Personal Data Surface Worksheet
What this is. The fill-in-the-blanks version of the Personal Data Surface worksheet from Lesson 5.1. Map the keyhole before you open it. You are deciding — in writing — what kinds of messages the agent will see and what kinds it will not, before any OAuth window ever opens.
How to use. Do this after you have created the agent-access label and the Agent Access calendar, but before you connect the agent. Name senders by relationship, not identity.
Safety norms — copy verbatim to the top of your capstone entry.
Drafts, not sends. Least access for the task. No outbound action leaves my account that a human has not reviewed.
Header
Part 1 — What the agent will see
List the kinds of messages in your agent-access label. Name senders by relationship (“a teacher,” “a cousin,” “a potential summer-job employer”), not identity. Describe the tone and the stakes.
Kind 1 (sender relationship + topic + tone) Kind 2 Kind 3 Kind 4 (optional) Self-checkPart 2 — What the agent will not see
Explicitly list the kinds of messages outside the fence. Be concrete. This list is as important as Part 1.
Outside 1 Outside 2 Outside 3 Outside 4 (optional) Self-checkPart 3 — What a wrong confident action would cost
For each of three specific plausible mistakes, describe the real-world cost. Put names, numbers, or relationships on it where you can.
Mistake 1 — the agent drafts a reply with the wrong tone to ___________ Cost of Mistake 1 Mistake 2 — the agent proposes a meeting time that overlaps ___________ Cost of Mistake 2 Mistake 3 — the agent summarizes a thread and misses ___________ Cost of Mistake 3Part 4 — Who reads the output
For each kind of message and each capstone outbound draft, name the human who will read it, the relationship to you, and their tolerance for an awkward message from you.
Reader 1 (relationship + tolerance) Reader 2 Reader 3 Self-checkCloseout
A note on honesty
The point of this worksheet is not to produce a tidy document. It is to make the surface real in your head before the agent sees anything. A three-line entry in Part 3 that honestly names “my teacher would be hurt if this landed wrong” is more useful than a polished paragraph that pretends to evaluate a risk you have not actually considered. Draft it badly first, then revise.
Print this page. Use it.