™Decide what Claude can do
Set clear rules for drafts, changes, and actions that need your approval.
Claude writes an email for you, but you read it before you send it.
A draft is not an action
Writing an email is not the same as sending it. Suggesting a date is not the same as making a promise. Make that difference clear when you ask Claude for help.
Think of three groups. First, things Claude can help with right away, like sorting notes. Second, things it can suggest, like a new plan. Third, things it must ask about first, like sending a message or changing a deadline.
For example: “Help me draft replies. Do not send them. Ask before you change a due date.” Clear rules help you stay in charge.
Do this now
Write one rule for Claude now: “You may draft a reply, but ask before sending it.” Add two more actions that need your approval.
Check the access you give
A connector lets Claude work with another app. The tools it can use depend on that app and the access you approve. Some tools can only read. Others may be able to make changes. Check before you rely on them.
ScoutTracker does not hold your Outlook sign-in details. If you use email or calendar tools with Claude, you approve those separately. Connecting ScoutTracker does not set them up for you.
Your written rules are useful, but they do not replace access settings. Before a real action, check who it affects, what will happen, and when. Afterward, check the result. A confident reply from Claude is not proof that the action worked.
Do this now
Open one connector’s settings and review its permissions. Tell Claude your approval rules, then test them with a made-up request. Do not send a real message for this test.
Ask Claude
Help me sort notes, make plans, and write drafts. Ask before you send a message, change a deadline, delete a task, book a meeting, spend money, or make a promise for me. Tell me if a tool fails. Never call a draft “sent” or a plan “done.”
Put it into practice
Small steps
0 of 3 doneThe takeaway
Good help starts with clear rules. You stay in charge.