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R08 · AI and rigor

# AI delegation and use agreement

What it is for. Define authorised tasks, sources and human validation.

[Excel (.xlsx)](https://academy.innguma.com/en/library/descargas/R08-ai-delegation-and-use-agreement.xlsx)[Word (.docx)](https://academy.innguma.com/en/library/descargas/R08-ai-delegation-and-use-agreement.docx)[PDF for printing](https://academy.innguma.com/en/library/descargas/R08-ai-delegation-and-use-agreement.pdf)[Text (.md)](https://academy.innguma.com/en/library/descargas/R08-ai-delegation-and-use-agreement.md)[See the template](https://academy.innguma.com/en/library/ai-delegation-and-use-agreement/#plantilla)

The four downloads (Excel, Word, PDF and text) are generated from this same sheet.

**When to use it.** Before making a decision or updating the corresponding product. You can use a spreadsheet, a document or a notebook; no software licences are needed.

## How to use it

1.  Start with the real decision or question you need to resolve and set a cut-off date.
2.  Fill in only what can be verified; write **NOT VERIFIED** when data is missing.
3.  Separate observed facts, hypotheses and implications, and name a reviewer.
4.  Keep the original version and record relevant changes when you update it.

Do it yourself

## Editable template

**Delegated task:**

**Reserved human decision:**

**Authorised / excluded data:**

**Available sources and tools:**

**Expected output:**

**Rules for expressing uncertainty:**

**Quality test and owner:**

Company A case · simulation

Fictional case

## Guided example · Company A

Company A allows an assistant to classify 12 fictional notes it supplies, but does not authorise inventing sources or recommending an investment without review.

Educational simulation: fictional information and organisations.

## Mistake to avoid

Do not paste confidential information into an external assistant without organisational authorisation.

## Final check

-   Is it clear which decision or need it serves?
-   Can the evidence be located, and is it dated?
-   Are uncertainties and limits made explicit?
-   Can someone else repeat or review the work?

**Notice:** entirely fictional case. The tools are for educational purposes; they do not represent an audit or certification.

**Where you learn it** 

-   [3.1 · What generative AI can and cannot do](https://academy.innguma.com/en/ai-applied-to-intelligence/what-generative-ai-can-and-cannot-do/)
-   [3.5 · Agents, tools, persistent knowledge and interoperability](https://academy.innguma.com/en/ai-applied-to-intelligence/agents-tools-persistent-knowledge-and-interoperability/)

**In the Lab** 

[L09 · Intelligence prompt factory](https://academy.innguma.com/en/lab/intelligence-prompt-factory/)

**Use** 

It works with a spreadsheet, a document or a notebook, with no software licences. It does not replace expert review or certify regulatory compliance.