AI client onboarding checklist
Agentic Workers | Version 2026-10-18
Blank template. No checks have been completed. Do not include secrets.

SCOPE
[ ] Client: ____________________
[ ] deliverable: ____________________
[ ] source period: ____________________
[ ] cadence: ____________________
[ ] recipient: ____________________
[ ] acceptance owner: ____________________
[ ] stop conditions: ____________________

ACCESS
[ ] Workspace owner: ____________________
[ ] agent: ____________________
[ ] source account owners: ____________________
[ ] required permissions: ____________________
[ ] invitation expiry: ____________________
[ ] read-only check: ____________________

ACCEPTANCE
[ ] Approval test: ____________________
[ ] output review: ____________________
[ ] delivery confirmation: ____________________
[ ] expected cost: ____________________
[ ] support owner: ____________________
[ ] next review: ____________________

Verified by: __________  Date: __________
Evidence reference: __________
Unresolved items and next owner: __________