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AI Agents for Small Business Tasks Pack

7 prompts and 1 skill for ai agents for small business tasks (safe) — each one a real job from the week, with the steps, rules and output an expert would ask for. Fill in the blanks and paste them into ChatGPT, Claude or Gemini, or tailor any of them to your brand in the Studio.

What’s in the pack

  • Scope an AI Agent Task Brief for a Small Business JobTurns a vague "can an agent do this?" into a written task brief with goal, allowed actions, stop points, done criteria and a first supervised trial, for owners without technical staff.Plan
  • Which Business Tasks Not to Hand to an AI AgentSorts your list of business tasks into safe for agents, agent with approval, and keep human, using cost of error, reversibility and personal data, with a reason you can defend.Plan
  • Design Approval Steps Before an AI Agent ActsDesigns the human approval checkpoints for an agent that sends, books, orders or posts: what it must show you, what you check, how you approve, and how it logs the decision.Plan
  • Give an AI Agent Access to Business Accounts SafelyPlans the minimum account access an AI agent needs, separate logins, what never to share, how to revoke access fast, and a quarterly review of every connection it holds.Plan
  • Set Up an Inbox Triage Agent That Only Drafts RepliesWrites the rules for an AI agent that sorts a business inbox, labels priority and drafts replies for you to send, with firm limits on attachments, links, money and hidden instructions.Plan
  • Supplier Price Research With an AI Agent — No PurchasingBriefs a browsing AI agent to compare suppliers and prices for your regular stock or supplies, return a sourced comparison, and stop before any basket, account or checkout step.Plan
  • An AI Agent Sent the Wrong Thing — What to Do NowWalks a small business through the first hours after an AI agent sent, booked, posted or changed something wrongly: stop it, find the scope, correct with customers, and prevent a repeat.Plan
  • Small Business AI Agent SupervisorA standing supervisor that scopes new agent jobs, reviews agent run logs and drafts, flags risky actions and hidden instructions, and keeps a small business's agents on a short leash.Plan

Titles and descriptions are public. The full texts, the .zip download and Agent Skill exports are on the Library and Pro plans. See the plans. More for small business · productivity · cybersecurity.

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