Delegate a full pre-signature review
Lesson 4 of 7 · Compliance & safe AI use
1 · Learn the move · Agents + multi-step
Delegation is handing the model a whole job with a definition of done, not a sentence at a time. A pre-signature review of a return - does every figure trace to a source document, does every position have an authority, is anything missing from the request list - is a bounded job with a checkable output. The model reads the de-identified workpapers and returns a findings list. You still sign, and the review is of your workpapers, not of the client's file in a consumer tool.
Run a pre-signature review of the de-identified workpapers in this folder. Definition of done: every figure traced or flagged, every position with an authority marked VERIFY or flagged, every missing document listed. Return findings only, severity-ordered.
2 · Your turn. You write the prompt
Entity B's return is ready for partner review on Thursday. You have the de-identified workpapers in one folder. Instead of reading them yourself at 9pm, delegate the first pass and keep the judgment.
Write the prompt for this scenario as given, or swap in a real one from your own work. The score works the same either way.
Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.
Optional. These shape the output when you run your prompt below, not your score.