Run your first assistant task

Choose something you can verify#

Complete connection setup first. Choose one client with a few known operational tasks and keep the Tasks page available for comparison. Viewing access to that client and its tasks is enough for this check.

Replace [Company name] and [Client name] in the prompt below with your workspace and client. Do not include billing tasks or sensitive information the assistant does not need.

Ask for a focused review#

Use my existing agencyos connection for [Company name]. Confirm the company and the viewing access you can actually use. Find the client [Client name] and list their open operational tasks, owners, due dates, and statuses. Read only: do not create, edit, delete, share, send, or change any connection. Exclude finance and billing work. If the client is ambiguous or data is unavailable, stop and explain what you need. Identify the records you checked and distinguish missing information from an empty result.

Compare the answer with the workspace#

1. Check the company the assistant names.
2. Open the intended client and Tasks in agencyos.
3. Compare task names, owners, due dates, and statuses with the assistant’s answer.
4. Check whether the assistant followed all available result pages or clearly described a limited review.
5. If the answer matches, try a second small read-only question. Approve editing only when you have a specific reviewed change to make.

When the result does not match#

Ask the assistant to show which company and records it actually read. Check permissions, filters, and whether the information changed during the review. If access fails, return to AI connections; do not treat an unauthenticated connection check as proof that company data is available.