AI Agent Role Design Workbook & SOP Template for Small Business

Write down what each AI assistant in your business may read, draft or do, which apps it touches, and which actions always need a person's approval.

What's inside

• Agent Role Designer Guide (PDF): role cards, read / draft / act permission rules, tool map, prompt templates per role, SOP template, escalation and stop rules, decision log and review cadence
• Agent Role Workbook (EXAMPLE + BLANK, .xlsx): Roles, Permissions, Tool Map, Prompt Library, Stop Rules, Decision Log, Incident Log and Review Checklist
• Start Here guide and license

Format: one zip file, delivered instantly by email after purchase.

Spreadsheet compatibility: Excel .xlsx file, no macros. Tested in Google Sheets; Microsoft Excel test pending.

Good to know

• It helps you write down limits; you remain responsible for checking every action an AI tool takes.
• Sends, payments, deletes and sharing are listed as actions that need a person's approval.
• Don't give an AI tool access to data you're not allowed to share.
• Works with any AI tool; not affiliated with any AI company. No result is promised.

How it was made: The text was drafted with AI assistance, then reviewed. Cover images are illustrations created with AI. The people shown are fictional, not customers.

License: use in your own business; no resale, sharing or redistribution.

Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email [email protected] with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.

Seller: Ryan Via, doing business as The Collective's Digital Archive.