Consulting Practice
Register document retrieval
An assistant needs files from the active engagement but must never browse another client workspace.
Tool registry
Free Canadian small business workbook
Tool Registry Planning Template
A worksheet for defining read tools, write tools, approval-gated tools, schemas, permissions, fallbacks, and receipts.
7 pages · PDF workbook · No email required
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Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
What’s inside
A working guide
for a real decision.
Give agentic workflows a deterministic operating layer so tools carry state, permissions, validation, execution, and evidence. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Teams turning architecture work into a reusable operating artifact.
Bring the people who own the work
Include the workflow owner, a person who performs the work, a reviewer with authority to approve or stop it, and the relevant data or tool owner.
Includes an explainer, working worksheet, three illustrative examples and practical considerations. This is a planning PDF, not prebuilt automation software.
Use it with your own work
Five questions
to work through.
Choose one workflow. Record enough context to support a decision, then use the worksheet to name the owner, evidence and next review.
Read tool
What state can the system retrieve safely?
Write tool
What state can the system change, create, send, or assign?
Validation
What schema, permission, or business rule must pass first?
Approval
Which actions need human approval before execution?
Receipt
What result proves the tool completed correctly?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Register stock and supplier tools
Read-only stock checks and purchase-order submission need different authority.
Accounting Practice
Register calculation tools
A model should call a verified calculation service rather than improvise arithmetic in prose.
- AI-supported role
- Choose only approved tools, pass validated inputs, and attach execution receipts to the workflow.
- Human authority
- Tool owners set permissions, test failure modes, and approve consequential writes.
- What to measure
- Count rejected calls, tool failures, unlogged actions, retries, and permission changes.
Illustrative scenarios, not client results or a promise of performance. The workbook includes additional case-specific prompts.
A useful first step
Use the workbook.
Bring us the next question.
Download and use it without booking a call. If you want help applying it, email Chris with the workflow you’re considering and what you want to improve.
Discuss your workflowFurther reading in the library
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.