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Draft-first Auto-review + takeover; Bots are not a security boundary

WhenUse when setting stop lines for send, pay, deploy, delete, and Auto-review rules.
StopAlways require approval for send/invite, publish, purchase, delete/overwrite, permission changes, production, legal terms. Never allow everything in the browser. Never paste passwords into chat.

Steps

  1. Put the stop in the request: Reconcile the campaign data and draft a recommended budget change. Do not change the campaign or message the agency. Ask for approval after showing the current value, proposed value, and expected impact.
  2. Always require approval for: send/invite, publish, purchase, delete/overwrite, permission changes, production, accepting legal terms.
  3. Settings → General → Auto-review. Narrow rules only. Require Approval always wins over Always Allow. Example: require approval before any external email; always allow git status in /workspace/reports. Never “allow everything in the browser.”
  4. Passwords/2FA/CAPTCHA/payment: Agent Computer → take control → finish the blocked step → continue. Masked secret request when offered. Never in chat.
  5. Local Mac/Windows execution is separate: Settings → General → Agent → Execution on Local Computer. Default Ask every time. Set Never allowed unless a Bot must touch local files. This does not restrict the cloud computer.
  6. Offboarding order: pause/delete routines → sign out of sites → uninstall connectors and revoke in the source → delete sensitive /workspace files → hide/delete Bots. Deleting a Bot does not wipe shared files or sessions.
LoadSettings → Auto-review. Takeover for 2FA/pay. Least privilege on plugins.
Copy SKILL.mdRaw SKILL.md
---
name: Draft-first Auto-review + takeover; Bots are not a security boundary
description: Use when setting stop lines for send, pay, deploy, delete, and Auto-review rules.
---

# Draft-first Auto-review + takeover; Bots are not a security boundary

When: Use when setting stop lines for send, pay, deploy, delete, and Auto-review rules.
Stop: Always require approval for send/invite, publish, purchase, delete/overwrite, permission changes, production, legal terms. Never allow everything in the browser. Never paste passwords into chat.

1. Put the stop in the request: Reconcile the campaign data and draft a recommended budget change. Do not change the campaign or message the agency. Ask for approval after showing the current value, proposed value, and expected impact.
2. Always require approval for: send/invite, publish, purchase, delete/overwrite, permission changes, production, accepting legal terms.
3. Settings → General → Auto-review. Narrow rules only. Require Approval always wins over Always Allow. Example: require approval before any external email; always allow git status in /workspace/reports. Never “allow everything in the browser.”
4. Passwords/2FA/CAPTCHA/payment: Agent Computer → take control → finish the blocked step → continue. Masked secret request when offered. Never in chat.
5. Local Mac/Windows execution is separate: Settings → General → Agent → Execution on Local Computer. Default Ask every time. Set Never allowed unless a Bot must touch local files. This does not restrict the cloud computer.
6. Offboarding order: pause/delete routines → sign out of sites → uninstall connectors and revoke in the source → delete sensitive /workspace files → hide/delete Bots. Deleting a Bot does not wipe shared files or sessions.

Load: Settings → Auto-review. Takeover for 2FA/pay. Least privilege on plugins.

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