Permission-Posture Audit
What this is. The one-page table at the heart of Lesson 5.5, plus the revocation-ritual reference and the standing question. Not a form to fill out once. A habit you run every month.
How to use. Open every AI service, every agent, and every plugin that has access to your inbox or calendar. List them. For each, answer four questions: what it can see, who built it, why it needs that access, when you last reviewed it. Then run the ritual.
Safety norms — the load-bearing rules of this module.
Drafts, not sends. Least access for the task. A grant without a live task is drift.
Header
The standing question — keep this in view while you audit
If I dropped dead or handed my laptop to a stranger right now, would this grant embarrass me, expose someone else, or cost me money? If yes — reduce it or revoke it today.
The audit table
One row per granted thing. “What” = the scope (read labels / draft mail / full account / read calendar / write calendar). “Who” = the vendor or builder (Cowork, Claude Code, Zapier, a plugin author). “Why” = the live task that justifies this right now. “When reviewed” = today’s date if you kept it, or the date you revoked / reduced it.
| What it can see / do | Who built it | Why it needs this (live task) | When reviewed · action | |
|---|---|---|---|---|
| 01 | ||||
| 02 | ||||
| 03 | ||||
| 04 | ||||
| 05 | ||||
| 06 | ||||
| 07 | ||||
| 08 |
The three-habit ritual
First-audit surprises (optional — only on first run)
Anything you found in your account that you did not remember granting, did not know was still on, or that gave a tool more access than you thought. Name at least one. If you truly find none, write “none found” and initial — but look again first.
Closeout
A note on cadence
Monthly is the floor, not the ceiling. Run an extra audit any time you install a new AI tool, connect a new plugin, finish a big one-off project, or change devices. The first audit almost always surfaces something you did not expect — a stale OAuth grant, an old experiment, a tool you stopped using but never disconnected. That is not a failure. That is exactly what the audit is for. The habit is the product.
Print this page. Schedule the next audit. Run it every month.