Guides you can hand to your boss.

Agent Register Kit

Your team switched on an AI agent. Can anyone switch it off?

Keep control of the AI agents your team has already switched on: who authorized each one internally, where its limits are enforced, and whether the off switch works.

What's inside

• The guide (PDF, 21 pages): policy, enforcement, verification and recovery for every agent, the grant ladder, and two worked examples.
• The Off Switch Directory: where to turn off, limit, revoke and audit agents in Microsoft Copilot Studio, Zapier, and ChatGPT workspace agents, every fact dated and sourced from vendor documentation.
• Agent Approval Card and Shutdown Drill sheet (fillable PDFs).
• Agent Register workbook (Excel) with flags for anything overdue, plus a policy addendum.

Who it's for: Team leads with AI agents already running in tools the company bought.

Get the Kit

Instant download · All sales final · Works in Excel and Google Sheets

AI Vendor Decision Kit

Someone forwarded you an AI vendor and asked: "Thoughts?"

A few hours of structured work, a contained pilot, and a one-page call you can defend to your boss. Nothing gets bought on a demo.

What's inside

• The guide (PDF, 14 pages): a five-step method and a one-page checklist
• Vendor Scorecard (Excel): six knockout questions, weighted scoring for up to three vendors
• ROI Evidence Tracker (Excel): baseline, weekly pilot log, the math done for you
• Pilot Plan, Vendor Question Bank, Recommendation Memo (Word)
• Three prompts and two worked examples

Who it's for: Managers and team leads asked whether to use, buy, or renew an AI tool.

Get the Kit

Instant download · Works in Excel, Google Sheets, Word, Google Docs · All sales final

AI Notetaker Approval Kit

Pick an AI notetaker and prepare it for internal review before it joins a call.

What's inside

• The guide (PDF, 23 pages): fast answers, stop conditions, six tool profiles, decision tree, comparison table.
• Settings That Bite: the defaults to change in Granola, Otter, Fireflies, and Teams Copilot, from each vendor's own documentation.
• The 30-Minute Pilot: one low-stakes meeting, one decision.
• Approval checklist (PDF, 2 pages), comparison workbook (Excel), and a clearance email to send IT.

Who it's for: Professionals who want an AI notetaker and would rather ask IT once than apologize later.

Get the Kit

Instant download · All sales final · Works in Excel and Google Sheets