Buyer template · Permissions checklist · Updated 2026-07-08

Connected AI Assistant Permissions Checklist

A copyable permissions checklist for evaluating AI assistants that connect to workspaces, files, repositories, calendars, or other business apps.

When to use it: Use this before enabling workspace connectors, delegated actions, or broad file/app access for an AI assistant.

Map the connected workspace

List every app, repository, folder, calendar, inbox, or database the assistant can reach.
Mark which connected locations contain customer data, source code, credentials, HR/legal material, financial data, or other sensitive records.
Separate read-only access from write, send, approve, merge, deploy, or delete permissions.

Decide which actions always need a human approval step before they happen.
Require a visible owner for any delegated task that can affect customers, code, billing, legal commitments, or external communications.
Keep existing code review, procurement, data-retention, and incident-response gates in place; do not treat the assistant as an exception path.

Start with one team, one workflow, and the smallest connector scope that proves the use case.
Use a test folder, test repository, or non-sensitive project when possible before granting production workspace access.
Record what the assistant actually accessed and whether users tried to work around the approved scope.

Set a review date for connector permissions, not just seat renewal.
Remove unused connectors, personal-account connections, stale service accounts, and permissions from departed teammates.
Document where logs, generated files, task transcripts, or action approvals live so a future audit can reconstruct what happened.

AI Tools for Workplace Productivity
A suite and inbox productivity stack for teams choosing where AI belongs across email, docs, meetings, and internal knowledge.
AI Tools for Workflow Automation
A workflow-automation stack for teams deciding when to connect apps, add AI agents, and put human approvals around cross-system work.
AI Tools for Engineering Managers
A starter AI stack for engineering managers balancing planning, code context, research, and team communication.

ChatGPT vs Claude
A practical comparison for teams choosing a general AI assistant for writing, analysis, research, and lightweight coding help.
ChatGPT vs Gemini
A practical comparison for teams choosing between a broad standalone assistant and Google's assistant inside Workspace-adjacent workflows.
Claude Code vs Codex
A practical comparison for choosing between Anthropic's terminal-first coding agent and OpenAI's delegated coding agent.

Not sure which stack fits first?

The deterministic quiz returns a recommended stack, avoid-for-now guidance, and a rollout note you can carry into this checklist.