# Trust-zone planning worksheet
Which Agent · v1 · 2026-10-20

Fill one row per account before you connect it to any agent.

| Account / app | What's in it | Zone (Green / Amber / Red) | Agent may… | Must ask before… | Never… | Revoke path |
|---|---|---|---|---|---|---|
| Primary email | | | read, draft | send, delete | password resets | |
| Calendar | | | | | | |
| Payments / wallet | | | | | | |
| Bank | | Red | — | — | everything | |
| Health portal | | Red | — | — | everything | |
| Work chat (Slack/Teams) | | | | | | |
| Cloud drive | | | | | | |
| Social accounts | | | | | | |

**Green:** the agent can act and tell you afterwards. **Amber:** draft or prepare, then ask. **Red:** never connected.

Review date: ____  ·  Who reviews the activity log: ____