, and change? This lesson gives you a quick method to make that call yourself, on your real work, before you build anything.

You'll learn from

Kate Marshall

Fractional CAIO, Speaker, Educator, background in Cybersecurity Training.

Kate Marshall helps leaders, executives and human resources teams adopt AI safely and strategically. As a fractional CAIO, she works with organizations needing hands-on support translating AI from theory into day-to-day workflows, policies, and team enablement. Her focus is on building AI confidence and improving execution, while reducing risk.

Kate is the Founder and lead AI Strategist at TheGrai (thegr.ai). She partners with executives and non-technical teams to implement responsible AI practices across hiring, learning, employee experience, research, positioning, launch workflows, and daily productivity. Previously, she spent 18 years in cybersecurity training, co-chairing the AI Cybersecurity Summit and launched the first AI Hackathon at SANS.

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