Tool setup support for calendars, contacts, and safe permissions
Tool setup support is the self-serve face of connecting an agent to calendars, contacts, and workflow systems. The key is not “more access” — it is the right access, with clear approvals, review points, and human handoff rules.
- 1
Start with one outcome
Pick a single thing the workflow should accomplish (e.g., scheduling follow-ups).
- 2
Choose the minimum tools
Start with calendar and/or contacts. Add other tools only after behavior is stable.
- 3
Define boundaries
Decide what the workflow can read, what it can write, and when it must ask for approval.
Common safety rules
- Require approval for writes (creating events, editing contacts) until you trust the behavior
- Treat personal data as sensitive by default
- Add a "handoff to a human" rule for ambiguous requests
- Log and review edge cases during early rollout